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1,794 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 867 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $3.33B

0% more capital invested

Capital invested by funds: $198B → $198B (+$553M)

0% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,8101,794 (-16)

20% less funds holding in top 10

Funds holding in top 10: 606487 (-119)

21% less repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 867

Holders
1,794
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.15%
Holding in Top 10
487
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.64%
% of All Funds
15.79%
New
112
Increased
682
Reduced
867
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
1001
Wellington Shields Capital Management
New York
$3.48M +$400K +12,152 +13%
KAM
1002
Kokusai Asset Management
Japan
$3.46M -$184K -5,600 -5%
LIA
1003
LS Investment Advisors
Michigan
$3.46M -$10.3M -312,139 -75%
BJL
1004
Brighton Jones LLC
Washington
$3.46M -$292K -8,881 -8%
TCOT
1005
Trust Company of Toledo
Ohio
$3.45M -$54.9K -1,670 -2%
BHWM
1006
Bar Harbor Wealth Management
New Hampshire
$3.45M -$40.4K -1,227 -1%
AW
1007
ACG Wealth
Georgia
$3.44M -$44.4K -1,350 -1%
HT
1008
HighTower Trust
Texas
$3.43M -$315K -9,569 -8%
WA
1009
Whitebox Advisors
Minnesota
$3.42M +$1.86M +56,610 +123%
SAM
1010
Selway Asset Management
$3.41M -$1.27M -38,700 -27%
FNBT
1011
FineMark National Bank & Trust
Florida
$3.39M +$291K +8,835 +9%
FBT
1012
First Bankers Trust
Kentucky
$3.35M -$41.1K -1,250 -1%
CT
1013
Coastline Trust
Rhode Island
$3.35M +$10.5K +320 +0.3%
LWM
1014
Lyons Wealth Management
Florida
$3.35M -$247K -7,516 -7%
BAS
1015
Brown Advisory Securities
Maryland
$3.34M -$444K -13,490 -12%
FBA
1016
Front Barnett Associates
Illinois
$3.33M -$4.84M -147,139 -60%
MPAM
1017
Murphy Pohlad Asset Management
Minnesota
$3.33M -$153K -4,650 -4%
LDB
1018
Lee, Danner & Bass
Tennessee
$3.33M -$1.47M -44,595 -31%
RP
1019
Raiff Partners
New York
$3.33M +$3.29M +100,000 New
CA
1020
Cornerstone Advisors
North Carolina
$3.32M +$724K +22,000 +28%
HTHT
1021
Hemenway Trust Hemenway Trust
New Hampshire
$3.32M +$486K +14,759 +17%
VFS
1022
VSR Financial Services
Kansas
$3.32M +$42.1K +1,279 +1%
HBT
1023
Hills Bank & Trust
Iowa
$3.3M -$201K -6,103 -6%
PHIMC
1024
Private Harbour Investment Management & Counsel
Ohio
$3.27M -$34.2K -1,039 -1%
PIP
1025
Perennial Investment Partners
Australia
$3.25M -$2.4M -72,850 -43%

MSFT Hedge Fund Activity: Q3 2013 in Review

1,794 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2013, worth a combined $198B — up 0.28% from $198B a quarter earlier.

Fund positioning in MSFT was balanced in Q3 2013: 112 funds opened new positions, 112 closed out, 682 added to existing stakes and 867 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $2.07B.

  • 1,794 institutional investors held Microsoft (MSFT) as of Q3 2013, down from 1,810 in Q2 2013.
  • Funds reported $198B of Microsoft stock for Q3 2013, up 0.28% quarter-over-quarter.
  • 112 funds opened new Microsoft positions in Q3 2013 and 112 closed out, a net change of 0 holders.
  • The largest Microsoft buyer in Q3 2013 was Capital World Investors, an estimated $1.95B added.
  • The largest Microsoft seller in Q3 2013 was Capital Research Global Investors, an estimated $2.07B sold.

Based on aggregated 13F filings for Q3 2013.