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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
OMCS
1026
Old Mutual Customised Solutions
South Africa
$3.25M +$59.2K +1,800 +2%
SCI
1027
S&CO Inc
Massachusetts
$3.25M -$1.12M -34,080 -26%
AAA
1028
Adams Asset Advisors
Texas
$3.24M -$7.58M -230,538 -70%
AWM
1029
Altavista Wealth Management
North Carolina
$3.22M -$162K -4,915 -5%
PAMG
1030
Patton Albertson Miller Group
Tennessee
$3.2M -$2.11M -64,076 -40%
IMOV
1031
Investment Management of Virginia
Virginia
$3.2M +$9.87K +300 +0.3%
PIM
1032
Penobscot Investment Management
Massachusetts
$3.19M -$30.3K -920 -1%
M
1033
MOTCO
Texas
$3.18M +$108K +3,276 +4%
BWAM
1034
Boyd Watterson Asset Management
Ohio
$3.17M -$149K -4,536 -5%
FNBTCON
1035
First National Bank & Trust Co of Newtown
Pennsylvania
$3.17M -$90.6K -2,755 -3%
QCMC
1036
Quantum Capital Management (California)
California
$3.17M +$119K +3,618 +4%
TF
1037
Tompkins Financial
New York
$3.16M +$109K +3,322 +4%
CWM
1038
Concert Wealth Management
California
$3.15M -$145K -4,418 -4%
PLFAM
1039
Pineno Levin & Ford Asset Management
Virginia
$3.13M +$6.71K +204 +0.2%
CFM
1040
Country Fund Management
Illinois
$3.13M -$1.46M -44,300 -32%
MIM
1041
Midwest Investment Management
Ohio
$3.13M +$204K +6,190 +7%
BFIM
1042
Beese Fulmer Investment Management
Ohio
$3.12M +$136K +4,135 +5%
FWC
1043
First Washington Corp
Washington
$3.12M -$24.7K -750 -0.8%
CCMINC
1044
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.11M +$48.4K +1,471 +2%
HDIM
1045
Hanson & Doremus Investment Management
Vermont
$3.1M +$18.3K +555 +0.6%
MP
1046
Manifold Partners
California
$3.1M +$1.09M +33,271 +56%
UR
1047
USCA RIA
Texas
$3.1M +$181K +5,503 +6%
DJSG
1048
D.J. St. Germain
Massachusetts
$3.1M -$17.6M -534,679 -85%
CONA
1049
Capital One National Association
New York
$3.09M -$164K -4,981 -5%
SNT
1050
Security National Trust
West Virginia
$3.09M +$117K +3,563 +4%

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.