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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
CNBT
1051
Canandaigua National Bank & Trust
New York
$3.09M -$49K -1,490 -2%
SFSG
1052
Stearns Financial Services Group
North Carolina
$3.08M +$7.11K +216 +0.2%
LS
1053
Livforsakringsbolaget Skandia
Sweden
$3.07M
BIC
1054
Bridges Investment Counsel
Nebraska
$3.07M -$414K -12,589 -12%
PFPT
1055
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.07M +$356K +10,816 +13%
FBB
1056
Fulton Breakefield Broenniman
Maryland
$3.06M +$122K +3,711 +4%
SAM
1057
Smithbridge Asset Management
Pennsylvania
$3.05M -$59.2K -1,800 -2%
NCMW
1058
Northern Capital Management (Wisconsin)
Wisconsin
$3.05M +$583K +17,733 +24%
SACTSONJ
1059
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.05M
GIM
1060
Groesbeck Investment Management
New Jersey
$3.05M -$3.86M -117,338 -56%
SGCA
1061
Steel Grove Capital Advisors
Tennessee
$3.04M -$80.4K -2,443 -3%
NAM
1062
NTV Asset Management
West Virginia
$3.04M -$732K -22,264 -20%
GLI
1063
Guardian Life Insurance
New York
$3.02M +$2.01K +61 +0.1%
PAI
1064
Pittenger & Anderson Inc
Nebraska
$3.01M -$21.1K -640 -0.7%
KCP
1065
KDI Capital Partners
North Carolina
$3.01M +$977K +29,700 +49%
PAIM
1066
Punch & Associates Investment Management
Minnesota
$3M -$61.5K -1,868 -2%
TFA
1067
Toth Financial Advisory
Virginia
$3M -$31.5K -958 -1%
AssetMark Inc
1068
AssetMark Inc
California
$2.99M +$2.96M +89,954 New
VC
1069
Vestor Capital
Illinois
$2.99M +$131K +3,985 +5%
PAM
1070
Paradigm Asset Management
New York
$2.98M -$46.1K -1,400 -2%
SHGA
1071
Sand Hill Global Advisors
California
$2.98M -$390K -11,845 -12%
RIG
1072
Roosevelt Investment Group
New York
$2.98M +$313K +9,523 +12%
CIM
1073
CIM Investment Management
Pennsylvania
$2.96M
SIC
1074
Sigma Investment Counselors
Michigan
$2.96M +$71K +2,158 +2%
MAA
1075
Mraz Amerine & Associates
California
$2.95M -$38.2K -1,160 -1%

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.