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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
PRHC
1076
P.R. Herzig & Co
New York
$2.94M +$202K +6,135 +7%
TF
1077
Trutina Financial
Washington
$2.94M +$10.5K +320 +0.4%
CHAM
1078
Clear Harbor Asset Management
Connecticut
$2.94M +$12.4K +378 +0.4%
GA
1079
Geneva Advisors
Illinois
$2.94M +$21K +638 +0.7%
BRM
1080
Boston Research & Management
Massachusetts
$2.94M +$60.5K +1,840 +2%
CICI
1081
Capital Investment Counsel Inc
North Carolina
$2.93M -$1.09M -33,042 -27%
GA
1082
GFS Advisors
Texas
$2.9M +$164K +4,974 +6%
RAM
1083
Ramsey Asset Management
Virginia
$2.89M
CBU
1084
CIBC Bank USA
Illinois
$2.88M -$34.7M -1,055,100 -92%
KFA
1085
Kelleher Financial Advisors
New York
$2.87M -$65.8K -2,000 -2%
ANRIA
1086
American National Registered Investment Advisor
Texas
$2.85M -$157K -4,775 -5%
CD
1087
Carl Domino
Florida
$2.85M -$153K -4,644 -5%
CL
1088
CPWM LLC
Washington
$2.85M
GXMC
1089
Global X Management Company
New York
$2.83M +$1.78M +54,165 +175%
NAMA
1090
Nikko Asset Management Americas
New York
$2.83M +$1.2M +36,500 +75%
NJBEST
1091
New Jersey Better Educational Savings Trust
New Jersey
$2.83M -$164K -5,000 -6%
AC
1092
Alleghany Corporation
New York
$2.83M
EAM
1093
EULAV Asset Management
Florida
$2.83M -$72.4K -2,200 -3%
EM
1094
Excalibur Management
Massachusetts
$2.81M +$153K +4,660 +6%
F
1095
Filament
Washington
$2.81M +$164 +5 +0%
Envestnet Asset Management
1096
Envestnet Asset Management
Illinois
$2.81M -$1.98M -60,133 -42%
CR
1097
Cooperatieve Rabobank
Netherlands
$2.8M -$1.06M -32,219 -28%
PTB
1098
Pioneer Trust Bank
Oregon
$2.8M
WS
1099
Wedbush Securities
California
$2.8M +$216K +6,571 +8%
JFL
1100
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.79M -$107K -3,250 -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.