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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
WA
1101
WFG Advisors
Texas
$2.79M +$932K +28,331 +51%
CB
1102
Chemical Bank
Michigan
$2.77M -$82.9K -2,521 -3%
FMBTD
1103
First Midwest Bank Trust Division
Illinois
$2.76M -$3.51M -106,687 -56%
RTIM
1104
Round Table Investment Management
North Carolina
$2.76M +$2.72M +82,800 New
TC
1105
Taylor Cottrill
New Hampshire
$2.75M -$66.6K -2,025 -2%
RAM
1106
Redmond Asset Management
Virginia
$2.75M -$1.3M -39,585 -32%
MC
1107
MRJ Capital
New York
$2.75M +$13.2K +400 +0.5%
DVM
1108
Dreman Value Management
Florida
$2.74M +$2.71M +82,287 New
SMM
1109
Stadion Money Management
Georgia
$2.74M +$1.18M +35,900 +77%
FTI
1110
Fiduciary Trust International
Massachusetts
$2.73M +$272K +8,255 +11%
NPC
1111
National Planning Corporation
California
$2.73M +$711K +21,601 +36%
BMM
1112
Buffington Mohr McNeal
Idaho
$2.72M -$42.6K -1,294 -2%
MNBTD
1113
Moody National Bank Trust Division
Texas
$2.7M -$614K -18,661 -19%
ISB
1114
Iowa State Bank
Iowa
$2.69M +$315K +9,587 +13%
CCC
1115
Cincinnati Casualty Company
Ohio
$2.66M
HIC
1116
Hartline Investment Corp
Illinois
$2.66M -$2.01M -61,038 -43%
ECM
1117
Exchange Capital Management
Michigan
$2.65M -$92.3K -2,805 -3%
BEAM
1118
Baker Ellis Asset Management
Washington
$2.65M -$29.5K -898 -1%
SKK
1119
Shepherd Kaplan Krochuk
Massachusetts
$2.63M
GEM
1120
Global Endowment Management
North Carolina
$2.62M +$490K +14,900 +23%
TCOTO
1121
Trust Company of the Ozarks
Missouri
$2.62M +$73.7K +2,240 +3%
FMWA
1122
Forvis Mazars Wealth Advisors
Missouri
$2.61M -$27.4K -832 -1%
IC
1123
Inverness Counsel
New York
$2.6M -$4.49M -136,611 -64%
FSC
1124
Fiduciary Services Corp
Georgia
$2.6M -$114K -3,457 -4%
RGC
1125
Roberts, Glore & Co
Illinois
$2.59M -$198K -6,009 -7%

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.