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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
CCM
1126
Cohen Capital Management
California
$2.59M -$49.3K -1,500 -2%
MIU
1127
Man Investments (UK)
United Kingdom
$2.58M +$2.34M +71,248 +1,129%
AP
1128
Advisor Partners
California
$2.58M +$228K +6,936 +10%
GIM
1129
Grassi Investment Management
California
$2.57M +$72.4K +2,200 +3%
SAG
1130
Sterne Agee Group
Alabama
$2.57M -$1.55M -47,134 -38%
CIA
1131
CCM Investment Advisers
South Carolina
$2.54M -$417K -12,675 -14%
SA
1132
Strategic Advisors
New York
$2.54M +$46.6K +1,415 +2%
AWA
1133
AmeriServ Wealth Advisors
Pennsylvania
$2.54M -$13.2K -400 -0.5%
SDJVC
1134
St. Denis J. Villere & Co
Louisiana
$2.53M -$194K -5,900 -7%
AAIM
1135
American Assets Investment Management
California
$2.53M -$849K -25,800 -25%
SCM
1136
Sterneck Capital Management
Missouri
$2.53M +$11.1K +337 +0.4%
BO
1137
BRR OpCo
Ohio
$2.53M +$71.3K +2,167 +3%
VC
1138
Vicus Capital
Pennsylvania
$2.52M +$22.9K +696 +0.9%
MCM
1139
Mazama Capital Management
Oregon
$2.52M +$396K +12,051 +19%
CCM
1140
Channing Capital Management
Illinois
$2.51M
AIM
1141
ARGA Investment Management
Connecticut
$2.5M +$1.11M +33,800 +82%
FM
1142
Forward Management
California
$2.5M +$472K +14,359 +24%
PA
1143
Para Advisors
New York
$2.5M +$2.47M +75,000 New
ECM
1144
Endex Capital Management
Kansas
$2.49M
DBIA
1145
Dumont & Blake Investment Advisors
New Jersey
$2.48M +$59.3K +1,802 +2%
AI
1146
Atria Investments
North Carolina
$2.47M -$78.6K -2,389 -3%
VIP
1147
Vantage Investment Partners
Missouri
$2.47M +$13.6K +412 +0.6%
IAM
1148
ICM Asset Management
Washington
$2.47M -$346K -10,530 -12%
KIC
1149
Keating Investment Counselors
Florida
$2.46M -$64.2K -1,950 -3%
CAM
1150
Chesapeake Asset Management
New York
$2.45M -$67.4K -2,050 -3%

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.