We are live on ! Find out more
MSFT icon

Microsoft

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
PCMI
1176
Princeton Capital Management Inc
New Jersey
$2.31M -$10.5K -320 -0.5%
SAMNY
1177
Samsung Asset Management (New York)
New York
$2.3M -$316K -9,600 -12%
CIS
1178
Connors Investor Services
Pennsylvania
$2.29M -$780K -23,705 -26%
BE
1179
Bonness Enterprises
District of Columbia
$2.29M +$23K +700 +1%
FFC
1180
First Financial Corp
Indiana
$2.27M -$229K -6,975 -9%
BL
1181
BCWM LLC
Kansas
$2.26M +$22.3K +677 +1%
MIM
1182
Miller Investment Management
Pennsylvania
$2.25M -$20.9K -635 -0.9%
NRS
1183
Neville Rodie & Shaw
New York
$2.25M +$81.6K +2,480 +4%
AAM
1184
Azzad Asset Management
Virginia
$2.25M
WC
1185
Whitnell & Co
Illinois
$2.24M -$140K -4,263 -6%
AHB
1186
Abner Herrman & Brock
New Jersey
$2.24M -$1.62M -49,327 -42%
BT
1187
Bankers Trust
Iowa
$2.23M +$76.2K +2,316 +4%
MBE
1188
Michael B. Elefante
$2.23M -$168K -5,110 -7%
BA
1189
Bennicas & Associates
California
$2.22M -$105K -3,200 -5%
RMCM
1190
Reynders McVeigh Capital Management
Massachusetts
$2.22M -$39.3K -1,194 -2%
BST
1191
Bath Savings Trust
Maine
$2.22M -$236K -7,165 -10%
SC
1192
StellarOne Corp
Virginia
$2.22M +$3.42K +104 +0.2%
PFS
1193
Penseco Financial Services
Pennsylvania
$2.21M +$359K +10,900 +20%
MSU
1194
Maple Securities USA
New Jersey
$2.21M +$173K +5,249 +9%
FMC
1195
First Merchants Corp
Indiana
$2.21M -$26.5K -807 -1%
SI
1196
SII Investments
Wisconsin
$2.2M -$2.51M -76,230 -53%
FHA
1197
First Horizon Advisors
Tennessee
$2.2M +$2M +60,671 +1,110%
BAC
1198
Boys Arnold & Co
North Carolina
$2.19M -$3.24M -98,548 -60%
MIM
1199
Montgomery Investment Management
Maryland
$2.19M -$59.2K -1,800 -3%
CNC
1200
Citizens & Northern Corp
Pennsylvania
$2.18M +$69.6K +2,116 +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.