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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
MMG
1201
Monetary Management Group
Missouri
$2.18M -$393K -11,950 -15%
PWW
1202
Pettyjohn Wood & White
Virginia
$2.17M -$18.6K -564 -0.9%
BCMO
1203
Buckingham Capital Management (Ohio)
Ohio
$2.16M -$114K -3,480 -5%
BRWA
1204
B. Riley Wealth Advisors
Florida
$2.16M +$276K +8,398 +15%
KAM
1205
Keeley Asset Management
Illinois
$2.15M +$2.12M +64,530 New
RCG
1206
Ruane, Cunniff & Goldfarb
New York
$2.14M -$5.66K -172 -0.3%
OCG
1207
Opus Capital Group
Ohio
$2.14M +$36.8K +1,120 +2%
ECM
1208
ETrade Capital Management
Virginia
$2.12M +$442K +13,423 +27%
BWP
1209
Baldwin Wealth Partners
Massachusetts
$2.11M -$139K -4,237 -6%
SSIA
1210
Spero-Smith Investment Advisers
Ohio
$2.11M -$33.9K -1,030 -2%
MRCM
1211
M&R Capital Management
New Jersey
$2.09M +$10K +305 +0.5%
PTC
1212
Philadelphia Trust Company
Pennsylvania
$2.09M -$758K -23,056 -27%
III
1213
Independent Investors Inc
New York
$2.09M -$88.8K -2,700 -4%
NDSI
1214
Newman Dignan & Sheerar Inc
Rhode Island
$2.08M -$165K -5,027 -7%
GRQ
1215
Gardner Russo & Quinn
Pennsylvania
$2.08M -$56.2K -1,709 -3%
SCM
1216
Silver Capital Management
New York
$2.08M +$76.3K +2,320 +4%
FCB
1217
First Citizens Bancorporation
South Carolina
$2.07M +$74.2K +2,255 +4%
FPTW
1218
Franklin, Parlapiano, Turner & Welch
Texas
$2.07M +$260K +7,898 +15%
BSWMG
1219
Barrington Strategic Wealth Management Group
Illinois
$2.04M +$339K +10,313 +20%
ICRM
1220
Insight Capital Research & Management
California
$2.04M +$126K +3,832 +7%
MCTIC
1221
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.02M
SCM
1222
SOL Capital Management
Maryland
$2.02M -$235K -7,143 -11%
PP
1223
Paloma Partners
Connecticut
$2.02M +$1.27M +38,719 +176%
RHBC
1224
R.H. Bluestein & Co
Michigan
$2.02M +$2M +60,652 New
ST
1225
Semper Trust
Pennsylvania
$2.01M -$824K -25,037 -29%

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.