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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
USAA
101
United Services Automobile Association
Texas
$348M +$6.01M +182,608 +2%
IG
102
ING Group
Netherlands
$346M -$58.5M -1,778,642 -15%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$346M -$16M -486,010 -4%
Principal Financial Group
104
Principal Financial Group
Iowa
$344M -$38.8M -1,177,962 -10%
SO
105
STRS Ohio
Ohio
$339M -$67.4M -2,047,426 -17%
NIMC
106
NWQ Investment Management Company
California
$338M -$43.5M -1,322,748 -12%
Swiss National Bank
107
Swiss National Bank
Switzerland
$329M +$5.86M +178,000 +2%
TA
108
Teachers Advisors
New York
$326M +$34.3M +1,042,488 +12%
CA
109
Commerzbank Aktiengesellschaft
Germany
$325M +$112M +3,395,537 +53%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$322M -$77.5M -2,356,668 -20%
LSV Asset Management
111
LSV Asset Management
Illinois
$322M -$8.45M -256,770 -3%
IFP
112
Independent Franchise Partners
United Kingdom
$310M +$32.7M +995,017 +12%
CIP
113
Cornerstone Investment Partners
Georgia
$301M +$3.65M +110,820 +1%
Canada Life
114
Canada Life
Manitoba, Canada
$293M +$151M +4,580,558 +108%
AWM
115
Ashmore Wealth Management
Delaware
$290M
GCM
116
Glenview Capital Management
New York
$288M +$190M +5,786,650 +202%
Ninety One (UK)
117
Ninety One (UK)
United Kingdom
$287M -$98.1K -2,983 -0%
EAM
118
Edge Asset Management
Washington
$283M +$130M +3,962,845 +90%
BIP
119
Brandes Investment Partners
California
$277M -$5.47M -166,421 -2%
Credit Agricole
120
Credit Agricole
France
$275M +$272M +8,275,437 New
MCM
121
Mason Capital Management
New York
$274M -$110M -3,349,007 -29%
Jennison Associates
122
Jennison Associates
New York
$270M -$5.04M -153,336 -2%
Dimensional Fund Advisors
123
Dimensional Fund Advisors
Texas
$267M +$14.3M +435,666 +6%
OP
124
Oldfield Partners
United Kingdom
$263M +$26.8M +814,457 +12%
APG Asset Management
125
APG Asset Management
Netherlands
$261M -$52.2M -1,586,152 -17%

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.