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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
DT
1226
Diversified Trust
Tennessee
$2.01M +$474K +14,400 +31%
GIS
1227
Guardian Investor Services
New York
$2.01M -$33.6K -1,022 -2%
BCM
1228
Boyle Capital Management
Iowa
$2M +$43K +1,308 +2%
CSUI
1229
Cincinnati Specialty Underwriters Insurance
Ohio
$2M
MIG
1230
Mariner Investment Group
New York
$2M +$1.97M +60,000 New
EIM
1231
Emerson Investment Management
Massachusetts
$1.99M +$118K +3,593 +6%
DDC
1232
DF Dent & Co
Maryland
$1.99M -$855K -26,002 -30%
MJP
1233
Michael J. Puzo
$1.99M -$355K -10,805 -15%
BAAM
1234
Baker Avenue Asset Management
California
$1.97M +$385K +11,692 +25%
SBWIC
1235
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.97M -$13.2K -400 -0.7%
IIM
1236
Intact Investment Management
Quebec, Canada
$1.97M +$1.31M +39,800 +206%
ACM
1237
Advent Capital Management
New York
$1.96M +$1.94M +58,933 New
WSC
1238
Wellington Shields & Co
New York
$1.95M +$65.8K +2,000 +4%
KIG
1239
Kessler Investment Group
Indiana
$1.94M -$35.8K -1,088 -2%
PTC
1240
Private Trust Company
Ohio
$1.94M -$367K -11,154 -16%
FSA
1241
Franklin Street Advisors
North Carolina
$1.93M -$72.2K -2,196 -4%
NIS
1242
National Investment Services
Wisconsin
$1.92M
TAM
1243
Taurus Asset Management
New York
$1.92M -$41.1K -1,250 -2%
BWM
1244
Braver Wealth Management
Massachusetts
$1.91M +$215K +6,523 +13%
CA
1245
Cetera Advisors
Colorado
$1.91M +$130K +3,963 +7%
WC
1246
Whitney & Co
New York
$1.89M -$4.93K -150 -0.3%
TFF
1247
Timothy F. Fidgeon
$1.89M -$141K -4,289 -7%
11A
1248
10-15 Associates
New York
$1.89M +$3.49K +106 +0.2%
SIC
1249
Schwartz Investment Counsel
Michigan
$1.88M
Balyasny Asset Management
1250
Balyasny Asset Management
Illinois
$1.88M +$506K +15,395 +37%

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.