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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
AP
1251
Appleton Partners
Massachusetts
$1.88M -$386K -11,726 -17%
CI
1252
Capital International
California
$1.87M +$678K +20,600 +58%
ASC
1253
Atalanta Sosnoff Capital
New York
$1.87M -$58.2M -1,770,250 -97%
RC
1254
Riversville Capital
Connecticut
$1.84M
G
1255
GlobalBridge
Minnesota
$1.84M -$1.04M -31,541 -36%
CCM
1256
Compton Capital Management
Rhode Island
$1.83M -$2.69M -81,894 -60%
WCM
1257
Wisconsin Capital Management
Wisconsin
$1.83M -$1.86M -56,453 -51%
ONB
1258
Old National Bancorp
Indiana
$1.82M +$381K +11,568 +27%
IPRC
1259
Indices-Pac Research Corporation
New Jersey
$1.81M -$22.6K -687 -1%
OFS
1260
Orrstown Financial Services
Pennsylvania
$1.78M +$168K +5,114 +11%
RJA
1261
Robshaw & Julian Associates
New York
$1.78M -$512K -15,564 -23%
GAM
1262
Guinness Asset Management
United Kingdom
$1.78M +$997K +30,300 +131%
WPC
1263
Waters Parkerson & Co
Louisiana
$1.77M -$7.05M -214,248 -80%
AIM
1264
Aspen Investment Management
Michigan
$1.77M -$2.63K -80 -0.2%
PPSG
1265
Princeton Portfolio Strategies Group
New Jersey
$1.74M +$130K +3,956 +8%
NES
1266
New England Securities
New York
$1.74M +$381K +11,588 +29%
HCM
1267
Hodges Capital Management
Texas
$1.73M -$2.37M -72,177 -58%
OC
1268
Oarsman Capital
Wisconsin
$1.73M -$94.1K -2,861 -5%
DCM
1269
Donaldson Capital Management
Indiana
$1.72M -$822 -25 -0%
HP
1270
HT Partners
Connecticut
$1.71M +$777K +23,629 +85%
WIS
1271
Wright Investors Service
Connecticut
$1.7M -$166K -5,045 -9%
SWK
1272
Stephen W. Kidder
$1.69M -$173K -5,250 -9%
GC
1273
Gruss & Co
Florida
$1.67M +$1.64M +50,000 New
RP
1274
Reinhart Partners
Wisconsin
$1.67M -$5.98M -181,659 -78%
BCM
1275
Brightfield Capital Management
New York
$1.66M +$1.64M +50,000 New

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.