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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
B
1301
BancorpSouth
Mississippi
$1.5M +$151K +4,583 +11%
NIC
1302
Northwest Investment Counselors
Oregon
$1.5M -$41.9K -1,273 -3%
PRA
1303
Parametric Risk Advisors
Connecticut
$1.5M -$188K -5,705 -11%
PWAP
1304
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.5M +$5.26K +160 +0.4%
PJSIMP
1305
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.5M +$1.02M +30,904 +218%
WAM
1306
Weatherly Asset Management
California
$1.49M +$12.7K +385 +0.9%
NAMP
1307
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.49M -$32.9K -1,000 -2%
SP
1308
Sarasin & Partners
United Kingdom
$1.49M -$171M -5,194,610 -99%
PVH
1309
Psagot Value Holdings
Israel
$1.48M -$259K -7,861 -15%
MMCM
1310
Marque Millennium Capital Management
New York
$1.48M
OPTFSNA
1311
Old Point Trust & Financial Services N A
Virginia
$1.46M +$6.58K +200 +0.5%
EHWM
1312
Eads & Heald Wealth Management
Georgia
$1.46M -$133K -4,031 -8%
EA
1313
Emerald Advisers
Pennsylvania
$1.46M +$333K +10,113 +30%
MM
1314
Midas Management
New York
$1.43M
LG
1315
LaFleur & Godfrey
Michigan
$1.43M +$164K +5,000 +13%
SIC
1316
SFE Investment Counsel
California
$1.43M +$28.1K +854 +2%
AAM
1317
Aureus Asset Management
Massachusetts
$1.43M -$43.1K -1,310 -3%
HT
1318
HAP Trading
New York
$1.43M -$9.59M -291,653 -87%
FCCM
1319
First City Capital Management
Georgia
$1.42M -$42.8K -1,300 -3%
TCM
1320
Telos Capital Management
California
$1.42M -$723K -21,968 -34%
RSS
1321
Rosenblum Silverman Sutton
California
$1.42M +$1.4M +42,620 New
TWA
1322
TCI Wealth Advisors
Arizona
$1.41M +$50.5K +1,535 +4%
NBC
1323
Neuberger Berman Canada
Ontario, Canada
$1.4M +$326K +9,900 +31%
LC
1324
Lilley & Co
Michigan
$1.4M -$56.4K -1,713 -4%
PGA
1325
Portland Global Advisors
Maine
$1.4M +$46.1K +1,400 +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.