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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
BT
1326
Beacon Trust
New Jersey
$1.4M -$175K -5,306 -11%
IAS
1327
IMA Advisory Services
Colorado
$1.38M +$32.2K +980 +2%
SCIA
1328
Sanibel Captiva Investment Advisers
Illinois
$1.38M +$294K +8,943 +28%
SSWM
1329
Sheets Smith Wealth Management
North Carolina
$1.37M +$49K +1,488 +4%
FMLI
1330
Fukoku Mutual Life Insurance
Japan
$1.37M -$141K -4,300 -9%
JCM
1331
Jag Capital Management
Missouri
$1.37M +$172K +5,217 +15%
AI
1332
ArchPoint Investors
Florida
$1.36M +$27.8K +845 +2%
ANB
1333
Amarillo National Bank
Texas
$1.36M -$854K -25,955 -39%
HSA
1334
HBK Sorce Advisory
Pennsylvania
$1.34M -$1.32M -40,115 -50%
CC
1335
Cadinha & Co
Hawaii
$1.34M -$15.3K -465 -1%
SAS
1336
Sarbit Advisory Services
Manitoba, Canada
$1.34M +$1.25M +38,000 New
NMIFOAC
1337
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.33M
BCMU
1338
BlueCrest Capital Management (UK)
Guernsey
$1.33M +$1.32M +40,000 New
MMLI
1339
Massachusetts Mutual Life Insurance
Massachusetts
$1.33M +$493K +14,999 +60%
TBNY
1340
Trustco Bank (New York)
New York
$1.33M -$1.91M -57,953 -59%
BO
1341
Bank OZK
Arkansas
$1.32M +$533K +16,209 +69%
OIA
1342
Optimum Investment Advisors
Illinois
$1.32M +$1.31M +39,715 New
CBN
1343
Cadence Bank NA
Texas
$1.31M -$93.3K -2,837 -7%
MGIA
1344
Moneta Group Investment Advisors
Missouri
$1.3M +$1.48K +45 +0.1%
MBT
1345
Monroe Bank & Trust
Michigan
$1.3M -$12.5K -381 -1%
CPM
1346
Chesapeake Partners Management
Maryland
$1.3M +$1.28M +38,943 New
IAS
1347
INR Advisory Services
Pennsylvania
$1.29M
KCM
1348
Kempner Capital Management
Texas
$1.29M
FAAM
1349
First Allied Asset Management
California
$1.28M -$224K -6,798 -15%
MC
1350
Miles Capital
Iowa
$1.28M -$302K -9,178 -19%

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.