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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
VKH
1351
Virtu KCG Holdings
New York
$1.27M +$1.26M +38,198 New
WA
1352
WBH Advisory
Maryland
$1.27M -$609K -18,513 -33%
Jane Street
1353
Jane Street
New York
$1.26M +$1.06M +32,102 +554%
SNBOSCI
1354
Security National Bank of Sioux City Iowa
Iowa
$1.26M +$124K +3,775 +11%
ICAS
1355
Investors Capital Advisory Services
Massachusetts
$1.25M +$162K +4,939 +15%
DM
1356
Diker Management
New York
$1.25M -$306K -9,310 -20%
SAMC
1357
Shinko Asset Management Company
Japan
$1.25M -$75.7K -2,300 -6%
WA
1358
WealthTrust Axiom
Pennsylvania
$1.25M +$1.48K +45 +0.1%
BAM
1359
Burnham Asset Management
New York
$1.23M -$53.5K -1,625 -4%
FBT
1360
Founders Bank & Trust
Michigan
$1.22M -$22.2K -675 -2%
ACH
1361
ArrowMark Colorado Holdings
Colorado
$1.22M +$569K +17,295 +89%
SAS
1362
Spectrum Advisory Services
Georgia
$1.22M +$674K +20,500 +128%
UCFA
1363
United Capital Financial Advisors
Texas
$1.2M -$18.2M -552,307 -94%
UAM
1364
UAS Asset Management
New York
$1.2M +$1.18M +36,000 New
GGPS
1365
Gary Goldberg Planning Services
New York
$1.2M +$6.02K +183 +0.5%
PFS
1366
Prospera Financial Services
Texas
$1.18M -$298K -9,071 -21%
HAMF
1367
Hatteras Alternative Mutual Funds
North Carolina
$1.18M -$811K -24,641 -41%
CWP
1368
Capital Wealth Planning
Florida
$1.17M +$126K +3,820 +12%
FAM
1369
Formidable Asset Management
Ohio
$1.17M +$1.14M +34,576 New
MFS
1370
Monetta Financial Services
Illinois
$1.17M -$493K -15,000 -30%
KCM
1371
KSA Capital Management
New Jersey
$1.17M
EWM
1372
Edge Wealth Management
New York
$1.16M -$6.9M -209,629 -86%
AHS
1373
Aspiriant Holdings S3
California
$1.16M +$86K +2,614 +8%
State Farm Mutual Automobile Insurance
1374
State Farm Mutual Automobile Insurance
Illinois
$1.15M
ICMC
1375
Intrepid Capital Management (Connecticut)
Connecticut
$1.15M -$740K -22,500 -39%

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.