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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
KS
1376
Karpas Strategies
Connecticut
$1.15M +$1.05K +32 +0.1%
BCM
1377
Bourgeon Capital Management
Connecticut
$1.14M -$7.07K -215 -0.6%
NCM
1378
Northroad Capital Management
New York
$1.14M -$160K -4,870 -12%
BDF
1379
Balasa Dinverno & Foltz
$1.14M -$7.5K -228 -0.7%
CK
1380
Cohen Klingenstein
New York
$1.14M
ECAM
1381
East Coast Asset Management
Massachusetts
$1.13M -$440K -13,375 -28%
PG
1382
Proffitt & Goodson
Tennessee
$1.13M -$1.65K -50 -0.1%
IB
1383
Intrust Bank
Kansas
$1.13M -$928K -28,212 -45%
RT
1384
Reliance Trust
Georgia
$1.13M -$434K -13,178 -28%
FA
1385
FMA Advisory
Pennsylvania
$1.12M +$23.3K +708 +2%
DCM
1386
Dinsmore Capital Management
New Jersey
$1.12M -$329K -10,000 -23%
CAL
1387
Capital Analysts LLC
Pennsylvania
$1.12M -$6.48K -197 -0.6%
FHC
1388
First Heartland Consultants
Missouri
$1.11M +$12.5K +381 +1%
AIM
1389
Acropolis Investment Management
Missouri
$1.11M +$23.9K +725 +2%
BIM
1390
Bridges Investment Management
Nebraska
$1.11M -$1.4M -42,613 -56%
1GA
1391
1st Global Advisors
Texas
$1.1M -$247K -7,521 -19%
TT
1392
Tower Trust
Indiana
$1.1M -$16.5K -502 -1%
FIM
1393
Fruth Investment Management
Texas
$1.1M -$60.3K -1,833 -5%
TCOO
1394
Trust Company of Oklahoma
Oklahoma
$1.09M -$23K -700 -2%
WRM
1395
Westport Resources Management
Connecticut
$1.08M +$36.2K +1,100 +3%
JIC
1396
Joel Isaacson & Co
New York
$1.08M +$72.4K +2,202 +7%
CCM
1397
Coe Capital Management
Illinois
$1.07M +$1.48K +45 +0.1%
LCM
1398
Liberty Capital Management
Michigan
$1.07M +$76K +2,310 +8%
ATC
1399
Adirondack Trust Company
New York
$1.07M +$12.4K +377 +1%
SOAMC
1400
Spirit of America Management Corp
New York
$1.07M +$214K +6,500 +25%

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.