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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
SNBOSD
1401
Security National Bank of So Dak
Iowa
$1.06M +$17.2K +524 +2%
RCAG
1402
Rehmann Capital Advisory Group
Michigan
$1.05M -$188K -5,716 -15%
FCIM
1403
Fairview Capital Investment Management
California
$1.05M -$98.7K -3,000 -9%
EFSCE
1404
Enterprise Financial Services Corp (EFSC)
Missouri
$1.04M -$18.9K -573 -2%
EWM
1405
Empirical Wealth Management
Washington
$1.04M +$6.71K +204 +0.7%
NSIM
1406
North Star Investment Management
Illinois
$1.03M +$60.9K +1,850 +6%
PFBT
1407
Parkside Financial Bank & Trust
Missouri
$1.02M +$16.3K +495 +2%
BVDMP
1408
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M -$17.3M -525,000 -94%
IPC
1409
Independent Portfolio Consultants
Florida
$1.02M -$40.9K -1,242 -4%
BCM
1410
Bluefin Capital Management
New York
$1M +$134K +4,088 +15%
PAWC
1411
P.A.W. Capital
Connecticut
$998K -$1.32M -40,000 -57%
UFG
1412
United Fire Group
Iowa
$998K
EWM
1413
Endurance Wealth Management
Rhode Island
$996K -$28K -850 -3%
BTNA
1414
Bremer Trust National Association
Minnesota
$995K -$1.16M -35,366 -54%
CYG
1415
Clean Yield Group
Vermont
$994K -$13K -395 -1%
HB
1416
Homrich & Berg
Georgia
$992K -$33.6K -1,022 -3%
SJL
1417
Shayne & Jacobs LLC
Tennessee
$992K
IA
1418
Icon Advisers
Colorado
$982K
ARMC
1419
American Research & Management Company
Massachusetts
$979K -$29.4K -893 -3%
I2I
1420
Insight 2811 Inc
Illinois
$971K -$27.5K -835 -3%
AT
1421
Allston Trading
Illinois
$961K +$952K +28,942 New
TYCC
1422
Texas Yale Capital Corp
Florida
$960K +$152K +4,611 +19%
MCC
1423
Mid Continent Capital
Illinois
$954K -$1.41M -42,814 -60%
ICOA
1424
Investment Centers of America
North Dakota
$954K +$201K +6,104 +27%
WI
1425
WHV Investments
California
$953K

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.