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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
PMFA
1426
Plante Moran Financial Advisors
Michigan
$946K +$17.2K +522 +2%
BHBT
1427
Burke & Herbert Bank & Trust
Virginia
$944K
JFA
1428
JNBA Financial Advisors
Minnesota
$934K
GIM
1429
Guardian Investment Management
California
$932K
CCA
1430
Catalyst Capital Advisors
New York
$927K -$708K -21,531 -44%
MVP
1431
Missouri Valley Partners
Missouri
$926K -$25K -760 -3%
RC
1432
Roundview Capital
New Jersey
$923K -$74.1K -2,251 -8%
EP
1433
Elkhorn Partners
Nebraska
$915K -$296K -9,000 -25%
NSAA
1434
Noroian Steven A & Associates
California
$910K -$36.2K -1,100 -4%
FAB
1435
First American Bank
Illinois
$909K -$5.95M -180,763 -87%
PSI
1436
Pinnacle Summer Investments
Virginia
$907K +$50.2K +1,525 +6%
ALA
1437
Atherton Lane Advisers
California
$906K -$53.3K -1,619 -6%
CI
1438
Cowen Inc
New York
$901K +$891K +27,085 New
CBT
1439
Central Bank & Trust
Kentucky
$896K +$10.5K +318 +1%
LIM
1440
Leavell Investment Management
Alabama
$895K -$20.6K -625 -2%
DBT
1441
Dubuque Bank & Trust
Iowa
$894K +$29.3K +890 +3%
ACM
1442
Argentus Capital Management
Texas
$891K -$640K -19,461 -42%
BP
1443
Ballentine Partners
Massachusetts
$886K +$44K +1,339 +5%
BIM
1444
Barton Investment Management
Pennsylvania
$885K -$204K -6,200 -19%
SC
1445
Savant Capital
Illinois
$883K -$16.3K -495 -2%
SFT
1446
Simmons First Trust
Arkansas
$873K +$863K +26,243 New
JWM
1447
Jacobus Wealth Management
Wisconsin
$864K
WOC
1448
West Oak Capital
California
$859K -$452K -13,748 -35%
MWP
1449
MYCIO Wealth Partners
Pennsylvania
$858K +$106K +3,229 +14%
HH
1450
Hilltop Holdings
Texas
$848K +$119K +3,618 +17%

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.