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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
BIG
1451
Blackthorn Investment Group
Kansas
$847K +$837K +25,450 New
BHC
1452
Bowen Hanes & Co
Florida
$843K +$14.8K +450 +2%
PCM
1453
Prelude Capital Management
New York
$841K +$831K +25,261 New
ANBTV
1454
American National Bank & Trust (Virginia)
Virginia
$839K +$54.2K +1,649 +7%
DMC
1455
Drexel Morgan & Co
Pennsylvania
$828K +$408K +12,398 +99%
AFC
1456
AFT Forsyth & Company
Florida
$822K +$63.2K +1,920 +8%
BSW
1457
Buckingham Strategic Wealth
Missouri
$814K +$13.7K +417 +2%
HCA
1458
Harbour Capital Advisors
Virginia
$813K
GT
1459
Greenleaf Trust
Michigan
$803K -$27.1K -825 -3%
DA
1460
Dillon & Associates
Michigan
$801K -$61.9K -1,881 -8%
NIM
1461
Northeast Investment Management
Massachusetts
$801K +$235K +7,151 +42%
FCFC
1462
First Commonwealth Financial Corp
Pennsylvania
$795K -$614K -18,673 -44%
BCM
1463
Bares Capital Management
Texas
$794K -$2.47K -75 -0.3%
BFPW
1464
BOK Financial Private Wealth
Colorado
$794K +$785K +23,870 New
CCM
1465
Carlson Capital Management
Minnesota
$793K +$153K +4,659 +24%
LSC
1466
Lesa Sroufe & Co
Washington
$791K +$7.63K +232 +1%
MFW
1467
Meristem Family Wealth
Minnesota
$790K -$32.2K -978 -4%
AF
1468
Allworth Financial
California
$784K -$35.2K -1,070 -4%
PAS
1469
Partnervest Advisory Services
California
$783K -$45.8K -1,393 -6%
NIMI
1470
Natixis Investment Managers International
France
$770K
HPBT
1471
High Point Bank & Trust
North Carolina
$768K -$97.5K -2,963 -11%
RIA
1472
Regal Investment Advisors
Michigan
$762K +$233K +7,069 +45%
AIM
1473
Arcadia Investment Management
Michigan
$758K -$42.8K -1,300 -5%
IH
1474
IFC Holdings
Florida
$749K -$5.2K -158 -0.7%
SFI
1475
SPC Financial Inc
Maryland
$744K -$16.5K -503 -2%

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.