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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$259M -$37.5M -1,138,503 -13%
1832 Asset Management
127
1832 Asset Management
Ontario, Canada
$258M +$71.6M +2,177,399 +39%
RL
128
Ruffer LLP
United Kingdom
$257M +$69.3M +2,106,900 +38%
First Manhattan
129
First Manhattan
New York
$256M -$14.8M -451,034 -6%
Citigroup
130
Citigroup
New York
$256M +$6.91M +210,099 +3%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$248M +$120M +3,636,823 +95%
GIA
132
Gateway Investment Advisers
Ohio
$243M -$3.73M -113,349 -2%
Flossbach Von Storch
133
Flossbach Von Storch
Germany
$243M +$42.8M +1,301,475 +22%
Retirement Systems of Alabama
134
Retirement Systems of Alabama
Alabama
$241M +$1.82M +55,415 +0.8%
AQR Capital Management
135
AQR Capital Management
Connecticut
$239M +$36.5M +1,108,439 +18%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$239M -$6.1M -185,538 -3%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$233M +$156M +4,742,563 +211%
JIM
138
Jensen Investment Management
Oregon
$228M +$2.29M +69,515 +1%
PIM
139
Platinum Investment Management
Australia
$223M -$222M -6,750,000 -50%
SI
140
Sentry Investments
Ontario, Canada
$221M -$24.1M -731,200 -10%
Harris Associates
141
Harris Associates
Illinois
$218M +$2.71M +82,423 +1%
HL
142
Harding Loevner
New Jersey
$218M -$88M -2,675,119 -29%
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$214M +$6.84M +207,955 +3%
PI
144
PGGM Investments
Netherlands
$213M +$38.7M +1,175,127 +23%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$212M +$209M +6,362,341 New
Axa
146
Axa
France
$209M -$15.6M -475,319 -7%
Diamond Hill Capital Management
147
Diamond Hill Capital Management
Ohio
$208M +$1.66M +50,485 +0.8%
PAM
148
Panagora Asset Management
Massachusetts
$205M -$30.7M -933,021 -13%
EAM
149
Eagle Asset Management
Florida
$203M +$115M +3,485,599 +133%
Lord, Abbett & Co
150
Lord, Abbett & Co
New Jersey
$200M +$138M +4,196,233 +232%

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.