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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
DR
1476
Davis Rea
Ontario, Canada
$732K -$13K -395 -2%
DAM
1477
Deltec Asset Management
New York
$730K +$722K +21,937 New
MVA
1478
Mount Vernon Associates
Maryland
$728K -$2.1M -63,900 -75%
LC
1479
Lourd Capital
California
$728K -$13K -396 -2%
WI
1480
Wedgewood Investors
Pennsylvania
$721K
FC
1481
FIC Capital
New York
$721K +$178K +5,425 +33%
EML
1482
Eos Management LP
New York
$720K
PAA
1483
Peregrine Asset Advisers
Oregon
$714K -$7.24K -220 -1%
DSC
1484
Duncker Streett & Co
Missouri
$708K -$65.7K -1,996 -9%
ASN
1485
Advisory Services Network
Georgia
$707K +$2.4K +73 +0.3%
KT
1486
Kanaly Trust
Texas
$701K -$17.8K -540 -2%
FC
1487
Fayerweather Charles
$699K -$72.9K -2,215 -10%
HIM
1488
Herald Investment Management
United Kingdom
$699K
BB
1489
Busey Bank
Illinois
$694K -$9.97K -303 -1%
PAG
1490
Pinnacle Advisory Group
Maryland
$691K +$49.4K +1,503 +8%
AB
1491
Atlas Brown
Kentucky
$685K -$280K -8,525 -29%
SIG
1492
Sky Investment Group
Connecticut
$682K +$674K +20,495 New
IFB
1493
iAB Financial Bank
Indiana
$677K -$23K -700 -3%
TIC
1494
Trees Investment Counsel
Illinois
$677K
LFR
1495
Lehman Financial Resources
Pennsylvania
$669K -$3.67M -111,536 -85%
AB
1496
AT Bancorp
Iowa
$669K -$1.63M -49,623 -71%
MG
1497
MDE Group
New Jersey
$669K -$89.5K -2,720 -12%
IFS
1498
Ifrah Financial Services
Arkansas
$664K +$4.9K +149 +0.8%
IOOF
1499
Independent Order of Foresters
Ontario, Canada
$663K
FA
1500
FCG Advisors
New Jersey
$662K -$24.9K -757 -4%

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.