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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
BCM
1501
BBT Capital Management
Texas
$658K -$45.2K -1,373 -6%
DCM
1502
Driehaus Capital Management
Illinois
$651K -$839K -25,500 -57%
APCM
1503
Arbiter Partners Capital Management
New York
$649K -$4.52M -137,400 -88%
HIC
1504
Harvey Investment Company
Kentucky
$643K
YMRC
1505
Yorktown Management & Research Company
Virginia
$643K +$635K +19,300 New
FANJ
1506
Financial Architects (New Jersey)
New Jersey
$640K -$71.2K -2,163 -10%
ACM
1507
Advisors Capital Management
New Jersey
$640K +$4.93K +150 +0.8%
PCMC
1508
Paragon Capital Management (Colorado)
Colorado
$636K +$724 +22 +0.1%
MC
1509
Montag & Caldwell
Georgia
$636K -$1.65K -50 -0.3%
PH
1510
Pinnacle Holdings
Oklahoma
$630K -$19.5K -592 -3%
VF
1511
Virtu Financial
New York
$627K +$619K +18,815 New
Manulife (Manufacturers Life Insurance)
1512
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$625K +$33.6M +1,022,771 +6%
BSB
1513
Bangor Savings Bank
Maine
$624K +$44.4K +1,351 +8%
MIP
1514
Marietta Investment Partners
Wisconsin
$623K
ZCI
1515
Zevenbergen Capital Investments
Washington
$619K +$612K +18,610 New
RCM
1516
Rotella Capital Management
Washington
$612K +$604K +18,360 New
AMIM
1517
Aull & Monroe Investment Management
Alabama
$611K +$9.87K +300 +2%
Westfield Capital Management
1518
Westfield Capital Management
Massachusetts
$598K -$4.44M -134,850 -88%
BA
1519
Birinyi Associates
Connecticut
$597K -$36.2K -1,100 -6%
RCM
1520
RNC Capital Management
California
$593K -$2.94M -89,228 -83%
WA
1521
Waverly Advisors
Alabama
$593K -$22.2K -675 -4%
HCA
1522
Horan Capital Advisors
Ohio
$591K +$584K +17,758 New
Fuller & Thaler Asset Management
1523
Fuller & Thaler Asset Management
California
$580K -$678K -20,600 -54%
FIM
1524
Freedom Investment Management
Connecticut
$573K -$138K -4,194 -20%
TAM
1525
Todd Asset Management
Kentucky
$567K -$32.8M -998,232 -98%

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.