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MSFT

1,809 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q2 according to their latest regulatory filings, with 1,809 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.32B | Put options by funds: $2.42B

Holders
1,809
Holders Change
+1,809
Holders Change %
–
% of All Funds
59.04%
Holding in Top 10
605
Holding in Top 10 Change
+605
Holding in Top 10 Change %
% of All Funds
19.75%
New
1,809
Increased
–
Reduced
–
Closed
–
Calls
$3.32B
Puts
$2.42B
Net Calls
+$891M
Net Calls Change
+$891M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1551
Advisors Capital Management
New Jersey
$659K +$625K +19,075 New
BA
1552
Birinyi Associates
Connecticut
$658K +$624K +19,050 New
JWA
1553
JFS Wealth Advisors
Pennsylvania
$653K +$619K +18,905 New
HA
1554
Halsey Associates
Connecticut
$650K +$616K +18,814 New
MIP
1555
Marietta Investment Partners
Wisconsin
$647K +$613K +18,720 New
DD
1556
Dominick & Dominick
New York
$647K +$613K +18,723 New
NC
1557
Nicholas Company
Wisconsin
$647K +$614K +18,750 New
AFG
1558
Albion Financial Group
Utah
$646K +$613K +18,710 New
CCM
1559
Cazenove Capital Management
United Kingdom
$644K +$610K +18,630 New
WA
1560
Waverly Advisors
Alabama
$639K +$606K +18,505 New
AMIM
1561
Aull & Monroe Investment Management
Alabama
$623K +$591K +18,047 New
NAM
1562
Needelman Asset Management
California
$622K +$590K +18,002 New
CC
1563
Capital Counsel
New York
$615K +$583K +17,800 New
LWI
1564
Long Wharf Investors
Massachusetts
$615K +$584K +17,817 New
IUAM
1565
Itau USA Asset Management
New York
$605K +$573K +17,500 New
BSB
1566
Bangor Savings Bank
Maine
$601K +$570K +17,406 New
AIM
1567
Aster Investment Management
California
$597K +$567K +17,295 New
PCM
1568
Palisade Capital Management
New Jersey
$596K +$566K +17,267 New
AIC
1569
Atlantic Investment Company
Georgia
$587K +$556K +16,980 New
NIM
1570
Northeast Investment Management
Massachusetts
$585K +$555K +16,926 New
RU
1571
RobecoSam USA
New York
$585K +$555K +16,939 New
MC
1572
Middleton & Co
Massachusetts
$584K +$553K +16,891 New
UBV
1573
United Bank (Virginia)
Virginia
$583K +$553K +16,872 New
KWMG
1574
King Wealth Management Group
Florida
$577K +$547K +16,707 New
LPT
1575
Legacy Private Trust
Wisconsin
$572K +$543K +16,560 New
61 62
63
64 65

MSFT Hedge Fund Activity: Q2 2013 in Review

1,809 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2013, worth a combined $198B.

Buyers outnumbered sellers: 1,809 funds opened new MSFT positions and 0 closed out — a net gain of 1,809 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,809 institutional investors held Microsoft (MSFT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $198B of Microsoft stock for Q2 2013.
  • 1,809 funds opened new Microsoft positions in Q2 2013 and 0 closed out, a net change of +1,809 holders.

Based on aggregated 13F filings for Q2 2013.