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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
ACM
1551
Alta Capital Management
Utah
$523K +$33 +1 +0%
RAM
1552
Roanoke Asset Management
New Jersey
$522K +$450K +13,675 New
FIMG
1553
Financial & Investment Management Group
Michigan
$514K -$2.34M -71,050 -82%
AIC
1554
Atlantic Investment Company
Georgia
$514K -$51K -1,550 -9%
HBWM
1555
Hollow Brook Wealth Management
New York
$507K -$11.3M -341,994 -96%
MS
1556
Marshall & Sullivan
Washington
$504K
HCMT
1557
Highland Capital Management (Texas)
Texas
$501K
VAM
1558
Visium Asset Management
New York
$501K +$294K +8,922 +146%
PCA
1559
Private Capital Advisors
Connecticut
$495K
CAM
1560
Cacti Asset Management
Georgia
$494K
HW
1561
Hancock Whitney
Mississippi
$494K +$9.54K +290 +2%
MC
1562
Middleton & Co
Massachusetts
$491K -$69.7K -2,120 -13%
BFEC
1563
Benjamin F. Edwards & Company
Missouri
$488K -$1.07M -32,422 -69%
CMANY
1564
Capital Management Associates (New York)
New York
$485K +$480K +14,585 New
IUAM
1565
Itau USA Asset Management
New York
$483K -$98.7K -3,000 -17%
CASB
1566
Cape Ann Savings Bank
Massachusetts
$478K -$3.29K -100 -0.7%
JIR
1567
James Investment Research
Ohio
$477K -$7.03M -213,577 -94%
LPT
1568
Legacy Private Trust
Wisconsin
$476K -$74.3K -2,260 -14%
Kayne Anderson Rudnick Investment Management
1569
Kayne Anderson Rudnick Investment Management
California
$476K
LD
1570
Lipe & Dalton
New York
$475K
ITIM
1571
Indiana Trust & Investment Management
Indiana
$474K +$76.2K +2,315 +19%
WKA
1572
Wilson Kemp & Associates
Michigan
$471K -$669K -20,350 -59%
OA
1573
Outfitter Advisors
Virginia
$471K -$8.39K -255 -2%
KIG
1574
Kovitz Investment Group
Illinois
$470K -$238K -7,249 -34%
AFG
1575
Albion Financial Group
Utah
$470K -$151K -4,600 -25%

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.