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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
HRIA
1576
Haberer Registered Investment Advisor
Ohio
$469K -$353K -10,721 -43%
VCP
1577
Vista Capital Partners
Oregon
$466K -$3.13K -95 -0.7%
DIP
1578
DT Investment Partners
Pennsylvania
$460K +$21.3K +646 +5%
AAM
1579
AR Asset Management
California
$459K
MBT
1580
Montecito Bank & Trust
California
$458K +$2.96K +90 +0.7%
ACP
1581
Aviance Capital Partners
Florida
$449K -$17.7K -539 -4%
PWM
1582
ParenteBeard Wealth Management
Pennsylvania
$445K -$9.71K -295 -2%
MPIA
1583
Mountain Pacific Investment Advisers
Idaho
$442K -$67.4K -2,050 -13%
LC
1584
Lubar & Co
Wisconsin
$440K +$173K +5,266 +66%
KTC
1585
Kistler-Tiffany Companies
Pennsylvania
$437K +$24.9K +758 +6%
SCA
1586
Salient Capital Advisors
Texas
$436K -$55.7K -1,692 -11%
MSR
1587
Main Street Research
Connecticut
$429K -$115K -3,492 -21%
PA
1588
Planning Alternatives
Michigan
$429K -$3.29K -100 -0.8%
BIC
1589
Beach Investment Counsel
Pennsylvania
$427K
AIS
1590
APG Investment Services
Netherlands
$423K
CCB
1591
Cutter & Co Brokerage
Missouri
$422K -$10.4K -317 -2%
WG
1592
Welch Group
Alabama
$421K +$28.5K +865 +7%
WIC
1593
Wilkins Investment Counsel
Massachusetts
$419K
NYLT
1594
New York Life Trust
New York
$418K -$42.7K -1,299 -9%
CPA
1595
Cowen Prime Advisors
New York
$416K +$28K +851 +7%
NC
1596
NewSquare Capital
Pennsylvania
$411K +$4.14K +126 +1%
CCM
1597
Copeland Capital Management
Pennsylvania
$408K -$10.4M -317,510 -96%
OAM
1598
Oberweis Asset Management
Illinois
$406K -$49.1K -1,492 -11%
AI
1599
Accredited Investors
Minnesota
$406K +$51.1K +1,552 +15%
FWSM
1600
First Wilshire Securities Management
California
$404K +$28K +850 +8%

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.