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Microsoft

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
RCA
1651
Rex Capital Advisors
Rhode Island
$299K
FWM
1652
Focused Wealth Management
New York
$297K +$293K +8,921 New
CP
1653
Coho Partners
Pennsylvania
$296K
ARM
1654
Adirondack Research & Management
New York
$294K
LGC
1655
Laurel Grove Capital
California
$287K -$7.4K -225 -3%
MTIM
1656
Marathon Trading Investment Management
Pennsylvania
$286K +$283K +8,600 New
EWA
1657
EP Wealth Advisors
California
$285K -$53.4K -1,623 -16%
NAM
1658
Nichols Asset Management
Massachusetts
$283K
Financial Engines Advisors
1659
Financial Engines Advisors
California
$278K +$275K +8,346 New
NEPWA
1660
New England Private Wealth Advisors
Massachusetts
$276K +$1.91K +58 +0.7%
SP
1661
Steelhead Partners
Washington
$275K -$271K -8,250 -50%
HCM
1662
Harvey Capital Management
Florida
$272K
IMS
1663
Index Management Solutions
Pennsylvania
$272K +$268K +8,159 New
CL
1664
CIM LLC
New York
$270K +$33 +1 +0%
AW
1665
Alpha Windward
Massachusetts
$270K +$1.55K +47 +0.6%
CCA
1666
Conestoga Capital Advisors
Pennsylvania
$269K -$9.87K -300 -4%
SCA
1667
SAC Capital Advisors
Connecticut
$268K -$1.51M -45,977 -85%
LA
1668
Lau Associates
Delaware
$268K -$558K -16,957 -68%
Twin Tree Management
1669
Twin Tree Management
Texas
$268K +$265K +8,057 New
HIM
1670
Hillsdale Investment Management
Ontario, Canada
$266K -$92.1K -2,800 -26%
KC
1671
Kingfisher Capital
North Carolina
$263K
DAC
1672
Dividend Assets Capital
South Carolina
$262K -$14.3K -435 -5%
AT
1673
Arvest Trust
Oklahoma
$260K +$3.55K +108 +1%
MCWS
1674
McKinley Carter Wealth Services
West Virginia
$260K +$257K +7,807 New
DA
1675
Dunvegan Associates
California
$259K

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.