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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
DFIM
1676
Detwiler Fenton Investment Management
Massachusetts
$258K
MS
1677
Madison Scottsdale
Arizona
$257K -$112K -3,400 -31%
SSA
1678
South Street Advisors
New York
$256K
SFM
1679
Signature Financial Management
Virginia
$255K -$438K -13,310 -64%
Millennium Management
1680
Millennium Management
New York
$253K -$26M -791,673 -99%
TC
1681
TradeLink Capital
Illinois
$253K -$2.68M -81,400 -91%
CCM
1682
Chinook Capital Management
Oregon
$251K -$1.01M -30,745 -80%
AA
1683
ALPS Advisors
Colorado
$251K +$248K +7,546 New
NA
1684
NSB Advisors
New York
$250K
VOAM
1685
Vertex One Asset Management
British Columbia, Canada
$250K +$247K +7,500 New
SCM
1686
Southport Capital Management
Tennessee
$248K -$580K -17,622 -70%
PWAG
1687
Polaris Wealth Advisory Group
California
$245K -$657K -19,971 -73%
FI
1688
FCM Investments
Texas
$243K -$46.4K -1,409 -16%
PCM
1689
Palisade Capital Management
New Jersey
$242K -$329K -10,000 -58%
SWA
1690
SFMG Wealth Advisors
Texas
$241K +$559 +17 +0.2%
RIG
1691
Renaissance Investment Group
Massachusetts
$240K +$237K +7,205 New
HCM
1692
Hengehold Capital Management
Ohio
$238K -$2.5M -76,018 -91%
SCM
1693
Siphron Capital Management
California
$237K +$32.9K +1,000 +16%
CIC
1694
Chilton Investment Company
Connecticut
$237K +$234K +7,104 New
AA
1695
Alesco Advisors
New York
$236K
BCM
1696
Brown Capital Management
Maryland
$236K
DBG
1697
De Burlo Group
Massachusetts
$230K -$65.8K -2,000 -22%
LCM
1698
Lucas Capital Management
New Jersey
$230K
NA
1699
Nottingham Advisors
New York
$229K -$9.47K -288 -4%
BOIA
1700
Bush ODonnell Investment Advisors
Missouri
$229K

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.