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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
TCMG
1701
TSP Capital Management Group
New Jersey
$226K
CRC
1702
Curi RMB Capital
Illinois
$223K +$220K +6,685 New
AWCI
1703
Alpine Woods Capital Investors
New York
$220K -$4.93K -150 -2%
CA
1704
Cortland Associates
Missouri
$220K
FBFS
1705
First Business Financial Services
Wisconsin
$220K +$218K +6,614 New
VFP
1706
Verus Financial Partners
Virginia
$219K +$263 +8 +0.1%
HJA
1707
Hugh Johnson Advisors
New York
$217K -$17.5K -531 -8%
CIS
1708
Capital International Sarl
California
$217K +$214K +6,500 New
IG
1709
Ithaka Group
Virginia
$216K -$32.9K -1,000 -13%
BC
1710
Banced Corp
Illinois
$215K -$1.41M -42,771 -87%
CG
1711
Corundum Group
Colorado
$215K +$132 +4 +0.1%
FUBT
1712
First United Bank & Trust
Maryland
$213K
RGNCM
1713
R.G. Niederhoffer Capital Management
New York
$213K +$211K +6,400 New
FNBOMD
1714
First National Bank of Mount Dora
Florida
$207K +$7.4K +225 +4%
BCM
1715
Birmingham Capital Management
Alabama
$206K -$151K -4,600 -43%
WCM
1716
Wallace Capital Management
Texas
$203K
UF
1717
Univest Financial
Pennsylvania
$202K +$200K +6,074 New
SFS
1718
Signator Financial Services
Massachusetts
$201K -$42.9K -1,304 -18%
VAM
1719
Visionary Asset Management
Texas
$200K +$200K +6,079 New
AWS
1720
Aris Wealth Services
Pennsylvania
$186K +$184K +5,588 New
CM
1721
Castleark Management
Illinois
$185K
ZTNA
1722
Zions Trust National Association
Utah
$178K +$53K +1,610 +43%
FMA
1723
FNY Managed Accounts
New York
$166K +$164K +5,000 New
MI
1724
Mercer Investments
Massachusetts
$163K -$77K -2,342 -32%
HI
1725
Hudock Inc
Pennsylvania
$150K +$99 +3 +0.1%

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.