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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
WT
151
Wellcome Trust
United Kingdom
$200M +$11.5M +350,000 +6%
Loomis, Sayles & Company
152
Loomis, Sayles & Company
Massachusetts
$198M -$286M -8,693,995 -59%
ACM
153
Atlanta Capital Management
Georgia
$191M -$36.1M -1,095,870 -16%
US Bancorp
154
US Bancorp
Minnesota
$190M -$1M -30,489 -0.5%
PAMU
155
Pictet Asset Management (UK)
United Kingdom
$189M +$16.4M +498,181 +10%
Aviva
156
Aviva
United Kingdom
$189M +$20.4M +619,665 +12%
EIG
157
EdgePoint Investment Group
Ontario, Canada
$188M +$26.2M +797,777 +16%
SCCM
158
Schafer Cullen Capital Management
New York
$187M -$851K -25,876 -0.5%
OTPPB
159
Ontario Teachers' Pension Plan Board
Ontario, Canada
$186M +$9.84M +299,027 +6%
TG
160
TCW Group
California
$185M +$61.3M +1,864,725 +51%
PI
161
Putnam Investments
Massachusetts
$185M -$2.47M -75,125 -1%
FAM
162
Fred Alger Management
New York
$174M +$14.8M +448,398 +9%
HCM
163
Herndon Capital Management
Georgia
$172M +$12.8M +388,489 +8%
MLICM
164
Metropolitan Life Insurance Company (MetLife)
New York
$169M -$62.5K -1,900 -0%
SIM
165
Sprucegrove Investment Management
Ontario, Canada
$169M -$5.91M -179,700 -3%
Brown Advisory
166
Brown Advisory
Maryland
$167M -$3.7M -112,534 -2%
SAC
167
Smith Affiliated Capital
New York
$166M
Robeco Institutional Asset Management
168
Robeco Institutional Asset Management
Netherlands
$166M +$30M +910,618 +22%
BNP Paribas Asset Management
169
BNP Paribas Asset Management
France
$165M +$6.02M +182,988 +4%
EP
170
Edinburgh Partners
United Kingdom
$162M -$37.8M -1,150,455 -19%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$159M -$45.8M -1,390,985 -23%
JWBC
172
John W. Bristol & Co
New York
$156M -$11.6M -352,315 -7%
NFA
173
Nationwide Fund Advisors
Ohio
$155M +$8.69M +263,998 +6%
SB
174
Suntrust Banks
Georgia
$155M +$26.1M +792,126 +21%
IVA
175
International Value Advisers
$154M +$270K +8,195 +0.2%

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.