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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
MIM
1726
Merit Investment Management
Delaware
$149K
HF
1727
Hoxton Financial
West Virginia
$148K +$50K +1,520 +52%
FA
1728
Financial Advantage
Maryland
$139K -$10.4K -317 -7%
USGIU
1729
U.S. Global Investors (USGI)
Texas
$133K +$132K +4,000 New
FMP
1730
Financial Management Professionals
Texas
$132K
TCM
1731
TD Capital Management
Tennessee
$131K +$9.31K +283 +8%
KPCM
1732
Kings Point Capital Management
New York
$130K -$122K -3,700 -49%
Victory Capital Management
1733
Victory Capital Management
Texas
$129K +$128K +3,899 New
WCM
1734
Windsor Capital Management
Arizona
$119K -$3.72K -113 -3%
BIM
1735
Bridgecreek Investment Management
Oklahoma
$119K
AFIA
1736
America First Investment Advisors
Nebraska
$104K
FHC
1737
First Houston Capital
Texas
$103K +$102K +3,100 New
OSAM
1738
O'Shaughnessy Asset Management
Connecticut
$94K +$296 +9 +0.3%
MAM
1739
Mark Asset Management
New York
$90K +$88.8K +2,700 New
FNYS
1740
First New York Securities
New York
$83K +$82.2K +2,500 New
HCM
1741
Horrell Capital Management
Arkansas
$77K -$320K -9,735 -81%
LWA
1742
Lenox Wealth Advisors
New York
$76K +$461 +14 +0.6%
SFPIA
1743
Stevens First Principles Investment Advisors
California
$75K -$5.43K -165 -7%
EMA
1744
Efficient Market Advisors
California
$67K -$16.4K -500 -20%
ACMI
1745
Amida Capital Management II
New York
$67K +$65.8K +2,000 New
LFG
1746
LifePlan Financial Group
Ohio
$65K -$1.42K -43 -2%
ACM
1747
Antonetti Capital Management
Florida
$65K
TIM
1748
Tortoise Investment Management
New York
$64K -$4.28K -130 -6%
MDCM
1749
Morgan Dempsey Capital Management
Wisconsin
$63K -$85.5K -2,600 -58%
IRS
1750
Invictus RG (Singapore)
Singapore
$63K +$62.5K +1,900 New

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.