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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
PIM
1751
Profit Investment Management
Maryland
$60.1K -$2.99M -90,893 -5%
MUMSS
1752
Mitsubishi UFJ Morgan Stanley Securities
Japan
$59K -$184K -5,600 -76%
PFO
1753
Pathstone Family Office
New Jersey
$59K
IWC
1754
Integrated Wealth Counsel
California
$54.4K -$65.8K -2,000 -55%
GAAM
1755
Guinness Atkinson Asset Management
California
$52K
MAS
1756
Madden Advisory Services
Florida
$51K +$8.95K +272 +22%
ST
1757
SpiderRock Trading
Illinois
$50K
PFG
1758
Piershale Financial Group
Illinois
$50K +$25.2K +765 +100%
Group One Trading
1759
Group One Trading
Illinois
$50K +$49.3K +1,500 New
HHMI
1760
Howard Hughes Medical Institute
Maryland
$48K -$319K -9,696 -87%
NCM
1761
Nelson Capital Management
California
$47K -$52.6K -1,600 -53%
PC
1762
Polar Capital
United Kingdom
$43.6K -$30.2M -918,016 -41%
TFMS
1763
Trust & Fiduciary Management Services
Massachusetts
$43K +$2.57K +78 +6%
TCM
1764
Tributary Capital Management
Nebraska
$42K -$3.68M -111,900 -99%
MMH
1765
Menora Mivtachim Holdings
Israel
$38K -$39.9M -1,212,127 -100%
SAM
1766
Solaris Asset Management
New York
$36K -$244K -7,412 -87%
CL
1767
CFS LLC
Oklahoma
$36K
MWAM
1768
Mariner Wealth Advisors (Madison)
Kansas
$36K +$2.83K +86 +9%
CCM
1769
Credo Capital Management
Maryland
$35K -$4.11K -125 -11%
SHWM
1770
Smith & Howard Wealth Management
Georgia
$31K
GI
1771
Gradient Investments
Minnesota
$31K +$4.61K +140 +18%
CP
1772
Corbenic Partners
Pennsylvania
$29K +$25.9K +786 +1,034%
NHFG
1773
New Harbor Financial Group
Massachusetts
$28K
AIM
1774
Acuity Investment Management
Ontario, Canada
$27K -$9.87K -300 -27%
VCM
1775
Vigilant Capital Management
Maine
$27K

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.