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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
AA
1776
Alta Advisers
United Kingdom
$25K -$24.2K -735 -50%
AWMS
1777
Advocacy Wealth Management Services
Georgia
$24K +$13.3K +405 +165%
FPCG
1778
Fort Pitt Capital Group
Pennsylvania
$21.6K -$164 -5 -0.8%
PSC
1779
Prentiss Smith & Co
Vermont
$20K +$19.4K +590 New
AA
1780
AlphaMark Advisors
Kentucky
$15K
PFG
1781
Pacific Financial Group
Washington
$13K
BCI
1782
Brinker Capital Investments
Pennsylvania
$13K +$13.2K +400 New
JAM
1783
Jolley Asset Management
North Carolina
$11K -$3.41M -103,617 -100%
NIM
1784
NuWave Investment Management
New Jersey
$10K -$99.4K -3,021 -91%
MIM
1785
Macroview Investment Management
Maryland
$10K -$12K -366 -56%
ACM
1786
Aviance Capital Management
Florida
$9K -$1.99M -60,605 -100%
SMA
1787
Simply Money Advisors
Ohio
$8K -$56.7K -1,723 -88%
WCM
1788
Wealthcare Capital Management
Virginia
$7K +$33 +1 +0.5%
GC
1789
Globeflex Capital
California
$6K +$329 +10 +6%
UB
1790
UMB Bank
Missouri
$5.86K -$520K -15,792 -8%
MAM
1791
Meeder Asset Management
Ohio
$5K
IFWM
1792
Institute for Wealth Management
Colorado
$4K
CCT
1793
Capital City Trust
Florida
$2.48K +$22.4K +682 +0.9%
CEMP
1794
Compass Efficient Model Portfolios
Tennessee
$2K
EU
1795
Emory University
Georgia
$2K
EFS
1796
Essex Financial Services
Connecticut
$1.93K +$147K +4,473 +8%
CPS
1797
Counsel Portfolio Services
Ontario, Canada
$869 +$220K +6,700 +35%
CG
1798
Carmignac Gestion
France
-$768M -22,242,542 Closed
SCM
1799
Scout Capital Management
New York
-$276M -8,000,000 Closed
OH
1800
Orbis Holdings
Bermuda
-$226M -6,557,052 Closed

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.