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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
DM
1851
Delphi Management
Massachusetts
-$2.61M -75,458 Closed
DCMM
1852
DG Capital Management (Massachusetts)
Massachusetts
-$2.56M -74,000 Closed
ICM
1853
Ionic Capital Management
New York
-$2.4M -72,969 Closed
TI
1854
Turner Investments
Pennsylvania
-$2.27M -65,560 Closed
HAM
1855
Harber Asset Management
North Carolina
-$2.17M -62,897 Closed
LI
1856
Longer Investments
Arkansas
-$1.87M -54,080 Closed
NCIM
1857
New Century Investment Management
Michigan
-$1.68M -48,704 Closed
WCA
1858
Waratah Capital Advisors
Ontario, Canada
-$1.53M -44,200 Closed
OCM
1859
Orleans Capital Management
Louisiana
-$1.48M -42,766 Closed
TBAM
1860
True Bearing Asset Management
California
-$1.44M -41,802 Closed
GCP
1861
GSA Capital Partners
United Kingdom
-$1.39M -40,221 Closed
WA
1862
WESPAC Advisors
California
-$1.35M -39,227 Closed
BB
1863
Bell Bank
North Dakota
-$1.33M -38,623 Closed
CPSAC
1864
Chas P. Smith & Associates (CPS)
Florida
-$1.28M -37,184 Closed
TT
1865
Tiedemann Trust
Delaware
-$1.28M -36,968 Closed
FIM
1866
FourPoints Investment Managers
France
-$1.22M -35,280 Closed
SCM
1867
Sigma Capital Management
Connecticut
-$1.21M -35,000 Closed
MFIMFI
1868
Mesirow Financial Investment Management - Fixed Income
Illinois
-$1.18M -34,149 Closed
HA
1869
Heartland Advisors
Wisconsin
-$1.14M -33,118 Closed
GP
1870
GLG Partners
United Kingdom
-$1.05M -30,500 Closed
DS
1871
Dudley & Shanley
Florida
-$915K -26,500 Closed
FM
1872
Family Management
New York
-$903K -26,126 Closed
MCM
1873
Moon Capital Management
New York
-$846K -24,498 Closed
FAM
1874
Forty4 Asset Management
Illinois
-$844K -24,438 Closed
QT
1875
Quantbot Technologies
New York
-$768K -22,257 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.