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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
GDF
1876
Graham & Dodd Fund
New York
-$761K -22,036 Closed
GHAM
1877
Gilman Hill Asset Management
Connecticut
-$752K -21,760 Closed
FFSOTS
1878
Fiduciary Financial Services of The Southwest
Texas
-$737K -21,330 Closed
MG
1879
Meditor Group
Bermuda
-$691K -20,000 Closed
NAM
1880
Needelman Asset Management
California
-$622K -18,002 Closed
CHJWM
1881
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$559K -16,208 Closed
TWI
1882
Thomas White International
Illinois
-$506K -14,640 Closed
Verition Fund Management
1883
Verition Fund Management
Connecticut
-$464K -13,450 Closed
AIM
1884
Avity Investment Management
Connecticut
-$443K -12,830 Closed
ICM
1885
IMS Capital Management
Oregon
-$441K -12,763 Closed
OAMG
1886
Odey Asset Management Group
United Kingdom
-$432K -12,500 Closed
NAM
1887
North American Management
Massachusetts
-$409K -11,850 Closed
MA
1888
Montag & Associates
Georgia
-$386K -11,171 Closed
SFG
1889
SNS Financial Group
Minnesota
-$370K -10,703 Closed
RCM
1890
Reynolds Capital Management
Nevada
-$363K -10,500 Closed
RC
1891
RBF Capital
California
-$345K -10,000 Closed
HC
1892
Hourglass Capital
Texas
-$332K -9,600 Closed
GCT
1893
Galaxy Capital Trading
British Virgin Islands
-$311K -9,000 Closed
ERIM
1894
Eagle Ridge Investment Management
Connecticut
-$279K -8,067 Closed
PRCM
1895
Pine River Capital Management
Minnesota
-$240K -7,300 Closed
DWM
1896
Destination Wealth Management
California
-$244K -7,090 Closed
GAM
1897
Garrison Asset Management
Arkansas
-$240K -6,956 Closed
ECM
1898
Ensemble Capital Management
California
-$236K -6,825 Closed
PGCM
1899
Prescott Group Capital Management
Oklahoma
-$207K -6,000 Closed
HHGA
1900
Halbert Hargrove Global Advisors
California
-$207K -5,992 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.