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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
TGA
176
Trilogy Global Advisors
Florida
$153M +$6.35M +192,986 +4%
LBG
177
Lloyds Banking Group
United Kingdom
$153M +$25.4M +772,548 +20%
BCIM
178
British Columbia Investment Management
British Columbia, Canada
$152M -$59.3M -1,802,563 -28%
H
179
Hexavest
Quebec, Canada
$151M +$24.3M +737,667 +19%
IGIM
180
I.G. Investment Management
Manitoba, Canada
$148M -$27.4M -833,124 -16%
N
181
Natixis
France
$147M +$115M +3,507,915 +394%
GC
182
Guggenheim Capital
Illinois
$143M +$22.1M +671,921 +19%
KeyBank National Association
183
KeyBank National Association
Ohio
$141M -$7.3M -221,982 -5%
TIM
184
Thornburg Investment Management
New Mexico
$140M -$245M -7,453,080 -64%
Comerica Bank
185
Comerica Bank
Texas
$139M -$1.06M -32,212 -0.8%
MIP
186
Mondrian Investment Partners
United Kingdom
$138M +$12.3M +374,000 +10%
FI
187
Focused Investors
California
$138M +$5.44M +165,400 +4%
VOYA Investment Management
188
VOYA Investment Management
Georgia
$134M -$226M -6,883,514 -63%
CLM
189
ClearBridge LLC (Maryland)
Maryland
$134M +$21.9M +664,595 +20%
ACI
190
AMP Capital Investors
Australia
$134M -$4.23M -128,544 -3%
AIG
191
American International Group
New York
$131M -$19.4M -591,051 -13%
BWA
192
Brave Warrior Advisors
New York
$131M +$130M +3,936,900 New
BGIM
193
Brandywine Global Investment Management
Pennsylvania
$131M -$15.7M -477,692 -11%
KCM
194
Kensico Capital Management
Connecticut
$129M +$127M +3,875,000 New
MAMU
195
Marathon Asset Management (UK)
United Kingdom
$128M -$1.98M -60,094 -2%
UIM
196
USS Investment Management
United Kingdom
$127M
SSM
197
Sound Shore Management
Connecticut
$127M -$3.36M -102,048 -3%
FCM
198
Farallon Capital Management
California
$127M +$125M +3,805,000 New
TPSF
199
Texas Permanent School Fund
Texas
$126M -$2.8M -85,197 -2%
SOMRS
200
State of Michigan Retirement System
Michigan
$124M +$783K +23,800 +0.6%

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.