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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
FCAM
201
F&C Asset Management
United Kingdom
$119M +$1.1M +33,395 +0.9%
ASRS
202
Arizona State Retirement System
Arizona
$118M +$155K +4,700 +0.1%
BG
203
Bahl & Gaynor
Ohio
$117M +$3.34M +101,612 +3%
NTCOC
204
Northern Trust Company of Connecticut
Connecticut
$117M -$6.9M -209,766 -6%
Korea Investment Corp
205
Korea Investment Corp
South Korea
$117M +$7.96M +242,100 +7%
CBOA
206
Commonwealth Bank of Australia
Australia
$116M -$29.1M -883,717 -20%
IRF
207
IBM Retirement Fund
New York
$115M -$16.7M -508,187 -13%
AIM
208
abrdn Investment Management
United Kingdom
$115M +$4.08M +124,049 +4%
EPFB
209
Employees Provident Fund Board
Malaysia
$113M -$50.7M -1,541,975 -31%
USSCPF
210
United States Steel & Carnegie Pension Fund
New York
$111M -$10.4M -315,000 -9%
SBAM
211
Santa Barbara Asset Management
California
$111M +$6.17M +187,505 +6%
CM
212
CS McKee
Pennsylvania
$110M -$4.8M -145,756 -4%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$109M -$4.22M -128,314 -4%
CCMH
214
Cornerstone Capital Management Holdings
New York
$108M -$1.14M -34,531 -1%
SNC
215
Stifel Nicolaus & Co
Missouri
$107M +$20.5M +624,140 +24%
RFS
216
Rockefeller Financial Services
New York
$104M -$10.8M -329,206 -10%
RRAM
217
River Road Asset Management
Kentucky
$103M +$3.96M +120,514 +4%
KBC Group
218
KBC Group
Belgium
$102M +$31.1M +946,020 +45%
RIM
219
RS Investment Management
California
$99.5M +$39.8M +1,209,753 +68%
Massachusetts Financial Services
220
Massachusetts Financial Services
Massachusetts
$98M -$14.9M -451,702 -13%
SI
221
Scharf Investments
California
$97.7M +$3.54M +107,625 +4%
CCM
222
Cullen Capital Management
New York
$97.7M +$2.31M +70,080 +2%
GT
223
Glenmede Trust
Pennsylvania
$96.6M -$6.56M -199,303 -6%
SCM
224
Sterling Capital Management
North Carolina
$92.7M -$17.9M -544,986 -16%
LCS
225
Levin Capital Strategies
New York
$92.3M +$24.7M +750,576 +37%

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.