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Microsoft
MSFT

Overview Fund Activity

1,956 hedge funds and large institutions have $215B invested in Microsoft in 2013 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 693 increasing their positions, 861 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+164
Holders Change %
+9.15%
% of All Funds
56.81%
Holding in Top 10
543
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+11.96%
% of All Funds
15.77%
New
247
Increased
693
Reduced
861
Closed
63
Calls
$4.81B
Puts
$3.98B
Net Calls
+$832M
Net Calls Change
-$528M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.6B
2
Capital World Investors
Capital World Investors
California
+$1.31B
3
LPC
Lone Pine Capital
Connecticut
+$953M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$764M
5
Goldman Sachs
Goldman Sachs
New York
+$430M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.51B
2
Bank of America
Bank of America
North Carolina
-$642M
3
HCM
Highfields Capital Management
Massachusetts
-$561M
4
SFM
Soros Fund Management
New York
-$375M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCA
526
Locust Wood Capital Advisers
New York
$18.9M +$12.9M +345,586 +216%
ZIM
527
Zacks Investment Management
Illinois
$18.8M +$1.03M +27,610 +6%
FCBT
528
First Citizens Bank & Trust
North Carolina
$18.8M -$28.9M -773,297 -61%
SAC
529
Smith Affiliated Capital
New York
$18.7M -$166M – –
ECM
530
Empire Capital Management
Connecticut
$18.7M +$18.7M +500,000 New
FMW
531
Farr Miller & Washington
District of Columbia
$18.7M +$269K +7,179 +1%
SCM
532
Suffolk Capital Management
New York
$18.6M +$12.7M +340,100 +218%
DMIC
533
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.5M -$319K -8,532 -2%
ZIG
534
Zuckerman Investment Group
Illinois
$18.5M +$125K +3,350 +0.7%
QIM
535
Quest Investment Management
Oregon
$18.3M -$2.02M -54,126 -10%
SIC
536
Salem Investment Counselors
North Carolina
$18.2M -$277K -7,400 -1%
SC
537
Scotia Capital
Ontario, Canada
$18.2M +$310K +8,279 +2%
AIP
538
Ameritas Investment Partners
Nebraska
$18.1M +$6.02M +160,747 +50%
Citadel Advisors
539
Citadel Advisors
Florida
$18M -$73.8M -1,972,218 -80%
GIA
540
Guyasuta Investment Advisors
Pennsylvania
$17.9M +$357K +9,534 +2%
ISL
541
Ingalls & Snyder LLC
New York
$17.8M +$15.2K +405 +0.1%
SCM
542
Stux Capital Management
New York
$17.7M -$6.62M -177,000 -27%
GAM
543
Gotham Asset Management
New York
$17.5M -$464K -12,405 -3%
CAN
544
Cetera Advisor Networks
California
$17.5M +$742K +19,889 +4%
PP
545
Prospector Partners
Connecticut
$17.5M -$5.08M -135,800 -23%
SCM
546
Symons Capital Management
Pennsylvania
$17.5M +$112K +3,004 +0.6%
TCM
547
Twin Capital Management
Pennsylvania
$17.4M +$2.7M +72,220 +18%
LT
548
LJ Trust
Nevada
$17.4M +$17.4M +464,632 New
NIM
549
Nexus Investment Management
Ontario, Canada
$17.2M -$561K -15,000 -3%
BAM
550
Barrett Asset Management
New York
$16.8M -$14.9K -398 -0.1%
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