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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 %
AFG
551
American Financial Group
Ohio
$16.7M -$8.23M -220,000 -33%
DSI
552
Daiwa SB Investments
Japan
$16.6M +$2.14M +57,085 +15%
PHS
553
Pekin Hardy Strauss
Illinois
$16.6M -$15.1M -403,972 -48%
SIM
554
Sentry Investment Management
Wisconsin
$16.6M +$226K +6,030 +1%
EIA
555
Edgemoor Investment Advisors
Maryland
$16.6M +$117K +3,138 +0.7%
CF
556
CNA Financial
Illinois
$16.4M -$4.11M -109,939 -20%
DnB Asset Management
557
DnB Asset Management
Norway
$16.3M -$12.5M -332,976 -43%
JMH
558
J.M. Hartwell
New York
$16.3M -$425K -11,370 -3%
OPCM
559
Osborne Partners Capital Management
California
$16.3M -$3.44M -91,939 -17%
PRC
560
Platte River Capital
Colorado
$16.1M -$465K -12,420 -3%
PL
561
Parthenon LLC
Kentucky
$16.1M -$55.2K -1,475 -0.3%
SGAM
562
Smith Group Asset Management
Texas
$16M -$6.36K -170 -0%
CCT
563
Country Club Trust
Missouri
$16M +$267K +7,132 +2%
Toronto Dominion Bank
564
Toronto Dominion Bank
Ontario, Canada
$15.9M +$5.32M +142,133 +50%
HCMT
565
Highland Capital Management (Tennessee)
Tennessee
$15.9M +$44.2K +1,181 +0.3%
CCM
566
Compass Capital Management
Minnesota
$15.8M +$123K +3,298 +0.8%
BSPF
567
British Steel Pension Fund
United Kingdom
$15.7M -$435K -11,627 -3%
Creative Planning
568
Creative Planning
Kansas
$15.6M -$563K -15,042 -3%
NLI
569
Nippon Life Insurance
Japan
$15.5M -$625K -16,686 -4%
CIP
570
Convergence Investment Partners
Florida
$15.5M +$1.76M +47,142 +13%
V
571
Veritable
Delaware
$15.4M -$830K -22,177 -5%
MJRIC
572
Mogy Joel R Investment Counsel
California
$15.4M -$287K -7,662 -2%
MC
573
Martin Currie
United Kingdom
$15.3M -$363K -9,700 -2%
BA
574
Bridgewater Associates
Connecticut
$15.2M +$15.2M +406,800 New
FIM
575
Frontier Investment Management
Texas
$15.2M -$76.7K -2,057 -0.5%
21 22
23
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