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Microsoft
MSFT

Overview Fund Activity

1,792 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, 865 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,792
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.13%
Holding in Top 10
485
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.7%
% of All Funds
15.73%
New
112
Increased
682
Reduced
865
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$922M
3
HCM
Highfields Capital Management
Massachusetts
+$876M
4
Macquarie Group
Macquarie Group
Australia
+$518M
5
SFM
Soros Fund Management
New York
+$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.1B
2
CG
Carmignac Gestion
France
-$768M
3
Franklin Resources
Franklin Resources
California
-$420M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$415M
5
GE
General Electric
Ohio
-$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
626
Chilton Capital Management
Texas
$10.5M -$4.62M -138,968 -31%
SBCM
627
Schwerin Boyle Capital Management
Massachusetts
$10.5M – – –
AIA
628
Alerus Investment Advisors
Minnesota
$10.4M -$4.41M -132,628 -30%
WC
629
Woodstock Corp
Massachusetts
$10.4M -$1.18M -35,560 -10%
HCMNY
630
Howard Capital Management (New York)
New York
$10.4M +$155K +4,652 +2%
DPIM
631
Duff & Phelps Investment Management
Illinois
$10.4M +$31.6K +950 +0.3%
CIBC World Market
632
CIBC World Market
Ontario, Canada
$10.4M -$663K -19,907 -6%
CI
633
Constellation Investments
Ohio
$10.3M +$658K +19,750 +7%
IC
634
InterOcean Capital
Illinois
$10.3M +$164K +4,915 +2%
ECM
635
Evergreen Capital Management
Washington
$10.3M +$141K +4,233 +1%
BA
636
Boston Advisors
Massachusetts
$10.2M -$1.29M -38,703 -11%
VWM
637
Valley Wealth Managers
New Jersey
$10.2M +$284K +8,520 +3%
TCM
638
Tufton Capital Management
Maryland
$10.2M -$310K -9,314 -3%
TAM
639
Trillium Asset Management
Massachusetts
$10.2M +$574K +17,262 +6%
HAM
640
Highstreet Asset Management
Ontario, Canada
$10.1M -$374K -11,220 -4%
SSB
641
Sandy Spring Bank
Maryland
$10.1M -$378K -11,361 -4%
DC
642
Davenport & Co
Virginia
$10.1M -$68.8M -2,068,440 -87%
GGI
643
Godsey & Gibb Inc
Virginia
$10.1M -$183K -5,511 -2%
BPB
644
Badgley, Phelps & Bell
Washington
$10M +$750K +22,524 +8%
LM
645
Lincluden Management
Ontario, Canada
$9.98M -$160K -4,815 -2%
VIMU
646
Veritas Investment Management (UK)
United Kingdom
$9.92M -$383K -11,500 -4%
PAM
647
Palisade Asset Management
Minnesota
$9.81M -$171K -5,151 -2%
KCA
648
KR Capital Advisors
New York
$9.77M +$462K +13,885 +5%
WTC
649
WhitTier Trust Company
Nevada
$9.56M +$288K +8,669 +3%
GJIC
650
Gamble Jones Investment Counsel
California
$9.46M +$1.38M +41,524 +17%
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