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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 %
SAM
701
Symphony Asset Management
California
$9.55M +$1.66M +44,353 +21%
Carson Wealth (CWM LLC)
702
Carson Wealth (CWM LLC)
Nebraska
$9.52M +$590K +15,763 +7%
AAM
703
Auxier Asset Management
Oregon
$9.52M – – –
HAM
704
Highstreet Asset Management
Ontario, Canada
$9.52M -$1.84M -49,200 -16%
FPCM
705
Financial Partners Capital Management
New York
$9.48M -$284K -7,582 -3%
MC
706
MIG Capital
California
$9.47M – – –
TCM
707
Tufton Capital Management
Maryland
$9.46M -$2.01M -53,666 -18%
FBP
708
Flippin Bruce & Porter
Virginia
$9.43M -$8.04K -215 -0.1%
DWA
709
Douglass Winthrop Advisors
New York
$9.41M +$80.6K +2,155 +0.9%
MERSOM
710
Municipal Employees' Retirement System of Michigan
Michigan
$9.4M – – –
ACM
711
Apex Capital Management
Ohio
$9.35M -$127K -3,382 -1%
VCM
712
Violich Capital Management
California
$9.35M -$68.1K -1,819 -0.7%
TH
713
Timber Hill
Connecticut
$9.34M -$20.2M -540,518 -68%
KJHP
714
K.J. Harrison & Partners
Ontario, Canada
$9.31M +$605K +15,200 +7%
LCM
715
Logan Capital Management
Pennsylvania
$9.27M -$63K -1,685 -0.7%
ACM
716
Azimuth Capital Management
Michigan
$9.24M +$819K +21,887 +10%
CTC
717
Central Trust Company
Missouri
$9.22M -$168K -4,494 -2%
TSBJ
718
Trevor, Stewart, Burton & Jacobsen
New York
$9.14M +$129K +3,450 +1%
NEI
719
Northwest & Ethical Investments
Ontario, Canada
$9.13M -$9.26M -247,330 -50%
SBH
720
Segall Bryant & Hamill
Illinois
$9.07M +$91.9K +2,456 +1%
RNS
721
Robert N. Shapiro
$9.07M -$948K -25,356 -9%
LTI
722
Laffer Tengler Investments
Tennessee
$9.04M +$9.04M +241,627 New
Daiwa Securities Group
723
Daiwa Securities Group
Japan
$8.94M -$342K -9,140 -4%
DCMA
724
Daiwa Capital Markets America
New York
$8.94M +$8.94M +238,860 New
BFM
725
Boston Financial Management
Massachusetts
$8.92M +$795K +21,263 +10%
27 28
29
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