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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 %
CC
826
Coastland Capital
California
$6.74M +$6.74M +180,000 New
TAM
827
Tealwood Asset Management
Minnesota
$6.74M +$169K +4,525 +3%
JA
828
JLB & Associates
Michigan
$6.73M -$73.7K -1,969 -1%
OWIM
829
Old West Investment Management
California
$6.71M -$2.52M -67,240 -27%
MIC
830
MU Investments Company
Japan
$6.66M +$3.99M +106,646 +150%
SIM
831
Sterling Investment Management
Arizona
$6.61M -$64.8K -1,732 -1%
WFM
832
Wilmington Funds Management
Delaware
$6.59M -$729K -19,473 -10%
FBNAT
833
FirstMerit Bank N.A. Trustee
Ohio
$6.58M -$142K -3,794 -2%
BOTW
834
Bank of the West
California
$6.58M -$191K -5,116 -3%
BCAM
835
Boston Common Asset Management
Massachusetts
$6.56M -$1.46M -38,911 -18%
FAT
836
First American Trust
California
$6.54M +$38.9K +1,040 +0.6%
CTA
837
Colonial Trust Advisors
South Carolina
$6.53M -$149K -3,976 -2%
BBA
838
BLB&B Advisors
Pennsylvania
$6.51M -$301K -8,056 -4%
LBC
839
Lawrence B. Cohen
$6.51M -$813K -21,742 -11%
FMBTD
840
First Midwest Bank Trust Division
Illinois
$6.45M +$3.35M +89,481 +108%
JEW
841
Jamison Eaton & Wood
New Jersey
$6.44M +$119K +3,180 +2%
VCAM
842
Van Cleef Asset Management
Ohio
$6.42M +$144K +3,847 +2%
LI
843
Lafayette Investments
Maryland
$6.41M -$151K -4,047 -2%
DY
844
Dowling & Yahnke
California
$6.39M +$479K +12,808 +8%
SCM
845
Salem Capital Management
Massachusetts
$6.38M -$74.8K -2,000 -1%
MCM
846
Munder Capital Management
Michigan
$6.37M +$2.06M +54,995 +48%
PR
847
Payden & Rygel
California
$6.35M – – –
PC
848
Permit Capital
Pennsylvania
$6.35M – – –
MCM
849
Maple Capital Management
Vermont
$6.34M -$71.4K -1,908 -1%
MCM
850
McRae Capital Management
New Jersey
$6.29M -$46.8K -1,250 -0.7%
32 33
34
35 36