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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 %
OWD
901
Osborn Williams & Donohoe
Ohio
$5.58M -$268K -7,176 -5%
CBB
902
Citizens Business Bank
California
$5.56M -$385K -10,279 -6%
WCAM
903
West Coast Asset Management
California
$5.56M -$386K -10,306 -6%
OSNBOA
904
Old Second National Bank of Aurora
Illinois
$5.55M +$1.02M +27,296 +23%
AL
905
Agran Libbie
California
$5.54M -$108K -2,881 -2%
BCM
906
Bluefin Capital Management
New York
$5.53M +$4.39M +117,226 +383%
TCM
907
Tran Capital Management
California
$5.52M -$572K -15,300 -9%
AMAL
908
Asset Management Advisors LLC
Oklahoma
$5.49M +$5.49M +146,720 New
VW
909
Vantage Wealth
California
$5.49M +$43.6K +1,165 +0.8%
MCM
910
Monarch Capital Management
Indiana
$5.49M -$389K -10,392 -7%
SAIG
911
Semper Augustus Investments Group
Colorado
$5.48M – – –
WDA
912
Wendell David Associates
New Hampshire
$5.45M -$159K -4,300 -3%
DLCIG
913
D.L. Carlson Investment Group
New Hampshire
$5.44M +$687K +18,368 +14%
SC
914
Saiers Capital
New York
$5.43M -$22M -587,300 -80%
WTIM
915
Wilmington Trust Investment Management
Delaware
$5.42M -$171K -4,570 -3%
ST
916
Spinnaker Trust
Maine
$5.42M +$860 +23 +0%
CAM
917
Cubic Asset Management
Massachusetts
$5.4M -$16.6K -445 -0.3%
AAM
918
Augustine Asset Management
Florida
$5.4M -$813K -21,740 -13%
SAMT
919
Select Asset Management & Trust
Pennsylvania
$5.39M +$5.39M +144,162 New
PIP
920
Perennial Investment Partners
Australia
$5.38M +$1.72M +46,104 +47%
BWFA
921
Baltimore-Washington Financial Advisors
Maryland
$5.34M -$18.4K -492 -0.3%
ECM
922
Everence Capital Management
Indiana
$5.33M -$153K -4,089 -3%
TSW
923
Thompson Siegel & Walmsley
Virginia
$5.32M -$6.88M -184,018 -56%
JC
924
Jacobs & Co
California
$5.31M -$35.8K -957 -0.7%
MCM
925
Matterhorn Capital Management
Texas
$5.3M +$8.79K +235 +0.2%
35 36
37
38 39