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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 %
TFA
1026
Toth Financial Advisory
Virginia
$4.15M +$784K +20,944 +23%
HTHT
1027
Hemenway Trust Hemenway Trust
New Hampshire
$4.14M +$405K +10,823 +11%
TNBTD
1028
Trustmark National Bank Trust Department
Mississippi
$4.14M +$2.32K +62 +0.1%
WAM
1029
Wolverine Asset Management
Illinois
$4.13M -$3.43M -91,800 -45%
MAP
1030
Managed Asset Portfolios
Michigan
$4.13M +$4.13M +110,393 New
SFU
1031
Stonehage Fleming (UK)
United Kingdom
$4.12M +$4.12M +110,108 New
PWM
1032
Patriot Wealth Management
Texas
$4.11M +$4.11M +109,977 New
BHWM
1033
Bar Harbor Wealth Management
New Hampshire
$4.1M +$222K +5,930 +6%
COI
1034
Connable Office Inc
Michigan
$4.09M -$23.5K -628 -0.6%
TCOV
1035
Trust Company of Vermont
Vermont
$4.09M +$103K +2,744 +3%
CANC
1036
Culbertson A N & Co
Virginia
$4.08M -$27.7K -740 -0.7%
DWT
1037
Dorsey & Whitney Trust
South Dakota
$4.07M +$123K +3,297 +3%
ST
1038
Stifel Trust
Missouri
$4.05M -$55.2K -1,475 -1%
FNBT
1039
FineMark National Bank & Trust
Florida
$4.02M +$211K +5,634 +6%
FCMC
1040
Founders Capital Management (Connecticut)
Connecticut
$4.01M +$4.01M +107,253 New
ASC
1041
Atalanta Sosnoff Capital
New York
$4.01M +$1.91M +50,955 +91%
FMLI
1042
Fukoku Mutual Life Insurance
Japan
$4.01M +$2.47M +66,000 +161%
NAP
1043
New Amsterdam Partners
New York
$4M -$41.4K -1,106 -1%
TCCM
1044
Timber Creek Capital Management
Massachusetts
$4M +$61.7K +1,650 +2%
LIM
1045
Loudon Investment Management
New Hampshire
$3.97M +$3.97M +106,017 New
CCA
1046
Catalyst Capital Advisors
New York
$3.96M +$2.92M +77,870 +280%
FWCM
1047
First Western Capital Management
California
$3.96M +$3.96M +105,795 New
MA
1048
Marshwinds Advisory
Georgia
$3.95M +$30.5K +814 +0.8%
DCC
1049
Dow Chemical Company
Michigan
$3.93M – – –
BMC
1050
Benin Management Corp
Connecticut
$3.93M -$976K -26,100 -20%
40 41
42
43 44