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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 %
AP
1126
Advisor Partners
California
$2.58M +$231K +6,936 +10%
GIM
1127
Grassi Investment Management
California
$2.57M +$73.2K +2,200 +3%
SAG
1128
Sterne Agee Group
Alabama
$2.57M -$1.57M -47,134 -38%
CIA
1129
CCM Investment Advisers
South Carolina
$2.54M -$422K -12,675 -14%
SA
1130
Strategic Advisors
New York
$2.54M +$47.1K +1,415 +2%
AWA
1131
AmeriServ Wealth Advisors
Pennsylvania
$2.54M -$13.3K -400 -0.5%
SDJVC
1132
St. Denis J. Villere & Co
Louisiana
$2.53M -$196K -5,900 -7%
AAIM
1133
American Assets Investment Management
California
$2.53M -$860K -25,800 -25%
SCM
1134
Sterneck Capital Management
Missouri
$2.53M +$11.2K +337 +0.4%
BO
1135
BRR OpCo
Ohio
$2.53M +$72.1K +2,167 +3%
VC
1136
Vicus Capital
Pennsylvania
$2.52M +$23.2K +696 +0.9%
MCM
1137
Mazama Capital Management
Oregon
$2.52M +$401K +12,051 +19%
CCM
1138
Channing Capital Management
Illinois
$2.51M – – –
AIM
1139
ARGA Investment Management
Connecticut
$2.5M +$1.13M +33,800 +82%
FM
1140
Forward Management
California
$2.5M +$480K +14,359 +24%
PA
1141
Para Advisors
New York
$2.5M +$2.5M +75,000 New
ECM
1142
Endex Capital Management
Kansas
$2.49M – – –
DBIA
1143
Dumont & Blake Investment Advisors
New Jersey
$2.48M +$60K +1,802 +2%
AI
1144
Atria Investments
North Carolina
$2.47M -$79.5K -2,389 -3%
VIP
1145
Vantage Investment Partners
Missouri
$2.47M +$13.7K +412 +0.6%
IAM
1146
ICM Asset Management
Washington
$2.47M -$350K -10,530 -12%
KIC
1147
Keating Investment Counselors
Florida
$2.47M -$64.9K -1,950 -3%
CAM
1148
Chesapeake Asset Management
New York
$2.45M -$68.2K -2,050 -3%
MFS
1149
MSI Financial Services
Massachusetts
$2.43M +$298K +8,961 +14%
TC
1150
Telemus Capital
Michigan
$2.43M +$2.43M +73,010 New
44 45
46
47 48