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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 %
GIM
1176
Groesbeck Investment Management
New Jersey
$2.92M -$502K -13,407 -15%
VC
1177
Vicus Capital
Pennsylvania
$2.92M +$82.3K +2,199 +3%
CCM
1178
Cohen Capital Management
California
$2.91M – – –
AIM
1179
ARGA Investment Management
Connecticut
$2.9M +$82.4K +2,200 +3%
SKK
1180
Shepherd Kaplan Krochuk
Massachusetts
$2.88M -$77K -2,059 -3%
SA
1181
Strategic Advisors
New York
$2.88M +$24.2K +647 +0.8%
ECM
1182
ETrade Capital Management
Virginia
$2.88M +$493K +13,186 +21%
FMWA
1183
Forvis Mazars Wealth Advisors
Missouri
$2.87M -$68.9K -1,840 -2%
SAM
1184
Selway Asset Management
$2.86M -$976K -26,100 -25%
FWC
1185
First Washington Corp
Washington
$2.86M -$645K -17,245 -18%
PTC
1186
Private Trust Company
Ohio
$2.86M +$678K +18,127 +31%
CICI
1187
Capital Investment Counsel Inc
North Carolina
$2.85M -$446K -11,915 -14%
AAIM
1188
American Assets Investment Management
California
$2.85M – – –
FSC
1189
Fiduciary Services Corp
Georgia
$2.83M -$93.3K -2,493 -3%
GIM
1190
Grassi Investment Management
California
$2.82M -$71K -1,898 -2%
WA
1191
Wheatland Advisors
Pennsylvania
$2.81M +$2.81M +75,214 New
AWA
1192
AmeriServ Wealth Advisors
Pennsylvania
$2.81M -$41.2K -1,100 -1%
CCT
1193
Capital City Trust
Florida
$2.8M +$12K +320 +0.4%
HCC
1194
Hirtle Callaghan & Co
Pennsylvania
$2.8M +$189K +5,040 +7%
ECM
1195
Endex Capital Management
Kansas
$2.79M – – –
AMM
1196
American Money Management
California
$2.79M +$2.79M +74,616 New
VIP
1197
Vantage Investment Partners
Missouri
$2.79M +$13.7K +365 +0.5%
ST
1198
Sentinel Trust
Texas
$2.78M -$3.7M -98,893 -57%
SFA
1199
Sequoia Financial Advisors
Ohio
$2.78M +$2.78M +74,184 New
SIG
1200
Sky Investment Group
Connecticut
$2.77M +$2.01M +53,640 +262%
46 47
48
49 50