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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 %
IC
1201
Inverness Counsel
New York
$2.77M -$160K -4,270 -5%
CI
1202
Capital International
California
$2.76M +$659K +17,600 +31%
SDJVC
1203
St. Denis J. Villere & Co
Louisiana
$2.75M -$93.5K -2,500 -3%
LW
1204
Linscomb Wealth
Texas
$2.75M +$139K +3,722 +5%
KIC
1205
Keating Investment Counselors
Florida
$2.75M -$22.4K -600 -0.8%
WSC
1206
Wellington Shields & Co
New York
$2.75M +$550K +14,700 +25%
CAM
1207
Chesapeake Asset Management
New York
$2.74M -$7.48K -200 -0.3%
PCA
1208
Personal Capital Advisors
California
$2.74M +$2.74M +73,284 New
CAM
1209
Congress Asset Management
Massachusetts
$2.74M +$126K +3,373 +5%
PCMI
1210
Princeton Capital Management Inc
New Jersey
$2.73M +$139K +3,728 +5%
CC
1211
Columbia Capital
California
$2.73M +$19.6K +525 +0.7%
CIM
1212
CIM Investment Management
Pennsylvania
$2.72M -$613K -16,388 -18%
BO
1213
BRR OpCo
Ohio
$2.72M -$126K -3,381 -4%
TIA
1214
Trust Investment Advisors
Indiana
$2.71M +$2.71M +72,312 New
BCA
1215
Benchmark Capital Advisors
New York
$2.7M +$7.48K +200 +0.3%
HIM
1216
Hermes Investment Management
United Kingdom
$2.69M – – –
SIM
1217
SSI Investment Management
California
$2.68M – – –
SFSIG
1218
San Francisco Sentry Investment Group
California
$2.67M -$5.2K -139 -0.2%
RGC
1219
Roberts, Glore & Co
Illinois
$2.67M -$248K -6,621 -9%
MCM
1220
Manchester Capital Management
Vermont
$2.66M -$41.5K -1,110 -2%
SCM
1221
Sterneck Capital Management
Missouri
$2.65M -$191K -5,114 -7%
NME
1222
Notis-McConarty Edward
$2.65M +$2.65M +70,837 New
MIS
1223
Morningstar Investment Services
Illinois
$2.65M -$14.6K -390 -0.5%
TC
1224
Telemus Capital
Michigan
$2.64M -$91.2K -2,438 -3%
BE
1225
Bonness Enterprises
District of Columbia
$2.63M +$59.9K +1,600 +2%
47 48
49
50 51