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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 %
CFS
1226
Community Financial System
New York
$2.63M -$53.3K -1,425 -2%
BWP
1227
Baldwin Wealth Partners
Massachusetts
$2.62M +$245K +6,548 +10%
JT
1228
Jump Trading
Illinois
$2.62M +$2.03M +54,272 +344%
LJAC
1229
L.J. Altfest & Co
New York
$2.61M +$2.61M +69,671 New
RMCM
1230
Reynders McVeigh Capital Management
Massachusetts
$2.59M +$90.2K +2,412 +4%
CAM
1231
CG Asset Management
New York
$2.59M +$2.59M +69,235 New
DBIA
1232
Dumont & Blake Investment Advisors
New Jersey
$2.57M -$219K -5,851 -8%
NRS
1233
Neville Rodie & Shaw
New York
$2.55M +$22.4K +600 +0.9%
QI
1234
Qualcomm Inc
California
$2.55M -$10.1M -270,000 -80%
DJSG
1235
D.J. St. Germain
Massachusetts
$2.55M -$930K -24,866 -27%
AIM
1236
AMI Investment Management
Indiana
$2.55M -$66.4K -1,774 -3%
SHA
1237
Smith Hayes Advisers
Nebraska
$2.54M -$66.1K -1,767 -3%
PFSC
1238
Peoples Financial Services Corp
Pennsylvania
$2.54M +$2.54M +67,885 New
DMK
1239
David M. Knott
$2.53M -$1.54M -41,200 -38%
BL
1240
BCWM LLC
Kansas
$2.53M -$14.1K -378 -0.6%
MIM
1241
Miller Investment Management
Pennsylvania
$2.53M – – –
GA
1242
GFS Advisors
Texas
$2.52M -$729K -19,500 -22%
BST
1243
Bath Savings Trust
Maine
$2.51M +$15.6K +417 +0.6%
BRWA
1244
B. Riley Wealth Advisors
Florida
$2.51M +$83.3K +2,226 +3%
FHA
1245
First Horizon Advisors
Tennessee
$2.5M +$98.6K +2,714 +4%
SHGA
1246
Sand Hill Global Advisors
California
$2.49M -$858K -22,934 -26%
BT
1247
Bankers Trust
Iowa
$2.49M -$22.3K -597 -0.9%
SAM
1248
Sawgrass Asset Management
Florida
$2.48M -$156K -4,160 -6%
Jane Street
1249
Jane Street
New York
$2.48M +$1.06M +28,390 +75%
PCTC
1250
Perkins Coie Trust Company
Washington
$2.47M +$2.47M +65,987 New
48 49
50
51 52