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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 %
SCIA
1401
Sanibel Captiva Investment Advisers
Illinois
$1.58M +$30.4K +813 +2%
AAM
1402
Aureus Asset Management
Massachusetts
$1.57M -$30.9K -825 -2%
PGA
1403
Portland Global Advisors
Maine
$1.57M -$1.5K -40 -0.1%
EHWM
1404
Eads & Heald Wealth Management
Georgia
$1.57M -$70.2K -1,878 -4%
TWA
1405
TCI Wealth Advisors
Arizona
$1.56M -$34.2K -913 -2%
SNBOSCI
1406
Security National Bank of Sioux City Iowa
Iowa
$1.55M +$138K +3,681 +10%
TCM
1407
Telos Capital Management
California
$1.55M -$48.5K -1,296 -3%
RP
1408
Reinhart Partners
Wisconsin
$1.54M -$328K -8,760 -18%
MIG
1409
Mariner Investment Group
New York
$1.54M -$703K -18,800 -31%
JWM
1410
Jacobus Wealth Management
Wisconsin
$1.54M +$564K +15,080 +58%
ACI
1411
Advance Capital I
Michigan
$1.53M -$230K -6,160 -13%
AI
1412
ArchPoint Investors
Florida
$1.53M – – –
ANB
1413
Amarillo National Bank
Texas
$1.53M +$1.87K +50 +0.1%
BT
1414
Beacon Trust
New Jersey
$1.52M -$45.9K -1,226 -3%
OIA
1415
Optimum Investment Advisors
Illinois
$1.52M +$34.8K +929 +2%
CWM
1416
CIBC World Markets
New York
$1.52M +$1.52M +40,662 New
LWM
1417
LBA Wealth Management
Florida
$1.51M +$1.51M +40,359 New
SIC
1418
SFE Investment Counsel
California
$1.51M -$95.8K -2,560 -6%
BG
1419
Bollard Group
Massachusetts
$1.5M -$201K -5,370 -12%
NMIFOAC
1420
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.5M – – –
SIC
1421
Schwartz Investment Counsel
Michigan
$1.5M -$621K -16,600 -29%
WWM
1422
Willingdon Wealth Management
North Carolina
$1.49M +$1.49M +39,823 New
CR
1423
Cooperatieve Rabobank
Netherlands
$1.49M -$1.66M -44,346 -53%
SSWM
1424
Sheets Smith Wealth Management
North Carolina
$1.49M -$54.2K -1,449 -4%
FCCM
1425
First City Capital Management
Georgia
$1.48M -$119K -3,178 -7%
55 56
57
58 59