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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 %
PCM
1451
Prelude Capital Management
New York
$841K +$841K +25,261 New
ANBTV
1452
American National Bank & Trust (Virginia)
Virginia
$839K +$54.9K +1,649 +7%
DMC
1453
Drexel Morgan & Co
Pennsylvania
$828K +$412K +12,398 +99%
AFC
1454
AFT Forsyth & Company
Florida
$822K +$63.9K +1,920 +8%
BSW
1455
Buckingham Strategic Wealth
Missouri
$814K +$13.9K +417 +2%
HCA
1456
Harbour Capital Advisors
Virginia
$813K – – –
GT
1457
Greenleaf Trust
Michigan
$803K -$27.5K -825 -3%
DA
1458
Dillon & Associates
Michigan
$801K -$67.7K -1,881 -8%
NIM
1459
Northeast Investment Management
Massachusetts
$801K +$238K +7,151 +42%
FCFC
1460
First Commonwealth Financial Corp
Pennsylvania
$795K -$621K -18,673 -44%
BCM
1461
Bares Capital Management
Texas
$794K -$2.5K -75 -0.3%
BFPW
1462
BOK Financial Private Wealth
Colorado
$794K +$794K +23,870 New
CCM
1463
Carlson Capital Management
Minnesota
$793K +$155K +4,659 +24%
LSC
1464
Lesa Sroufe & Co
Washington
$791K +$7.73K +232 +1%
MFW
1465
Meristem Family Wealth
Minnesota
$790K -$32.5K -978 -4%
AF
1466
Allworth Financial
California
$784K -$35.6K -1,070 -4%
PAS
1467
Partnervest Advisory Services
California
$783K -$46.4K -1,393 -6%
NIMI
1468
Natixis Investment Managers International
France
$770K – – –
HPBT
1469
High Point Bank & Trust
North Carolina
$768K -$98.6K -2,963 -11%
RIA
1470
Regal Investment Advisors
Michigan
$762K +$235K +7,069 +45%
AIM
1471
Arcadia Investment Management
Michigan
$758K -$43.2K -1,300 -5%
IH
1472
IFC Holdings
Florida
$749K -$5.26K -158 -0.7%
SFI
1473
SPC Financial Inc
Maryland
$744K -$16.7K -503 -2%
DR
1474
Davis Rea
Ontario, Canada
$732K -$13.1K -395 -2%
DAM
1475
Deltec Asset Management
New York
$730K +$730K +21,937 New
57 58
59
60 61