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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 %
PG
1476
Proffitt & Goodson
Tennessee
$1.26M -$10.4K -278 -0.8%
FHC
1477
First Heartland Consultants
Missouri
$1.26M +$18.4K +493 +1%
DCM
1478
Dinsmore Capital Management
New Jersey
$1.26M – – –
GGPS
1479
Gary Goldberg Planning Services
New York
$1.26M -$90.9K -2,430 -7%
FA
1480
FMA Advisory
Pennsylvania
$1.25M -$11.3K -301 -0.9%
BCM
1481
Bourgeon Capital Management
Connecticut
$1.25M -$39.5K -1,055 -3%
FIM
1482
Fruth Investment Management
Texas
$1.24M +$7.48K +200 +0.6%
NGA
1483
Naples Global Advisors
Florida
$1.23M +$1.23M +32,894 New
HPIA
1484
Hamilton Point Investment Advisors
North Carolina
$1.22M +$1.22M +32,617 New
FAM
1485
Formidable Asset Management
Ohio
$1.22M -$45.2K -1,235 -4%
BIM
1486
Bridges Investment Management
Nebraska
$1.22M -$28.1K -750 -2%
TT
1487
Tower Trust
Indiana
$1.21M -$20.2K -539 -2%
RT
1488
Reliance Trust
Georgia
$1.21M -$58.3K -1,557 -5%
SNBOSD
1489
Security National Bank of So Dak
Iowa
$1.21M +$19.3K +515 +2%
LCM
1490
Liberty Capital Management
Michigan
$1.19M -$9.35K -250 -0.8%
ATC
1491
Adirondack Trust Company
New York
$1.19M -$12K -320 -1%
LNC
1492
Lincoln National Corp
Pennsylvania
$1.18M +$1.18M +31,532 New
TCOO
1493
Trust Company of Oklahoma
Oklahoma
$1.17M -$51.1K -1,365 -4%
WRM
1494
Westport Resources Management
Connecticut
$1.17M -$45.3K -1,211 -4%
JIC
1495
Joel Isaacson & Co
New York
$1.17M -$46.1K -1,231 -4%
IPC
1496
Independent Portfolio Consultants
Florida
$1.16M +$13.1K +349 +1%
CCM
1497
Coe Capital Management
Illinois
$1.15M -$51.1K -1,365 -4%
1GA
1498
1st Global Advisors
Texas
$1.15M -$83.9K -2,243 -7%
RSS
1499
Rosenblum Silverman Sutton
California
$1.14M -$451K -12,045 -28%
BVDMP
1500
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.14M – – –
58 59
60
61 62