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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 %
PAM
1526
Premier Asset Management
Illinois
$564K +$564K +16,973 New
LWI
1527
Long Wharf Investors
Massachusetts
$563K -$30.1K -903 -5%
Tudor Investment Corp
1528
Tudor Investment Corp
Connecticut
$562K +$562K +16,900 New
MCA
1529
Metropolitan Capital Advisors
New York
$557K -$310K -9,325 -36%
GVT
1530
Genesee Valley Trust
New York
$553K -$83.2K -2,501 -13%
HA
1531
Halsey Associates
Connecticut
$550K -$76.6K -2,300 -12%
FIAS
1532
FinTrust Investment Advisory Services
South Carolina
$550K +$33 +1 +0%
NFG
1533
Nadler Financial Group
Illinois
$547K -$231K -6,929 -30%
JIP
1534
Jaffetilchin Investment Partners
Florida
$545K +$263K +7,909 +94%
HK
1535
Horizon Kinetics
New York
$545K +$545K +16,388 New
KLWA
1536
Kelly Lawrence W & Associates
California
$544K – – –
MCM
1537
Matarin Capital Management
New York
$544K – – –
KWMG
1538
King Wealth Management Group
Florida
$543K -$13.2K -397 -2%
CAW
1539
Cornerstone Advisors (Washington)
Washington
$542K +$241K +7,234 +80%
DD
1540
Dominick & Dominick
New York
$538K -$84.7K -2,547 -14%
RVP
1541
Relative Value Partners
Illinois
$534K – – –
CP
1542
Camelot Portfolios
Ohio
$532K -$668K -20,100 -56%
RIM
1543
Regent Investment Management
Kentucky
$532K +$65.6K +1,971 +14%
TA
1544
TBP Advisors
New York
$531K -$201K -6,050 -27%
BBNB
1545
Baker Boyer National Bank
Washington
$530K – – –
WCBA
1546
Weaver C. Barksdale & Associates
Tennessee
$529K – – –
TCB
1547
Texas Capital Bancshares
Texas
$528K -$4.99K -150 -0.9%
JT
1548
Jump Trading
Illinois
$525K +$150K +4,497 +40%
ACM
1549
Alta Capital Management
Utah
$523K +$33 +1 +0%
RAM
1550
Roanoke Asset Management
New Jersey
$522K +$522K +13,675 New
60 61
62
63 64