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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 %
DIP
1576
DT Investment Partners
Pennsylvania
$460K +$21.5K +646 +5%
AAM
1577
AR Asset Management
California
$459K – – –
MBT
1578
Montecito Bank & Trust
California
$458K +$3K +90 +0.7%
ACP
1579
Aviance Capital Partners
Florida
$449K -$17.9K -539 -4%
PWM
1580
ParenteBeard Wealth Management
Pennsylvania
$445K -$9.82K -295 -2%
MPIA
1581
Mountain Pacific Investment Advisers
Idaho
$442K -$68.2K -2,050 -13%
LC
1582
Lubar & Co
Wisconsin
$440K +$175K +5,266 +66%
KTC
1583
Kistler-Tiffany Companies
Pennsylvania
$437K +$25.2K +758 +6%
SCA
1584
Salient Capital Advisors
Texas
$436K -$56.3K -1,692 -11%
MSR
1585
Main Street Research
Connecticut
$429K -$116K -3,492 -21%
PA
1586
Planning Alternatives
Michigan
$429K -$3.33K -100 -0.8%
BIC
1587
Beach Investment Counsel
Pennsylvania
$427K – – –
AIS
1588
APG Investment Services
Netherlands
$423K – – –
CCB
1589
Cutter & Co Brokerage
Missouri
$422K -$10.6K -317 -2%
WG
1590
Welch Group
Alabama
$421K +$28.8K +865 +7%
WIC
1591
Wilkins Investment Counsel
Massachusetts
$419K – – –
NYLT
1592
New York Life Trust
New York
$418K -$43.2K -1,299 -9%
CPA
1593
Cowen Prime Advisors
New York
$416K +$28.4K +851 +7%
NC
1594
NewSquare Capital
Pennsylvania
$411K +$4.19K +126 +1%
CCM
1595
Copeland Capital Management
Pennsylvania
$408K -$10.6M -317,510 -96%
OAM
1596
Oberweis Asset Management
Illinois
$406K -$49.7K -1,492 -11%
AI
1597
Accredited Investors
Minnesota
$406K +$51.7K +1,552 +15%
FWSM
1598
First Wilshire Securities Management
California
$404K +$28.3K +850 +8%
WBG
1599
Wharton Business Group
Pennsylvania
$401K +$46.6K +1,400 +13%
PHAM
1600
Palisades Hudson Asset Management
Florida
$397K +$5.12K +154 +1%
62 63
64
65 66