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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 %
S
1626
SignatureFD
Georgia
$344K -$79.7K -2,394 -19%
BOS
1627
Bingham Osborn & Scarborough
California
$341K +$23.7K +711 +7%
WCM
1628
Weintraub Capital Management
California
$333K +$333K +10,000 New
HCM
1629
Highlander Capital Management
New Jersey
$331K -$23.3K -700 -7%
DRGI
1630
del Rey Global Investors
California
$330K +$330K +9,927 New
SAA
1631
Southeast Asset Advisors
Georgia
$323K -$4.23M -127,126 -93%
BOS
1632
Bank of Stockton
California
$323K -$62.7K -1,885 -16%
VAS
1633
Valicenti Advisory Services
New York
$321K -$2.5K -75 -0.8%
CCM
1634
Cutler Capital Management
Massachusetts
$318K -$96.6K -2,900 -23%
RGI
1635
River Global Investors
United Kingdom
$316K -$1.51M -45,466 -83%
EI
1636
EDMP Inc
Florida
$315K +$233 +7 +0.1%
RFA
1637
Reilly Financial Advisors
California
$314K -$28.6K -844 -8%
CW
1638
Cobiz Wealth
Colorado
$314K +$23K +692 +8%
CAI
1639
Capital Advisors Inc
Oklahoma
$313K -$1.63K -49 -0.5%
ZCA
1640
Zeke Capital Advisors
Pennsylvania
$311K -$333K -10,000 -52%
GA
1641
Geller Advisors
New York
$311K +$18.9K +567 +6%
HFM
1642
Hartford Financial Management
Connecticut
$309K – – –
WRM
1643
Weybosset Research & Management
Rhode Island
$309K – – –
FPC
1644
Falcon Point Capital
California
$307K -$10.1K -302 -3%
PGAM
1645
Platinum Grove Asset Management
New York
$306K +$306K +9,184 New
MA
1646
MCF Advisors
Kentucky
$303K +$12.1K +296 +4%
JWA
1647
JFS Wealth Advisors
Pennsylvania
$302K -$327K -9,830 -52%
PGH
1648
Partners Group Holding
Switzerland
$300K -$150K -4,500 -33%
RCA
1649
Rex Capital Advisors
Rhode Island
$299K – – –
FWM
1650
Focused Wealth Management
New York
$297K +$297K +8,921 New
64 65
66
67 68