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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 %
TAM
1651
Todd Asset Management
Kentucky
$631K -$6.73K -180 -1%
MC
1652
Middleton & Co
Massachusetts
$631K +$78.5K +2,100 +14%
NFG
1653
Nadler Financial Group
Illinois
$628K +$13K +347 +2%
Rafferty Asset Management
1654
Rafferty Asset Management
New York
$627K +$627K +16,753 New
SIC
1655
Shoker Investment Counsel
Ohio
$617K +$617K +16,483 New
SMC
1656
Smith, Moore & Co
Missouri
$614K +$614K +16,408 New
KLWA
1657
Kelly Lawrence W & Associates
California
$611K – – –
CAW
1658
Cornerstone Advisors (Washington)
Washington
$611K +$1.91K +51 +0.3%
CP
1659
Camelot Portfolios
Ohio
$608K +$9.36K +250 +2%
KWMG
1660
King Wealth Management Group
Florida
$607K -$2.92K -78 -0.5%
HA
1661
Halsey Associates
Connecticut
$605K -$12.5K -335 -2%
HHGA
1662
Halbert Hargrove Global Advisors
California
$605K +$605K +16,160 New
APCM
1663
Arbiter Partners Capital Management
New York
$599K -$131K -3,500 -18%
RIM
1664
Regent Investment Management
Kentucky
$598K – – –
RVP
1665
Relative Value Partners
Illinois
$597K -$2.58K -69 -0.4%
WPP
1666
Whalerock Point Partners
Rhode Island
$597K +$597K +15,974 New
BHC
1667
Bowen Hanes & Co
Florida
$585K -$362K -9,675 -38%
TWM
1668
Torch Wealth Management
Ohio
$584K +$584K +15,600 New
MFIMFI
1669
Mesirow Financial Investment Management - Fixed Income
Illinois
$582K +$582K +15,562 New
AIC
1670
Atlantic Investment Company
Georgia
$577K – – –
PI
1671
Pettee Investors
Connecticut
$576K +$576K +15,387 New
PCM
1672
Palisade Capital Management
New Jersey
$571K +$299K +8,000 +110%
LSA
1673
L & S Advisors
California
$570K +$570K +15,232 New
MS
1674
Marshall & Sullivan
Washington
$567K – – –
KCPG
1675
Kavar Capital Partners Group
Kansas
$567K +$567K +15,163 New
65 66
67
68 69