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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
$8.39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$6.42B
3
HCM
Highfields Capital Management
Massachusetts
$1.04B
4
Macquarie Group
Macquarie Group
Australia
$620M
5
SFM
Soros Fund Management
New York
$419M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$5.04B
2
CG
Carmignac Gestion
France
$0
3
Franklin Resources
Franklin Resources
California
$2.63B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$4.3B
5
GE
General Electric
Ohio
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1726
Financial Advantage
Maryland
$139K -$10.6K -317 -7%
USGIU
1727
U.S. Global Investors (USGI)
Texas
$133K +$133K +4,000 New
FMP
1728
Financial Management Professionals
Texas
$132K – – –
TCM
1729
TD Capital Management
Tennessee
$131K +$9.4K +283 +8%
KPCM
1730
Kings Point Capital Management
New York
$130K -$123K -3,700 -49%
Victory Capital Management
1731
Victory Capital Management
Texas
$129K +$129K +3,899 New
WCM
1732
Windsor Capital Management
Arizona
$119K -$3.78K -113 -3%
BIM
1733
Bridgecreek Investment Management
Oklahoma
$119K – – –
AFIA
1734
America First Investment Advisors
Nebraska
$104K – – –
FHC
1735
First Houston Capital
Texas
$103K +$103K +3,100 New
OSAM
1736
O'Shaughnessy Asset Management
Connecticut
$94K +$301 +9 +0.3%
MAM
1737
Mark Asset Management
New York
$90K +$90K +2,700 New
FNYS
1738
First New York Securities
New York
$83K +$83K +2,500 New
HCM
1739
Horrell Capital Management
Arkansas
$77K -$325K -9,735 -81%
LWA
1740
Lenox Wealth Advisors
New York
$76K +$464 +14 +0.6%
SFPIA
1741
Stevens First Principles Investment Advisors
California
$75K -$5.47K -165 -7%
EMA
1742
Efficient Market Advisors
California
$67K -$16.8K -500 -20%
ACMI
1743
Amida Capital Management II
New York
$67K +$67K +2,000 New
LFG
1744
LifePlan Financial Group
Ohio
$65K -$1.44K -43 -2%
ACM
1745
Antonetti Capital Management
Florida
$65K – – –
TIM
1746
Tortoise Investment Management
New York
$64K -$4.33K -130 -6%
MDCM
1747
Morgan Dempsey Capital Management
Wisconsin
$63K -$86.9K -2,600 -58%
IRS
1748
Invictus RG (Singapore)
Singapore
$63K +$63K +1,900 New
PIM
1749
Profit Investment Management
Maryland
$60.1K -$3.03K -90,893 -5%
MUMSS
1750
Mitsubishi UFJ Morgan Stanley Securities
Japan
$59K -$186K -5,600 -76%
68 69
70
71 72