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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 %
AI
1751
Accredited Investors
Minnesota
$422K -$33.9K -906 -7%
WA
1752
WealthTrust-Arizona
Arizona
$414K -$8.68K -232 -2%
CIA
1753
Covington Investment Advisors
Pennsylvania
$414K -$1.87K -50 -0.4%
RPA
1754
Rock Point Advisors
Vermont
$411K -$8.58M -229,159 -95%
FHC
1755
First Houston Capital
Texas
$408K +$292K +7,800 +252%
DCM
1756
Dynamic Capital Management
Jersey
$406K +$406K +10,845 New
FWP
1757
FAS Wealth Partners
Kansas
$406K +$406K +10,859 New
BCM
1758
Brookstone Capital Management
Illinois
$406K +$406K +10,861 New
FNBSF
1759
First National Bank Sioux Falls
South Dakota
$404K – – –
SFG
1760
SNS Financial Group
Minnesota
$404K +$404K +10,795 New
FIG
1761
Fusion Investment Group
Pennsylvania
$403K +$403K +10,777 New
TFA
1762
Transamerica Financial Advisors
Florida
$400K -$17.5K -467 -4%
ZCA
1763
Zeke Capital Advisors
Pennsylvania
$398K +$48.6K +1,300 +14%
KC
1764
Kingfisher Capital
North Carolina
$397K +$102K +2,716 +34%
CL
1765
Croft-Leominster
Maryland
$395K -$5.24K -140 -1%
RC
1766
Reik & Co
New York
$395K +$395K +10,565 New
LPC
1767
Loeb Partners Corp
New York
$394K +$394K +10,520 New
OAM
1768
Oberweis Asset Management
Illinois
$393K -$62.9K -1,683 -14%
TSWM
1769
Triangle Securities Wealth Management
North Carolina
$393K – – –
PMG
1770
ProVise Management Group
Florida
$393K +$936 +25 +0.2%
BCM
1771
Bares Capital Management
Texas
$391K -$502K -13,420 -56%
AC
1772
Alexandria Capital
Virginia
$389K -$52.2K -1,393 -12%
SCM
1773
Schnieders Capital Management
California
$386K +$386K +10,305 New
RFA
1774
Reilly Financial Advisors
California
$383K +$35.8K +956 +10%
VCM
1775
Vision Capital Management
Oregon
$376K -$22.9M -612,866 -98%
69 70
71
72 73