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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$19.9B
2
State Street
State Street
Massachusetts
$16.2B
3
Coatue Management
Coatue Management
New York
$568M
4
BFA
BlackRock Fund Advisors
California
$4.89B
5
WRF
Waddell & Reed Financial
Kansas
$1.55B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.2B
2
LPC
Lone Pine Capital
Connecticut
$253M
3
Bank of America
Bank of America
North Carolina
$1.58B
4
Invesco
Invesco
Georgia
$4.92B
5
Allianz Asset Management
Allianz Asset Management
Germany
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
TGA
226
Trilogy Global Advisors
Florida
$134M -$13.2M -283,819 -9%
SB
227
Suntrust Banks
Georgia
$133M -$2.84M -61,234 -2%
CI Investments Inc
228
CI Investments Inc
Ontario, Canada
$133M -$5.95M -128,100 -4%
EA
229
Euclid Advisors
Connecticut
$133M +$9.74M +209,638 +8%
JWBC
230
John W. Bristol & Co
New York
$131M -$31.1M -669,460 -19%
Public Sector Pension Investment Board (PSP Investments)
231
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$130M -$11.4M -246,200 -8%
ASC
232
Atalanta Sosnoff Capital
New York
$128M -$474K -10,211 -0.4%
TIM
233
Thornburg Investment Management
New Mexico
$128M -$18.8M -405,454 -13%
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$125M -$428K -9,210 -0.3%
RFS
235
Rockefeller Financial Services
New York
$125M -$737K -15,859 -0.6%
SIA
236
Sit Investment Associates
Minnesota
$125M +$7.27M +156,550 +6%
SAS
237
Sarbit Advisory Services
Manitoba, Canada
$122M -$836K -18,000 -0.7%
JHC
238
JFB Holdings Corp
Georgia
$118M -$20.8M -448,518 -15%
First Trust Advisors
239
First Trust Advisors
Illinois
$117M +$19.7M +424,995 +20%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$117M +$5.38M +115,906 +5%
BAM
241
Burgundy Asset Management
Ontario, Canada
$117M +$9.02M +194,291 +8%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$116M +$75.5M +1,624,660 +188%
BNP Paribas Asset Management
243
BNP Paribas Asset Management
France
$115M -$55.7M -1,199,353 -33%
AG
244
Aperio Group
California
$115M +$9.65M +207,827 +9%
B
245
Baird
Wisconsin
$114M +$77.5M +1,669,155 +212%
VRS
246
Virginia Retirement Systems
Virginia
$114M +$2.78M +59,774 +3%
MIP
247
Mondrian Investment Partners
United Kingdom
$113M -$16.4M -353,723 -13%
USSCPF
248
United States Steel & Carnegie Pension Fund
New York
$110M -$20M -430,000 -15%
FMI
249
Factory Mutual Insurance
Massachusetts
$110M – – –
IGIM
250
I.G. Investment Management
Manitoba, Canada
$110M +$4.58M +98,662 +4%
8 9
10
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