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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
451
Cadence Capital Management
Massachusetts
$28M -$7.9M -192,736 -22%
PIM
452
Perkins Investment Management
Illinois
$27.9M -$1.22M -29,840 -4%
GAI
453
General American Investors
New York
$27.9M – – –
TH
454
TCTC Holdings
Texas
$27.9M +$562K +13,700 +2%
VFAM
455
Valley Forge Asset Management
Pennsylvania
$27.9M -$2.39M -58,410 -8%
DC
456
Deere & Company
Illinois
$27.8M -$4.85M -118,361 -15%
MI
457
Markston International
New York
$27.6M -$61.5K -1,500 -0.2%
ACA
458
Anchor Capital Advisors
Massachusetts
$27.5M -$1.53M -37,248 -5%
SAM
459
Securian Asset Management
Minnesota
$27.5M -$124K -3,029 -0.4%
SCA
460
STALEY CAPITAL ADVISERS
Pennsylvania
$27.4M +$311K +7,583 +1%
ABC
461
Associated Banc-Corp
Wisconsin
$27.2M +$1.19M +29,029 +5%
MCI
462
McDonald Capital Investors
California
$27.1M -$10.1M -246,070 -27%
EWM
463
Evercore Wealth Management
New York
$26.9M +$421K +10,272 +2%
CI
464
Conning Inc
Connecticut
$26.9M +$1.21M +29,406 +5%
NPIT
465
National Penn Investors Trust
Pennsylvania
$26.9M -$834K -20,348 -3%
B
466
Barings
North Carolina
$26.6M +$3.29M +80,200 +14%
JFL
467
Jarislowsky, Fraser Ltd
Quebec, Canada
$26.4M +$320K +7,811 +1%
WIC
468
Willis Investment Counsel
Georgia
$26.2M +$112K +2,740 +0.4%
LI
469
LMCG Investments
Massachusetts
$26.2M +$2.35M +57,370 +10%
ZIC
470
ZWJ Investment Counsel
Georgia
$25.9M -$729K -17,785 -3%
SCM
471
Summit Capital Management
Washington
$25.7M -$629K -15,350 -2%
KRS
472
Kentucky Retirement Systems
Kentucky
$25.7M -$43.1K -1,052 -0.2%
PSAMP
473
P. Schoenfeld Asset Management (PSAM)
New York
$25.6M +$3.75M +91,438 +17%
ADEF
474
Adams Diversified Equity Fund
Maryland
$25.4M – – –
TCM
475
Tradewinds Capital Management
Washington
$25.4M -$1.22M -29,856 -5%
17 18
19
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