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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
451
Assured Investment Management
New York
$30.1M +$1.6M +38,359 +6%
EWM
452
Evercore Wealth Management
New York
$29.9M +$2.41M +57,732 +9%
HTC
453
Haverford Trust Company
Pennsylvania
$29.8M +$103K +2,462 +0.3%
PNC
454
Park National Corp
Ohio
$29.8M -$559K -13,402 -2%
VFAM
455
Valley Forge Asset Management
Pennsylvania
$29.6M +$1.31M +31,399 +5%
JFL
456
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.3M +$2.38M +57,003 +9%
PIM
457
Perkins Investment Management
Illinois
$29.1M +$704K +16,874 +2%
AAM
458
Advisors Asset Management
Colorado
$29M -$1.38M -33,125 -5%
DC
459
Deere & Company
Illinois
$28.6M +$321K +7,697 +1%
CI
460
Conning Inc
Connecticut
$28.5M +$1.13M +27,044 +4%
CSIC
461
Clifford Swan Investment Counsel
California
$28.4M -$2.1M -50,380 -7%
GAI
462
General American Investors
New York
$28.4M – – –
TH
463
TCTC Holdings
Texas
$28.3M -$33.4K -800 -0.1%
ANI
464
American National Insurance
Texas
$28.3M -$242K -5,807 -0.8%
MI
465
Markston International
New York
$27.9M -$163K -3,900 -0.6%
MAA
466
Matrix Asset Advisors
New York
$27.9M -$1.07M -25,685 -4%
SAM
467
Securian Asset Management
Minnesota
$27.9M -$158K -3,781 -0.6%
WI
468
Wafra Inc
New York
$27.8M +$2.84M +68,100 +11%
SCA
469
STALEY CAPITAL ADVISERS
Pennsylvania
$27.7M -$174K -4,168 -0.6%
ABC
470
Associated Banc-Corp
Wisconsin
$27.6M -$10.9K -262 -0%
MCI
471
McDonald Capital Investors
California
$27.4M -$102K -2,445 -0.4%
CTB
472
Country Trust Bank
Illinois
$27.3M +$27.3M +654,277 New
ACA
473
Anchor Capital Advisors
Massachusetts
$27.2M -$789K -18,925 -3%
NPIT
474
National Penn Investors Trust
Pennsylvania
$27.1M -$252K -6,049 -0.9%
ZIC
475
ZWJ Investment Counsel
Georgia
$26.4M +$26.9K +646 +0.1%
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