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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
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
451
Barings
North Carolina
$35M -$1.39M -29,900 -4%
OI
452
Oakbrook Investments
Illinois
$35M +$4.01M +86,400 +13%
VDI
453
Vaughan David Investments
Illinois
$34.8M -$546K -11,754 -2%
EWM
454
Evercore Wealth Management
New York
$34.8M +$241K +5,198 +0.7%
PA
455
Pinnacle Associates
New York
$34.8M -$793K -17,066 -2%
SAM
456
Securian Asset Management
Minnesota
$34.7M +$853K +18,360 +3%
Truist Financial
457
Truist Financial
North Carolina
$34.7M -$691K -14,869 -2%
PA
458
Profund Advisors
Maryland
$34.6M +$351K +7,561 +1%
WI
459
Wafra Inc
New York
$34.5M – – –
CGI
460
CI Global Investments
California
$34.4M -$87.1M -1,875,000 -72%
ATN
461
AMF Tjänstepension
Sweden
$34M +$34M +732,926 New
Baillie Gifford & Co
462
Baillie Gifford & Co
United Kingdom
$34M – – –
OC
463
Oppenheimer & Co
New York
$33.8M -$443K -9,530 -1%
PNC
464
Park National Corp
Ohio
$33.6M +$852K +18,332 +3%
RG
465
Renaissance Group
Kentucky
$33.6M -$1.76M -37,812 -5%
KCM
466
Kames Capital Management
United Kingdom
$33.5M -$3.04M -65,446 -8%
LWCA
467
Locust Wood Capital Advisers
New York
$33.4M +$3.49M +75,050 +12%
CBCM
468
Cook & Bynum Capital Management
Alabama
$33.3M -$34.3M -738,919 -51%
ECM
469
Estabrook Capital Management
New York
$33.2M -$723K -15,564 -2%
HTC
470
Haverford Trust Company
Pennsylvania
$33.1M -$337K -7,265 -1%
PIM
471
Perkins Investment Management
Illinois
$32.7M +$1.69M +36,426 +5%
BIC
472
Beach Investment Counsel
Pennsylvania
$32.7M +$32.1M +691,669 +5,968%
TCA
473
Taconic Capital Advisors
New York
$32.5M -$16.3M -350,000 -33%
GCM
474
Gabalex Capital Management
New York
$32.5M +$4.65M +100,000 +17%
BL
475
BCWM LLC
Kansas
$32.1M +$1.65M +3,556 +5%
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