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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
451
CI Investments Inc
Ontario, Canada
$30.7M -$85.8M -2,109,500 -74%
WI
452
Wafra Inc
New York
$30.2M – – –
DADC
453
D.A. Davidson & Co
Montana
$30M +$11.7M +287,756 +64%
OI
454
Oakbrook Investments
Illinois
$30M -$598K -14,700 -2%
Cohen & Steers
455
Cohen & Steers
New York
$29.9M +$6.09M +149,746 +26%
Baillie Gifford & Co
456
Baillie Gifford & Co
United Kingdom
$29.8M +$39.3K +966 +0.1%
RG
457
Renaissance Group
Kentucky
$29.8M +$356K +8,752 +1%
PNC
458
Park National Corp
Ohio
$29.7M +$223K +5,483 +0.8%
PA
459
Profund Advisors
Maryland
$29.6M -$629K -15,473 -2%
DCM
460
Dorsal Capital Management
California
$29.5M -$7.11M -175,000 -19%
BL
461
BCWM LLC
Kansas
$29.4M +$1.28M +3,147 +5%
CBCM
462
Cook & Bynum Capital Management
Alabama
$29.2M – – –
Truist Financial
463
Truist Financial
North Carolina
$28.9M -$1.41M -34,583 -5%
FPCG
464
Fort Pitt Capital Group
Pennsylvania
$28.7M +$843K +20,738 +3%
ELC
465
Edgar Lomax Company
Virginia
$28.5M +$15.1M +371,375 +112%
ECM
466
Estabrook Capital Management
New York
$28.4M -$645K -15,859 -2%
JAM
467
Jupiter Asset Management
United Kingdom
$28.4M -$9.51M -233,807 -25%
MAA
468
Matrix Asset Advisors
New York
$28.4M +$3.62M +89,002 +15%
CIS
469
Capital International Sarl
California
$28.3M +$6.2M +152,400 +28%
CS
470
Candriam SCA
Luxembourg
$28.3M -$8.11M -199,326 -22%
ABC
471
Associated Banc-Corp
Wisconsin
$28.3M +$1.41M +34,578 +5%
SCA
472
STALEY CAPITAL ADVISERS
Pennsylvania
$28.3M +$1.45M +35,552 +5%
CC
473
Cannell & Co
New York
$28M -$27.4M -673,230 -49%
CIM
474
Calvert Investment Management
Maryland
$27.8M +$2.84M +69,849 +11%
GAI
475
General American Investors
New York
$27.7M – – –
17 18
19
20 21