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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 %
LSERS
501
Louisiana State Employees Retirement System
Louisiana
$28.8M -$567K -12,200 -2%
ADEF
502
Adams Diversified Equity Fund
Maryland
$28.7M – – –
BC
503
Brinker Capital
Pennsylvania
$28.6M -$4.32M -92,931 -13%
CIM
504
Calvert Investment Management
Maryland
$28.5M +$5.23M +112,507 +22%
KRS
505
Kentucky Retirement Systems
Kentucky
$28.5M -$1.31M -28,293 -4%
MAA
506
Matrix Asset Advisors
New York
$28.3M -$300K -6,459 -1%
LI
507
LMCG Investments
Massachusetts
$28.2M +$441K +9,484 +2%
CT
508
Cambridge Trust
Massachusetts
$28.2M +$371K +7,980 +1%
WP
509
WMS Partners
Maryland
$28.1M -$47.5K -1,023 -0.2%
GWM
510
Greenwich Wealth Management
Connecticut
$28.1M -$15.6K -336 -0.1%
CIPU
511
Caledonia Investments plc (UK)
United Kingdom
$28M +$1.3M +28,000 +5%
BA
512
Bridgewater Associates
Connecticut
$27.9M +$27.2M +586,400 +4,004%
CS
513
Cannell & Spears
New York
$27.9M +$448K +9,650 +2%
WB
514
WesBanco Bank
West Virginia
$27.9M -$145K -3,113 -0.5%
CC
515
Chubb Corp
New Jersey
$27.9M – – –
DIA
516
Denver Investment Advisors
Colorado
$27.7M -$701K -15,081 -2%
V
517
Veritable
Delaware
$27.3M +$9.76M +210,041 +55%
Cohen & Steers
518
Cohen & Steers
New York
$27.2M -$228K -4,900 -0.8%
VFAM
519
Valley Forge Asset Management
Pennsylvania
$27M -$1.12M -24,204 -4%
DAM
520
Delta Asset Management
Tennessee
$27M +$243K +5,242 +0.9%
Toronto Dominion Bank
521
Toronto Dominion Bank
Ontario, Canada
$26.9M +$7.49M +161,244 +39%
ST
522
Sabal Trust
Florida
$26.6M -$1.06M -22,717 -4%
HCM
523
Howland Capital Management
Massachusetts
$26.5M +$93.2K +2,007 +0.4%
WSFS
524
Wilmington Savings Fund Society
Delaware
$26.5M -$470K -10,109 -2%
AAF
525
Andra AP-fonden
Sweden
$26.4M +$5.68M +122,200 +27%
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