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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 %
IC
501
Inverness Counsel
New York
$24.5M +$6.97M +171,499 +40%
CC
502
Chubb Corp
New Jersey
$24.4M – – –
AAMU
503
AEGON Asset Management (UK)
United Kingdom
$24.3M +$24.3M +597,661 New
SIM
504
Sentry Investment Management
Wisconsin
$24.2M +$1.58M +38,843 +7%
Nomura Holdings
505
Nomura Holdings
Japan
$24.1M -$13.1M -322,715 -35%
LSERS
506
Louisiana State Employees Retirement System
Louisiana
$24M -$1.18M -29,100 -5%
NC
507
Nevsky Capital
United Kingdom
$24M +$24M +589,000 New
CSIC
508
Clifford Swan Investment Counsel
California
$24M -$2.26M -55,679 -9%
FCBT
509
First Citizens Bank & Trust
North Carolina
$23.9M +$1.87M +45,995 +8%
HCM
510
Howland Capital Management
Massachusetts
$23.9M +$644K +15,833 +3%
Creative Planning
511
Creative Planning
Kansas
$23.7M +$2.23M +54,900 +10%
Daiwa Securities Group
512
Daiwa Securities Group
Japan
$23.7M +$1.01M +24,730 +4%
BF
513
BOK Financial
Oklahoma
$23.5M -$2.03M -49,980 -8%
LC
514
Loews Corp
New York
$23.4M +$1.22M +30,000 +5%
UOC
515
UBS O'Connor
Illinois
$23.3M -$7.45M -183,345 -24%
VFAM
516
Valley Forge Asset Management
Pennsylvania
$23.2M -$463K -11,400 -2%
HIMC
517
Heritage Investors Management Corp
Maryland
$23M +$994K +24,456 +5%
TCM
518
Twin Capital Management
Pennsylvania
$23M +$2.03M +49,930 +10%
FGP
519
Foyston, Gordon, & Payne
Ontario, Canada
$22.9M +$2.4M +59,039 +12%
WIC
520
Willis Investment Counsel
Georgia
$22.8M +$1.67M +41,135 +8%
LT
521
LJ Trust
Nevada
$22.6M – – –
WSFS
522
Wilmington Savings Fund Society
Delaware
$22.6M -$634K -15,584 -3%
SF
523
Synovus Financial
Georgia
$22.5M +$1.64M +40,514 +8%
KRS
524
Kentucky Retirement Systems
Kentucky
$22.4M -$2.46M -60,562 -10%
CCP
525
Clarkston Capital Partners
Michigan
$22.4M +$11.5M +283,607 +106%
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