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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 %
PMAM
526
Picton Mahoney Asset Management
Ontario, Canada
$26.1M +$3.11M +66,900 +14%
Daiwa Securities Group
527
Daiwa Securities Group
Japan
$25.9M +$14.7M +316,220 +131%
SIM
528
Sentry Investment Management
Wisconsin
$25.8M +$2.47M +53,258 +11%
LT
529
LJ Trust
Nevada
$25.8M +$4.21M +90,591 +19%
BHIA
530
Birch Hill Investment Advisors
Massachusetts
$25.8M -$746K -16,059 -3%
CIBC World Market
531
CIBC World Market
Ontario, Canada
$25.5M +$2.23M +47,969 +10%
LC
532
Loews Corp
New York
$25.4M -$6.13M -131,925 -19%
CIS
533
Capital International Sarl
California
$25.3M +$5.98M +128,760 +31%
FCBT
534
First Citizens Bank & Trust
North Carolina
$25.2M -$279K -6,001 -1%
HIMC
535
Heritage Investors Management Corp
Maryland
$25.2M -$569K -12,241 -2%
PFM
536
Parsec Financial Management
North Carolina
$24.9M -$93.1K -2,005 -0.4%
TCM
537
Tradewinds Capital Management
Washington
$24.9M -$1.43M -30,695 -5%
GD
538
Grandfield & Dodd
New York
$24.9M -$416K -8,948 -2%
RG
539
Rathbones Group
United Kingdom
$24.6M +$880K +18,942 +4%
Creative Planning
540
Creative Planning
Kansas
$24.6M -$596K -12,833 -2%
HCM
541
Hutchinson Capital Management
California
$24.5M -$730K -15,711 -3%
CNAM
542
Campbell Newman Asset Management
Wisconsin
$24.4M +$2.09K +45 +0%
CAM
543
Centre Asset Management
New York
$24.3M +$903K +19,440 +4%
FNBOO
544
First National Bank of Omaha
Nebraska
$24.3M -$111K -2,386 -0.5%
AMI
545
Amica Mutual Insurance
Rhode Island
$24.2M – – –
WIC
546
Willis Investment Counsel
Georgia
$24.1M +$6.09M +131,190 +34%
BSA
547
Braun Stacey Associates
New York
$24.1M -$17.8K -384 -0.1%
TCM
548
Twin Capital Management
Pennsylvania
$24M +$3.1M +66,770 +15%
FMW
549
Farr Miller & Washington
District of Columbia
$24M +$893K +19,234 +4%
SF
550
Synovus Financial
Georgia
$23.9M +$92.3K +1,987 +0.4%
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