MSFT icon

Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
701
Constellation Wealth Advisors
New York
$10.5M -$326K -7,959 -3%
DIA
702
Davidson Investment Advisors
Montana
$10.4M -$98.1K -2,393 -0.9%
AAM
703
Auxier Asset Management
Oregon
$10.4M – – –
Bank of Nova Scotia
704
Bank of Nova Scotia
Ontario, Canada
$10.4M -$37.1M -904,060 -78%
VCM
705
Violich Capital Management
California
$10.4M +$142K +3,456 +1%
MC
706
MIG Capital
California
$10.4M – – –
ECM
707
Evergreen Capital Management
Washington
$10.4M -$180K -4,387 -2%
FPCM
708
Financial Partners Capital Management
New York
$10.3M -$74.4K -1,814 -0.7%
CISOA
709
Capital Investment Services of America
Wisconsin
$10.3M -$192K -4,675 -2%
BB
710
Busey Bank
Illinois
$10.3M +$9.36M +228,428 +1,024%
JGUA
711
John G. Ullman & Associates
New York
$10.3M -$456K -11,135 -4%
ECM
712
Empire Capital Management
Connecticut
$10.2M -$10.2M -250,000 -50%
FBP
713
Flippin Bruce & Porter
Virginia
$10.2M -$97.9K -2,389 -0.9%
LTI
714
Laffer Tengler Investments
Tennessee
$10.2M +$298K +7,258 +3%
PWPCM
715
Perella Weinberg Partners Capital Management
New York
$10.2M +$566K +13,810 +6%
LCM
716
Logan Capital Management
Pennsylvania
$10.1M -$6.93K -169 -0.1%
LCM
717
LVM Capital Management
Michigan
$10.1M +$419K +10,225 +4%
LG
718
Leuthold Group
Minnesota
$10.1M +$10.1M +246,317 New
QI
719
Quotient Investors
New York
$10.1M +$5.41M +132,065 +116%
CFA
720
Carroll Financial Associates
North Carolina
$10.1M +$350K +8,534 +4%
CCMIC
721
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$10.1M +$10.1M +245,300 New
CTC
722
Central Trust Company
Missouri
$10M -$70.1K -1,710 -0.7%
NPA
723
Nichols & Pratt Advisers
Massachusetts
$10M +$598K +14,555 +6%
HAM
724
Highstreet Asset Management
Ontario, Canada
$9.98M -$445K -10,854 -4%
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$9.97M -$464K -11,311 -4%
27 28
29
30 31