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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 %
AT
751
Acadia Trust
Maine
$9.14M +$149K +3,637 +2%
GC
752
Guardian Capital
Ontario, Canada
$9.12M +$9.12M +222,544 New
GC
753
Grimes & Company
Massachusetts
$9.06M +$242K +5,914 +3%
WI
754
WBI Investments
New Jersey
$9.06M +$9.06M +220,960 New
TTWM
755
TCV Trust & Wealth Management
Virginia
$8.99M +$943 +23 +0%
AC
756
AFAM Capital
Texas
$8.89M +$37.7K +919 +0.4%
Two Sigma Advisers
757
Two Sigma Advisers
New York
$8.88M -$19.7M -480,600 -69%
HAI
758
Hennessy Advisors Inc
California
$8.87M +$51.2K +1,250 +0.6%
CCM
759
Chilton Capital Management
Texas
$8.83M -$3.37M -82,229 -28%
KJHP
760
K.J. Harrison & Partners
Ontario, Canada
$8.74M -$812K -19,900 -9%
WAM
761
Wallington Asset Management
Indiana
$8.74M +$170K +4,150 +2%
KFS
762
KMS Financial Services
Washington
$8.72M -$542K -13,216 -6%
WCMN
763
Westchester Capital Management (Nebraska)
Nebraska
$8.69M -$172K -4,200 -2%
Northwestern Mutual Wealth Management
764
Northwestern Mutual Wealth Management
Wisconsin
$8.68M -$81.3K -1,984 -0.9%
AB
765
Amalgamated Bank
New York
$8.68M -$176K -4,291 -2%
GIP
766
Greatmark Investment Partners
Georgia
$8.67M +$191K +4,651 +2%
SAMNY
767
Samsung Asset Management (New York)
New York
$8.66M -$509K -12,420 -6%
RS
768
Robeco Schweiz
Switzerland
$8.63M +$410K +10,175 +5%
DIA
769
Dana Investment Advisors
Wisconsin
$8.63M -$755K -18,410 -8%
KIA
770
King Investment Advisors
Texas
$8.63M -$398K -9,715 -4%
RMDI
771
R.M. Davis Inc
Maine
$8.62M +$314K +7,665 +4%
FM
772
Foster & Motley
Ohio
$8.62M +$178K +4,331 +2%
AAC
773
Asset Advisors Corp
Georgia
$8.62M +$90.2K +2,200 +1%
SP
774
Sarasin & Partners
United Kingdom
$8.59M – – –
BCA
775
Bernzott Capital Advisors
California
$8.56M +$117K +2,845 +1%
29 30
31
32 33