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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 %
RMDI
826
R.M. Davis Inc
Maine
$9.14M -$120K -2,581 -1%
CCFCSB
827
Cape Cod Five Cents Savings Bank
Massachusetts
$9.13M +$39.7K +854 +0.4%
PWP
828
Private Wealth Partners
California
$9.13M -$1.04M -22,462 -10%
NSAM
829
North Star Asset Management
Wisconsin
$9.13M -$159K -3,421 -2%
FM
830
Foster & Motley
Ohio
$9.05M -$55.7K -1,199 -0.6%
FMBTD
831
First Midwest Bank Trust Division
Illinois
$9.04M +$663K +14,267 +8%
SAG
832
Sterne Agee Group
Alabama
$8.99M -$320K -6,889 -3%
1SB
833
1ST Source Bank
Indiana
$8.97M -$209K -4,499 -2%
BHTS
834
Bar Harbor Trust Services
Maine
$8.97M +$108K +2,330 +1%
CONA
835
Capital One National Association
New York
$8.95M +$56.3K +1,212 +0.6%
FBB
836
Fulton Breakefield Broenniman
Maryland
$8.95M +$4.93M +106,214 +123%
JWBC
837
J.W. Burns & Co
New York
$8.92M -$117K -2,523 -1%
UBWV
838
United Bank (West Virginia)
West Virginia
$8.9M -$26.9K -579 -0.3%
Fayez Sarofim & Co
839
Fayez Sarofim & Co
Texas
$8.89M +$14.3K +308 +0.2%
DIA
840
Davidson Investment Advisors
Montana
$8.89M -$15.1M -324,504 -63%
MC
841
Muhlenkamp & Co
Pennsylvania
$8.84M -$459K -9,875 -5%
AC
842
Addenda Capital
Quebec, Canada
$8.84M +$810K +17,499 +10%
MYAM
843
Meiji Yasuda Asset Management
Japan
$8.81M -$227K -4,890 -3%
CAM
844
Carret Asset Management
New York
$8.81M -$135K -2,915 -2%
PGIM
845
Pacific Global Investment Management
California
$8.79M -$496K -10,687 -5%
ICM
846
Intrepid Capital Management
Florida
$8.78M -$486K -10,470 -5%
ICRM
847
Insight Capital Research & Management
California
$8.76M -$1.02M -22,031 -10%
WJA
848
Williams Jones & Associates
New York
$8.73M +$4.51M +97,058 +107%
PRC
849
Platte River Capital
Colorado
$8.72M -$3.58M -77,170 -29%
PCA
850
Personal Capital Advisors
California
$8.69M +$1.56M +33,549 +22%
32 33
34
35 36