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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 %
DY
851
Dowling & Yahnke
California
$7.04M -$42K -1,033 -0.6%
BC
852
Burney Company
Virginia
$7.04M +$244K +6,001 +4%
BUB
853
BBVA USA Bancshares
Texas
$7.04M +$467K +11,491 +7%
CWM
854
Calamos Wealth Management
Illinois
$7.03M +$932K +22,921 +15%
MBTD
855
Mechanics Bank - Trust Department
California
$6.99M +$174K +4,275 +3%
Acadian Asset Management
856
Acadian Asset Management
Massachusetts
$6.98M +$156K +3,835 +2%
LM
857
Lincluden Management
Ontario, Canada
$6.97M -$462K -11,365 -6%
PWM
858
Patriot Wealth Management
Texas
$6.93M +$237K +5,820 +4%
SCA
859
Salient Capital Advisors
Texas
$6.9M +$751K +18,477 +12%
ECM
860
Everence Capital Management
Indiana
$6.89M – – –
CCA
861
Catalyst Capital Advisors
New York
$6.86M +$1.12M +27,570 +20%
WJA
862
Williams Jones & Associates
New York
$6.84M -$796K -19,584 -10%
LI
863
Lafayette Investments
Maryland
$6.84M -$34.6K -850 -0.5%
PDN
864
Pensionfund DSM Netherlands
Netherlands
$6.83M – – –
KIA
865
King Investment Advisors
Texas
$6.8M -$1.55M -38,097 -19%
LNWWM
866
Laird Norton Wetherby Wealth Management
California
$6.79M -$326K -8,017 -5%
CCMG
867
Clark Capital Management Group
Pennsylvania
$6.79M -$2.97M -72,999 -30%
MPI
868
Mairs & Power Inc
Minnesota
$6.75M +$69.7K +1,714 +1%
HAM
869
Highstreet Asset Management
Ontario, Canada
$6.75M -$2.03M -50,016 -23%
FMBTD
870
First Midwest Bank Trust Division
Illinois
$6.71M -$1.2M -29,510 -15%
BCM
871
Blume Capital Management
California
$6.7M -$18.3K -450 -0.3%
KFS
872
Kurt F. Somerville
$6.7M +$690K +16,962 +11%
PRC
873
Platte River Capital
Colorado
$6.7M -$935K -23,000 -12%
CA
874
CapWealth Advisors
Tennessee
$6.69M +$291K +7,159 +5%
PL
875
Parkwood LLC
Ohio
$6.65M -$1.67M -41,155 -20%
33 34
35
36 37