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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 %
NCCM
876
Nine Chapters Capital Management
New Jersey
$8.26M +$8.26M +177,800 New
MCM
877
Maple Capital Management
Vermont
$8.22M +$175K +3,776 +2%
VCAM
878
Van Cleef Asset Management
Ohio
$8.21M +$1.56M +33,506 +23%
CAMI
879
Concord Asset Management (Illinois)
Illinois
$8.19M -$24.4K -525 -0.3%
TCM
880
Tradition Capital Management
New Jersey
$8.17M +$73.4K +1,580 +0.9%
PAM
881
PartnerRe Asset Management
Connecticut
$8.15M +$1.15M +24,727 +16%
LNWWM
882
Laird Norton Wetherby Wealth Management
California
$8.13M +$95.1K +2,048 +1%
RIL
883
Rothschild Investment LLC
Illinois
$8.13M +$75.9K +1,634 +0.9%
AT
884
Arden Trust
Delaware
$8.11M -$357K -7,683 -4%
DY
885
Dowling & Yahnke
California
$8.09M -$5.44K -117 -0.1%
SIG
886
Schooner Investment Group
Pennsylvania
$7.95M +$234K +5,000 +3%
AGM
887
Alpine Global Management
New York
$7.94M +$7.94M +170,826 New
SAM
888
Symphony Asset Management
California
$7.86M -$1.38M -29,724 -15%
LI
889
Lafayette Investments
Maryland
$7.86M -$116K -2,500 -1%
KWILP
890
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.81M -$170K -3,665 -2%
PDN
891
Pensionfund DSM Netherlands
Netherlands
$7.8M – – –
Acadian Asset Management
892
Acadian Asset Management
Massachusetts
$7.79M +$3.06M +65,814 +65%
MBTD
893
Mechanics Bank - Trust Department
California
$7.79M +$546K +11,745 +8%
NEAM
894
New England Asset Management
Connecticut
$7.79M -$9.3M -200,300 -54%
CHA
895
Cedar Hill Associates
Illinois
$7.76M +$236K +5,075 +3%
BC
896
Burney Company
Virginia
$7.76M +$277K +5,972 +4%
BFS
897
Baskin Financial Services
Ontario, Canada
$7.71M +$38.2K +822 +0.5%
FWCM
898
First Western Capital Management
California
$7.68M +$195K +4,195 +3%
BCM
899
Blume Capital Management
California
$7.68M -$114K -2,465 -1%
OA
900
Oxbow Advisors
Texas
$7.65M -$124K -2,663 -2%
34 35
36
37 38