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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 %
WCA
901
Woodbine Capital Advisors
New York
$6.35M -$410K -10,000 -6%
SIG
902
Schooner Investment Group
Pennsylvania
$6.35M +$615K +15,000 +11%
GCA
903
Guardian Capital Advisors
Ontario, Canada
$6.35M -$44.5K -1,092 -0.7%
BFS
904
Baskin Financial Services
Ontario, Canada
$6.35M +$136K +3,328 +2%
HBWM
905
Hollow Brook Wealth Management
New York
$6.35M +$5.62M +137,137 +775%
SAG
906
Sterne Agee Group
Alabama
$6.33M +$1.41M +34,425 +29%
HAIM
907
Hunter Associates Investment Management
Pennsylvania
$6.32M -$525K -12,814 -8%
GLA
908
Great Lakes Advisors
Illinois
$6.27M +$151K +3,689 +2%
SGK
909
Steigerwald Gordon & Koch
Virginia
$6.27M +$140K +3,458 +2%
CAM
910
Columbia Asset Management
Michigan
$6.25M +$87.4K +2,132 +1%
GIP
911
Granite Investment Partners
California
$6.23M -$299K -7,300 -5%
LK
912
Lumbard & Kellner
New Hampshire
$6.21M – – –
VW
913
Vantage Wealth
California
$6.19M +$180K +4,400 +3%
BC
914
Burney Company
Virginia
$6.18M -$1.77M -43,214 -22%
CONA
915
Capital One National Association
New York
$6.17M +$2.66M +64,941 +76%
AA
916
Apriem Advisors
California
$6.17M -$203K -4,961 -3%
OWD
917
Osborn Williams & Donohoe
Ohio
$6.16M +$51.9K +1,265 +0.8%
BCM
918
Boltwood Capital Management
California
$6.15M -$8.2K -200 -0.1%
AP
919
Alydar Partners
Massachusetts
$6.15M +$6.15M +150,000 New
CA
920
Cornerstone Advisors
North Carolina
$6.14M – – –
PC
921
Permit Capital
Pennsylvania
$6.14M -$820K -20,000 -12%
AMAL
922
Asset Management Advisors LLC
Oklahoma
$6.12M +$108K +2,625 +2%
HC
923
Highmount Capital
New York
$6.11M -$26K -635 -0.4%
AL
924
Agran Libbie
California
$6.07M -$123 -3 -0%
MIM
925
Marco Investment Management
Georgia
$6.05M -$44.9K -1,096 -0.7%
35 36
37
38 39