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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
901
Myriad Asset Management
Hong Kong
$6.61M +$6.61M +158,500 New
FWCM
902
First Western Capital Management
California
$6.6M +$2.11M +50,665 +47%
PWM
903
Patriot Wealth Management
Texas
$6.56M +$36.6K +877 +0.6%
DPIM
904
Duff & Phelps Investment Management
Illinois
$6.55M +$50K +1,200 +0.8%
GCA
905
Guardian Capital Advisors
Ontario, Canada
$6.54M +$24.7K +590 +0.4%
DIS
906
Diversified Investment Strategies
Louisiana
$6.53M -$60.5K -1,450 -0.9%
LAM
907
Lingohr Asset Management
Germany
$6.53M -$872K -20,900 -12%
KCA
908
KR Capital Advisors
New York
$6.53M -$23.4K -560 -0.4%
EB
909
Eastern Bank
Massachusetts
$6.5M -$33.5K -803 -0.5%
VW
910
Vantage Wealth
California
$6.46M -$46.3K -1,075 -0.7%
SGK
911
Steigerwald Gordon & Koch
Virginia
$6.46M +$125K +3,060 +2%
IIM
912
Ipswich Investment Management
Massachusetts
$6.45M -$72K -1,727 -1%
CIA
913
Choate Investment Advisors
Massachusetts
$6.44M -$629K -15,095 -9%
NIA
914
Northstar Investment Advisors
Colorado
$6.41M -$113K -2,715 -2%
RT
915
Rockland Trust
Massachusetts
$6.37M -$6.95M -166,680 -52%
HAIM
916
Hunter Associates Investment Management
Pennsylvania
$6.35M -$76.3K -1,830 -1%
CAM
917
Columbia Asset Management
Michigan
$6.33M -$25.8K -618 -0.4%
FB
918
Fulton Bank
Pennsylvania
$6.31M -$218K -5,221 -3%
FNBT
919
FineMark National Bank & Trust
Florida
$6.31M +$1M +23,992 +19%
OWD
920
Osborn Williams & Donohoe
Ohio
$6.3M -$29.5K -701 -0.5%
CM
921
Churchill Management
California
$6.3M +$726K +17,405 +13%
FDCC
922
Foster Dykema Cabot & Co
Massachusetts
$6.29M -$8.39M -201,107 -57%
WA
923
Whitebox Advisors
Minnesota
$6.26M +$797K +19,100 +15%
BCM
924
Boltwood Capital Management
California
$6.25M -$8.34K -200 -0.1%
CA
925
Cornerstone Advisors
North Carolina
$6.25M – – –
35 36
37
38 39