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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 %
ECM
926
Everence Capital Management
Indiana
$6.01M +$170K +4,140 +3%
SAIG
927
Semper Augustus Investments Group
Colorado
$6.01M – – –
WSTAM
928
Wilbanks Smith & Thomas Asset Management
Virginia
$5.99M -$137K -3,347 -2%
SOADOR
929
State of Alaska Department of Revenue
Alaska
$5.97M -$483K -11,780 -7%
DCC
930
Dow Chemical Company
Michigan
$5.94M +$1.64M +40,000 +38%
FMLI
931
Fukoku Mutual Life Insurance
Japan
$5.94M +$1.55M +37,900 +35%
BII
932
Bainco International Investors
Massachusetts
$5.92M -$367K -8,950 -6%
MCM
933
Monarch Capital Management
Indiana
$5.92M -$94.3K -2,300 -2%
JC
934
Jacobs & Co
California
$5.9M +$85K +2,074 +1%
AW
935
ACG Wealth
Georgia
$5.9M -$733K -17,870 -11%
CAM
936
Cubic Asset Management
Massachusetts
$5.9M -$14.3K -350 -0.2%
HVIA
937
Hudson Valley Investment Advisors
New York
$5.9M +$130K +3,168 +2%
OC
938
Oppenheimer & Close
New York
$5.9M -$425K -10,379 -7%
CWP
939
Capital Wealth Planning
Florida
$5.84M +$5.09M +124,191 +680%
SCG
940
Strategic Capital Group
Washington
$5.82M +$2.34M +57,080 +67%
WDA
941
Wendell David Associates
New Hampshire
$5.8M -$245K -5,987 -4%
VST
942
Van Strum & Towne
California
$5.8M +$36.9K +900 +0.6%
GF
943
Gerstein Fisher
New York
$5.8M -$6M -146,287 -51%
OA
944
OFI Advisors
Pennsylvania
$5.78M +$55K +1,342 +1%
NCM
945
Narwhal Capital Management
Georgia
$5.78M +$574K +14,000 +11%
PP
946
PDT Partners
New York
$5.73M +$5.73M +139,860 New
TCM
947
Tran Capital Management
California
$5.73M -$316K -7,700 -5%
BWFA
948
Baltimore-Washington Financial Advisors
Maryland
$5.71M -$140K -3,425 -2%
BFA
949
Bragg Financial Advisors
North Carolina
$5.71M +$8.44K +206 +0.1%
WAM
950
Wilsey Asset Management
California
$5.71M +$42K +1,025 +0.7%
36 37
38
39 40