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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 %
IIC
926
Ironwood Investment Counsel
Arizona
$7.22M +$1.07M +23,115 +17%
VNA
927
VNBTrust National Association
Virginia
$7.12M -$2.28M -49,055 -24%
SCM
928
Salem Capital Management
Massachusetts
$7.12M -$177K -3,800 -2%
IIM
929
Ipswich Investment Management
Massachusetts
$7.1M -$19.7K -424 -0.3%
SIM
930
Sterling Investment Management
Arizona
$7.09M -$55.1K -1,186 -0.8%
VW
931
Vantage Wealth
California
$7.08M +$114K +2,450 +2%
HAIM
932
Hunter Associates Investment Management
Pennsylvania
$7.03M -$46.4K -1,000 -0.7%
SCA
933
Salient Capital Advisors
Texas
$7.03M +$2.16M +46,530 +44%
CIC
934
Chase Investment Counsel
Virginia
$7.02M +$50K +1,076 +0.7%
SGK
935
Steigerwald Gordon & Koch
Virginia
$7.02M -$66.5K -1,462 -0.9%
NIA
936
Northstar Investment Advisors
Colorado
$7.01M +$7.2K +155 +0.1%
DIS
937
Diversified Investment Strategies
Louisiana
$7.01M -$273K -5,875 -4%
FA
938
FDx Advisors
Illinois
$7M -$556K -11,973 -7%
1IA
939
1834 Investment Advisors
Wisconsin
$7M -$543K -11,685 -7%
GIP
940
Granite Investment Partners
California
$7M +$186K +4,000 +3%
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.98M +$216K +4,656 +3%
GCA
942
Greenwood Capital Associates
South Carolina
$6.96M -$19.5K -419 -0.3%
CWM
943
Calamos Wealth Management
Illinois
$6.96M +$1.34M +28,880 +24%
NIT
944
NumerixS Investment Technologies
British Columbia, Canada
$6.95M +$6.95M +149,595 New
MIC
945
MU Investments Company
Japan
$6.95M -$567K -11,850 -8%
CAM
946
Columbia Asset Management
Michigan
$6.91M -$106K -2,288 -2%
FAT
947
First American Trust
California
$6.88M -$1.07M -23,029 -13%
KFS
948
Kurt F. Somerville
$6.87M +$1.68M +36,144 +32%
FB
949
Fulton Bank
Pennsylvania
$6.85M -$22.9K -493 -0.3%
VST
950
Van Strum & Towne
California
$6.84M +$343K +7,381 +5%
36 37
38
39 40