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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
951
Highmount Capital
New York
$5.64M +$21.3K +523 +0.4%
CFSG
952
Community Financial Services Group
Vermont
$5.63M +$68K +1,673 +1%
PAG
953
Private Advisor Group
New Jersey
$5.6M +$552K +13,580 +11%
SAMNY
954
Samsung Asset Management (New York)
New York
$5.58M +$108K +2,650 +2%
FDCC
955
Foster Dykema Cabot & Co
Massachusetts
$5.57M -$65K -1,600 -1%
FLPIM
956
F.L. Putnam Investment Management
Massachusetts
$5.57M +$73.9K +1,819 +1%
VKH
957
Virtu KCG Holdings
New York
$5.54M -$264K -6,492 -5%
JGUA
958
John G. Ullman & Associates
New York
$5.52M -$93.7K -2,305 -2%
TSBJ
959
Trevor, Stewart, Burton & Jacobsen
New York
$5.52M +$5.41M +133,098 +5,129%
EWM
960
Elite Wealth Management
Washington
$5.51M +$338K +8,325 +7%
AW
961
ACG Wealth
Georgia
$5.49M -$170K -4,177 -3%
WFG
962
Windsor Financial Group
Minnesota
$5.47M +$440K +10,818 +9%
CIS
963
Connors Investor Services
Pennsylvania
$5.45M +$379K +9,335 +7%
BLAM
964
Bourne Lent Asset Management
New York
$5.45M +$5.45M +133,942 New
OAMG
965
Odey Asset Management Group
United Kingdom
$5.43M +$976K +24,000 +22%
CAM
966
Cubic Asset Management
Massachusetts
$5.43M -$205K -5,044 -4%
SCM
967
Stonebridge Capital Management
California
$5.42M -$20.5K -503 -0.4%
PAI
968
Pittenger & Anderson Inc
Nebraska
$5.42M +$811K +19,955 +18%
WAM
969
Wilsey Asset Management
California
$5.41M -$48.1K -1,193 -0.9%
LA
970
Lynch & Associates
Indiana
$5.4M +$13.2K +325 +0.2%
CIC
971
Cutler Investment Counsel
Oregon
$5.38M -$4.72K -116 -0.1%
MC
972
Middleton & Co
Massachusetts
$5.38M +$567K +13,955 +12%
BWFA
973
Baltimore-Washington Financial Advisors
Maryland
$5.38M -$170K -4,190 -3%
SFA
974
Staton Financial Advisors
North Carolina
$5.38M +$5.38M +132,255 New
FVCM
975
F&V Capital Management
Florida
$5.34M +$1.82M +44,820 +52%
37 38
39
40 41