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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 %
LAM
976
Lingohr Asset Management
Germany
$6.53M -$3.21M -76,961 -33%
HVIA
977
Hudson Valley Investment Advisors
New York
$6.53M +$116K +2,490 +2%
SWP
978
Stratos Wealth Partners
Ohio
$6.49M +$173K +3,724 +3%
MAM
979
Meeder Asset Management
Ohio
$6.49M +$20.4K +440 +0.3%
KFC
980
Klingenstein Fields & Co
New York
$6.48M -$897K -19,312 -12%
NCM
981
Narwhal Capital Management
Georgia
$6.46M -$33.7K -725 -0.5%
AW
982
ACG Wealth
Georgia
$6.46M -$106K -2,272 -2%
Balyasny Asset Management
983
Balyasny Asset Management
Illinois
$6.45M +$6.45M +138,765 New
FDCC
984
Foster Dykema Cabot & Co
Massachusetts
$6.44M -$549K -11,824 -8%
CAM
985
Cubic Asset Management
Massachusetts
$6.43M -$22.8K -490 -0.4%
HC
986
Highmount Capital
New York
$6.42M -$24.8K -534 -0.4%
WDA
987
Wendell David Associates
New Hampshire
$6.41M +$276 +6 +0%
JGUA
988
John G. Ullman & Associates
New York
$6.41M -$72K -1,550 -1%
GCP
989
GSA Capital Partners
United Kingdom
$6.41M +$4.34M +93,492 +210%
LMIM
990
Lockheed Martin Investment Management
Maryland
$6.4M -$2.25M -48,400 -26%
CWP
991
Capital Wealth Planning
Florida
$6.38M -$56.2K -1,210 -0.9%
SI
992
SII Investments
Wisconsin
$6.36M -$86.8K -1,865 -1%
SGAM
993
Steinberg Global Asset Management
Florida
$6.36M +$305K +6,576 +5%
CFSG
994
Community Financial Services Group
Vermont
$6.36M +$62.2K +1,340 +1%
OSNBOA
995
Old Second National Bank of Aurora
Illinois
$6.34M +$4.83K +104 +0.1%
BWFA
996
Baltimore-Washington Financial Advisors
Maryland
$6.34M +$5.57K +120 +0.1%
FWCM
997
Ferguson Wellman Capital Management
Oregon
$6.31M -$199K -4,292 -3%
MCM
998
McMillion Capital Management
North Carolina
$6.31M -$33.2K -715 -0.5%
WAM
999
Wilsey Asset Management
California
$6.29M -$68.3K -1,470 -1%
FLPIM
1000
F.L. Putnam Investment Management
Massachusetts
$6.28M -$20.4K -440 -0.3%
38 39
40
41 42