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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 %
AB
976
AT Bancorp
Iowa
$5.33M +$4.54M +111,689 +574%
MCM
977
McMillion Capital Management
North Carolina
$5.33M -$191K -4,695 -3%
LIA
978
LS Investment Advisors
Michigan
$5.32M -$3.42K -84 -0.1%
SI
979
SII Investments
Wisconsin
$5.31M -$224K -5,530 -4%
MCM
980
Monarch Capital Management
Indiana
$5.31M +$92.7K +2,280 +2%
LVP
981
Limestone Value Partners
Texas
$5.28M -$1.22M -30,000 -19%
FM
982
Family Management
New York
$5.27M +$3.86M +95,013 +274%
BCM
983
Bluefin Capital Management
New York
$5.26M -$11.3M -278,967 -68%
KJHP
984
K.J. Harrison & Partners
Ontario, Canada
$5.25M – – –
BFA
985
Benedict Financial Advisors
Georgia
$5.25M +$37.9K +907 +0.7%
BHWM
986
Bar Harbor Wealth Management
New Hampshire
$5.24M +$255K +6,271 +5%
KFC
987
Klingenstein Fields & Co
New York
$5.22M -$448K -11,008 -8%
OSNBOA
988
Old Second National Bank of Aurora
Illinois
$5.22M -$335K -8,252 -6%
AA
989
Ancora Advisors
Ohio
$5.18M -$5.86M -126,216 Closed
LJHT
990
Laurie J. Hall Trustee
$5.17M – – –
LG
991
Laidlaw Group
New York
$5.14M +$11.3K +277 +0.2%
DG
992
Davidson & Garrard
Virginia
$5.13M -$14K -344 -0.3%
SIG
993
Schooner Investment Group
Pennsylvania
$5.09M -$1.83M -45,000 -26%
HRC
994
Hoertkorn Richard Charles
$5.06M -$368K -9,050 -7%
RSVP
995
Ramsay Stattman Vela & Price
Colorado
$5.05M +$59.1K +1,455 +1%
CCM
996
Century Capital Management
Massachusetts
$5.04M – – –
BWFM
997
Bridgewater Wealth & Financial Management
Maryland
$5.03M +$7.12K +175 +0.1%
CAM
998
Congress Asset Management
Massachusetts
$5.03M +$3.57M +87,897 +246%
CIA
999
Choate Investment Advisors
Massachusetts
$5.01M -$339K -8,350 -6%
FCMC
1000
Founders Capital Management (Connecticut)
Connecticut
$5.01M +$289K +7,106 +6%
38 39
40
41 42