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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
1001
White Pine Investment Company
Michigan
$5.28M -$32.5K -780 -0.6%
UR
1002
USCA RIA
Texas
$5.28M +$163K +3,917 +3%
HKIM
1003
Hayek Kallen Investment Management
Alabama
$5.27M +$1K +24 +0%
WFG
1004
Windsor Financial Group
Minnesota
$5.27M -$184K -4,420 -3%
FCM
1005
Forester Capital Management
Illinois
$5.26M – – –
HS
1006
HighVista Strategies
Massachusetts
$5.22M -$432K -10,371 -8%
HFA
1007
Harbert Fund Advisors
Alabama
$5.21M +$5.21M +125,000 New
DG
1008
Davidson & Garrard
Virginia
$5.17M -$34.1K -818 -0.7%
CIM
1009
CenturyLink Investment Management
Colorado
$5.17M – – –
WCM
1010
Weik Capital Management
Pennsylvania
$5.14M -$38.6K -925 -0.7%
BUB
1011
BBVA USA Bancshares
Texas
$5.14M +$54K +1,295 +1%
LWM
1012
Lyons Wealth Management
Florida
$5.14M +$157K +3,757 +3%
ACM
1013
Argyle Capital Management
Pennsylvania
$5.1M -$50K -1,200 -1%
HIM
1014
Harbour Investment Management
Washington
$5.09M -$245K -5,880 -5%
PAM
1015
Private Asset Management
California
$5.08M -$130K -3,125 -2%
WB
1016
Webster Bank
Connecticut
$5.08M -$3.09M -74,084 -38%
HT
1017
HighTower Trust
Texas
$5.05M -$5.3K -127 -0.1%
TCOT
1018
Trust Company of Toledo
Ohio
$5.04M -$340K -8,151 -6%
GCM
1019
Garland Capital Management
Washington
$5.04M – – –
DIA
1020
Dean Investment Associates
Ohio
$5.03M -$57.6K -1,381 -1%
CCT
1021
Chemung Canal Trust
New York
$5.03M -$1.33K -32 -0%
IC
1022
InterOcean Capital
Illinois
$5.02M +$25.9K +621 +0.5%
WCMNY
1023
Westchester Capital Management (New York)
New York
$4.97M -$104K -2,500 -2%
NOCM
1024
Night Owl Capital Management
Connecticut
$4.97M +$4.97M +119,100 New
AHB
1025
Abner Herrman & Brock
New Jersey
$4.96M +$22.5K +540 +0.5%
39 40
41
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