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Microsoft
MSFT

Overview Fund Activity

1,985 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 810 increasing their positions, 893 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,985
Holders Change
+29
Holders Change %
+1.48%
% of All Funds
57.37%
Holding in Top 10
646
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+18.97%
% of All Funds
18.67%
New
124
Increased
810
Reduced
893
Closed
74
Calls
$4.31B
Puts
$2.63B
Net Calls
+$1.68B
Net Calls Change
+$849M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.05B
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$339M
4
OH
Orbis Holdings
Bermuda
+$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$297M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.33B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$942M
3
Deutsche Bank
Deutsche Bank
Germany
-$593M
4
Invesco
Invesco
Georgia
-$508M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$490M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
1026
Kurt F. Somerville
$4.77M -$352K -8,596 -7%
HL
1027
HeadInvest LLC
Maine
$4.71M -$253K -6,181 -5%
BWAM
1028
Boyd Watterson Asset Management
Ohio
$4.71M +$122K +2,978 +3%
TSW
1029
Thompson Siegel & Walmsley
Virginia
$4.7M -$1.12M -27,333 -19%
KFP
1030
Keystone Financial Planning
Ohio
$4.7M +$141K +3,451 +3%
GG
1031
Greenwood Gearhart
Arkansas
$4.69M +$124K +3,028 +3%
CDH
1032
Charles D. Hyman
$4.64M -$11.5K -280 -0.2%
BFG
1033
Beacon Financial Group
Texas
$4.62M -$1.02M -25,243 -18%
FBT
1034
First Bankers Trust
Kentucky
$4.62M -$162K -3,950 -3%
WKWM
1035
Walter & Keenan Wealth Management
Indiana
$4.58M +$4.58M +111,727 New
BHWM
1036
Bar Harbor Wealth Management
New Hampshire
$4.57M +$84.8K +2,069 +2%
SIP
1037
Stoneridge Investment Partners
Pennsylvania
$4.56M -$123K -3,000 -3%
DWT
1038
Dorsey & Whitney Trust
South Dakota
$4.55M +$96.5K +2,356 +2%
HCMT
1039
Highland Capital Management (Texas)
Texas
$4.54M +$3.92M +95,700 +636%
CANC
1040
Culbertson A N & Co
Virginia
$4.53M +$66.2K +1,615 +1%
SGCA
1041
Steel Grove Capital Advisors
Tennessee
$4.53M +$425K +10,360 +10%
NEI
1042
Northwest & Ethical Investments
Ontario, Canada
$4.5M -$5.5M -134,074 -55%
WBG
1043
Wharton Business Group
Pennsylvania
$4.5M +$2.43M +59,395 +118%
SFS
1044
Strategic Financial Services
New York
$4.49M +$206K +5,037 +5%
HTHT
1045
Hemenway Trust Hemenway Trust
New Hampshire
$4.49M -$44.1K -1,077 -1%
TCOV
1046
Trust Company of Vermont
Vermont
$4.49M +$7.95K +194 +0.2%
GSBTD
1047
Glenview State Bank Trust Department
Illinois
$4.48M -$131K -3,200 -3%
AHC
1048
Adell Harriman & Carpenter
Texas
$4.46M -$435K -10,619 -9%
QCMC
1049
Quantum Capital Management (California)
California
$4.45M +$245K +5,965 +6%
COI
1050
Connable Office Inc
Michigan
$4.43M -$60.1K -1,467 -1%
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