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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 %
BWAM
1051
Boyd Watterson Asset Management
Ohio
$4.62M -$169K -4,045 -4%
TCOV
1052
Trust Company of Vermont
Vermont
$4.62M +$47.9K +1,149 +1%
FBT
1053
First Bankers Trust
Kentucky
$4.61M -$91.1K -2,185 -2%
HTHT
1054
Hemenway Trust Hemenway Trust
New Hampshire
$4.61M +$40K +960 +0.9%
SFS
1055
Strategic Financial Services
New York
$4.6M +$33K +791 +0.7%
DHFB
1056
Dixon Hubard Feinour & Brown
Virginia
$4.6M +$217K +5,195 +5%
QCMC
1057
Quantum Capital Management (California)
California
$4.57M +$43.5K +1,044 +1%
TFA
1058
Toth Financial Advisory
Virginia
$4.56M +$119K +2,850 +3%
SIP
1059
Stoneridge Investment Partners
Pennsylvania
$4.55M -$88.2K -2,115 -2%
TCCM
1060
Timber Creek Capital Management
Massachusetts
$4.51M +$7.3K +175 +0.2%
SCM
1061
Sterneck Capital Management
Missouri
$4.51M +$754K +18,070 +20%
BFO
1062
Boston Family Office
Massachusetts
$4.5M +$167K +3,997 +4%
SGCA
1063
Steel Grove Capital Advisors
Tennessee
$4.5M -$108K -2,583 -2%
WCAM
1064
West Coast Asset Management
California
$4.48M +$49.9K +1,196 +1%
GSBTD
1065
Glenview State Bank Trust Department
Illinois
$4.45M -$110K -2,648 -2%
AHC
1066
Adell Harriman & Carpenter
Texas
$4.44M -$105K -2,507 -2%
LIM
1067
Loudon Investment Management
New Hampshire
$4.42M +$4.17K +100 +0.1%
RWM
1068
Rench Wealth Management
Texas
$4.42M +$93.1K +2,233 +2%
MMG
1069
Monetary Management Group
Missouri
$4.38M -$584K -14,000 -12%
MA
1070
Marshwinds Advisory
Georgia
$4.38M -$1.67K -40 -0%
BFIM
1071
Beese Fulmer Investment Management
Ohio
$4.38M +$82K +1,967 +2%
ST
1072
Spinnaker Trust
Maine
$4.38M -$1.35M -32,388 -24%
VV
1073
Verity & Verity
South Carolina
$4.37M +$231K +5,543 +6%
ST
1074
Stifel Trust
Missouri
$4.36M +$31.9K +766 +0.7%
Two Sigma Investments
1075
Two Sigma Investments
New York
$4.36M +$4.36M +104,553 New
41 42
43
44 45