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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 %
CIM
1076
CenturyLink Investment Management
Colorado
$5.22M – – –
DHFB
1077
Dixon Hubard Feinour & Brown
Virginia
$5.22M +$36.4K +784 +0.7%
FCM
1078
Forester Capital Management
Illinois
$5.21M -$670K -14,430 -11%
FSA
1079
Financial Sense Advisors
California
$5.21M +$4.89M +105,291 +1,557%
PC
1080
Permit Capital
Pennsylvania
$5.2M – – –
BOTW
1081
Bank of the West
California
$5.2M +$542K +11,671 +12%
FBT
1082
First Bankers Trust
Kentucky
$5.18M +$790 +17 +0%
CDH
1083
Charles D. Hyman
$5.13M -$11.6K -250 -0.2%
SCA
1084
Strategic Capital Alternatives
United States
$5.13M -$91K -1,958 -2%
AAIM
1085
American Assets Investment Management
California
$5.12M – – –
MMG
1086
Monetary Management Group
Missouri
$5.11M -$135K -2,900 -3%
DWT
1087
Dorsey & Whitney Trust
South Dakota
$5.11M -$33.9K -729 -0.7%
OAMG
1088
Odey Asset Management Group
United Kingdom
$5.09M -$557K -12,000 -10%
WB
1089
Webster Bank
Connecticut
$5.08M -$153K -3,300 -3%
RWM
1090
Rench Wealth Management
Texas
$5.07M -$113K -2,440 -2%
BAM
1091
Boyar Asset Management
New York
$5.06M -$159K -3,425 -3%
WF
1092
WealthTrust Fairport
Ohio
$5.05M -$117K -2,519 -2%
HTHT
1093
Hemenway Trust Hemenway Trust
New Hampshire
$5.05M -$13.4K -289 -0.3%
CT
1094
Coastline Trust
Rhode Island
$5.04M +$490K +10,547 +11%
WPC
1095
White Pine Capital
Minnesota
$5.01M -$244K -5,252 -5%
MF
1096
Magnetar Financial
Illinois
$4.99M +$4.99M +107,390 New
ORI
1097
Oak Ridge Investments
Illinois
$4.97M -$387K -8,339 -7%
WKWM
1098
Walter & Keenan Wealth Management
Indiana
$4.97M – – –
BCP
1099
Blue Chip Partners
Michigan
$4.97M +$4.97M +107,062 New
AIC
1100
Argus Investors Counsel
New York
$4.95M -$144K -3,100 -3%
42 43
44
45 46