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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 %
ST
1101
Sentinel Trust
Texas
$3.93M +$890K +21,725 +29%
PHIMC
1102
Private Harbour Investment Management & Counsel
Ohio
$3.93M -$63.1K -1,540 -2%
VC
1103
Vestor Capital
Illinois
$3.93M +$136K +3,308 +4%
NCA
1104
New Century Advisors
Maryland
$3.9M +$1.64M +40,000 +73%
WIC
1105
Woodmont Investment Counsel
Tennessee
$3.88M -$98.1K -2,392 -2%
OMCS
1106
Old Mutual Customised Solutions
South Africa
$3.88M -$176K -4,300 -4%
RMSCM
1107
R.M. Sincerbeaux Capital Management
New York
$3.86M – – –
PLFAM
1108
Pineno Levin & Ford Asset Management
Virginia
$3.86M -$7.99K -195 -0.2%
ACM
1109
Ativo Capital Management
Illinois
$3.85M -$257K -6,274 -6%
KFA
1110
Kelleher Financial Advisors
New York
$3.84M +$83.2K +2,030 +2%
SNT
1111
Security National Trust
West Virginia
$3.83M -$14.5K -355 -0.4%
CWM
1112
Concert Wealth Management
California
$3.82M +$166K +4,126 +5%
IMOV
1113
Investment Management of Virginia
Virginia
$3.82M -$57.4K -1,400 -1%
M
1114
MOTCO
Texas
$3.79M -$33.2K -809 -0.9%
CL
1115
CPWM LLC
Washington
$3.79M +$402K +9,805 +12%
PG
1116
PEAK6 Group
Illinois
$3.78M +$2.99M +72,845 +374%
PAG
1117
Private Advisor Group
New Jersey
$3.78M +$1.08M +26,380 +40%
CBU
1118
CIBC Bank USA
Illinois
$3.76M -$27.4K -668 -0.7%
NAM
1119
NTV Asset Management
West Virginia
$3.75M -$7.71K -188 -0.2%
RHDIC
1120
R.H. Dinel Investment Counsel
California
$3.73M – – –
SACTSONJ
1121
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.73M – – –
MC
1122
Moors & Cabot
Massachusetts
$3.73M +$3.73M +90,954 New
HR
1123
Howe & Rusling
New York
$3.73M +$195K +4,750 +6%
AWM
1124
Altavista Wealth Management
North Carolina
$3.71M -$66.2K -1,616 -2%
SCM
1125
Sterneck Capital Management
Missouri
$3.69M +$783K +19,096 +27%
43 44
45
46 47