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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 %
BFO
1101
Boston Family Office
Massachusetts
$4.94M -$56.4K -1,215 -1%
BFIM
1102
Beese Fulmer Investment Management
Ohio
$4.94M +$34K +733 +0.7%
AP
1103
Advisor Partners
California
$4.93M +$220K +4,719 +5%
AHC
1104
Adell Harriman & Carpenter
Texas
$4.92M -$16.4K -353 -0.3%
GCM
1105
Garland Capital Management
Washington
$4.9M +$170K +3,650 +4%
BWAM
1106
Boyd Watterson Asset Management
Ohio
$4.88M -$85.5K -1,841 -2%
GSBTD
1107
Glenview State Bank Trust Department
Illinois
$4.88M -$11.6K -250 -0.2%
PCMI
1108
Princeton Capital Management Inc
New Jersey
$4.88M +$504K +10,855 +12%
MFS
1109
Monetta Financial Services
Illinois
$4.88M – – –
HC
1110
HHG & Company
Connecticut
$4.86M -$20.9M -449,873 -81%
LIM
1111
Loudon Investment Management
New Hampshire
$4.86M -$74.3K -1,600 -2%
VV
1112
Verity & Verity
South Carolina
$4.85M +$9.85K +212 +0.2%
TNBTD
1113
Trustmark National Bank Trust Department
Mississippi
$4.85M +$41.3K +890 +0.9%
AMAL
1114
Asset Management Advisors LLC
Oklahoma
$4.84M -$240K -5,160 -5%
M
1115
MOTCO
Texas
$4.84M -$213K -4,594 -4%
CPSAC
1116
Chas P. Smith & Associates (CPS)
Florida
$4.82M +$1.27M +27,282 +36%
P
1117
Pitcairn
Pennsylvania
$4.81M +$84.9K +1,827 +2%
VC
1118
Vestor Capital
Illinois
$4.79M +$91K +1,960 +2%
TF
1119
Tompkins Financial
New York
$4.77M +$52.6K +1,133 +1%
BWP
1120
Baldwin Wealth Partners
Massachusetts
$4.76M +$923K +19,864 +24%
JT
1121
Jump Trading
Illinois
$4.76M +$4.76M +102,412 New
LDB
1122
Lee, Danner & Bass
Tennessee
$4.74M -$4.92K -106 -0.1%
GS
1123
GAM Systematic
United Kingdom
$4.74M +$4.74M +102,018 New
NJBEST
1124
New Jersey Better Educational Savings Trust
New Jersey
$4.74M +$279K +6,000 +6%
OCM
1125
Olstein Capital Management
New York
$4.74M +$557K +12,000 +13%
43 44
45
46 47