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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 %
LCM
1126
Leonard Capital Management
Florida
$3.69M -$410K -10,000 -10%
OCM
1127
Olstein Capital Management
New York
$3.69M – – –
FTI
1128
Fiduciary Trust International
Massachusetts
$3.69M +$356K +8,693 +11%
FBB
1129
Fulton Breakefield Broenniman
Maryland
$3.68M -$39.6K -966 -1%
SFSG
1130
Stearns Financial Services Group
North Carolina
$3.68M -$64.4K -1,572 -2%
CNBT
1131
Canandaigua National Bank & Trust
New York
$3.67M +$7.34K +179 +0.2%
CCMINC
1132
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.67M -$183K -4,457 -5%
HAMF
1133
Hatteras Alternative Mutual Funds
North Carolina
$3.66M -$271K -6,610 -7%
VHAM
1134
Van Hulzen Asset Management
California
$3.65M +$18.3K +447 +0.5%
KAM
1135
Kokusai Asset Management
Japan
$3.63M -$139K -3,400 -4%
BRM
1136
Boston Research & Management
Massachusetts
$3.62M -$1.64K -40 -0%
SAM
1137
Smithbridge Asset Management
Pennsylvania
$3.62M -$38.1K -930 -1%
HIM
1138
Hermes Investment Management
United Kingdom
$3.62M +$668K +16,290 +23%
PFP
1139
Pinnacle Financial Partners
Tennessee
$3.61M +$202K +4,918 +6%
PAIM
1140
Punch & Associates Investment Management
Minnesota
$3.61M -$36.1K -881 -1%
Fuller & Thaler Asset Management
1141
Fuller & Thaler Asset Management
California
$3.6M +$2.19M +53,500 +156%
PTCG
1142
Pring Turner Capital Group
California
$3.59M -$135K -3,300 -4%
ECM
1143
ETrade Capital Management
Virginia
$3.57M +$416K +10,139 +13%
RAM
1144
Ramsey Asset Management
Virginia
$3.56M – – –
PAMG
1145
Patton Albertson Miller Group
Tennessee
$3.55M -$244K -5,958 -6%
NCMW
1146
Northern Capital Management (Wisconsin)
Wisconsin
$3.55M +$73.2K +1,785 +2%
MCM
1147
Mazama Capital Management
Oregon
$3.55M +$1.13M +27,467 +47%
MBI
1148
Montrusco Bolton Investments
Quebec, Canada
$3.53M -$3M -73,145 -46%
AP
1149
Advisor Partners
California
$3.53M +$117K +2,864 +3%
FBA
1150
Front Barnett Associates
Illinois
$3.53M -$251K -6,116 -7%
44 45
46
47 48