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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHIMC
1151
Private Harbour Investment Management & Counsel
Ohio
$3.66M -$16.3K -400 -0.4%
SI
1152
Sprott Inc
Ontario, Canada
$3.66M +$3.66M +90,000 New
CCMINC
1153
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.64M -$33.1K -814 -0.9%
WPIC
1154
White Pine Investment Company
Michigan
$3.64M -$1.35M -33,204 -27%
SAM
1155
Smithbridge Asset Management
Pennsylvania
$3.63M – – –
AGM
1156
Alpine Global Management
New York
$3.61M -$3.34M -82,051 -48%
BRM
1157
Boston Research & Management
Massachusetts
$3.61M +$306K +7,540 +9%
EFS
1158
Essex Financial Services
Connecticut
$3.61M +$145K +3,561 +4%
SAMT
1159
Select Asset Management & Trust
Pennsylvania
$3.6M +$244 +6 +0%
FTI
1160
Fiduciary Trust International
Massachusetts
$3.6M -$180K -4,430 -5%
HBT
1161
Hills Bank & Trust
Iowa
$3.6M +$96.5K +2,374 +3%
NCMW
1162
Northern Capital Management (Wisconsin)
Wisconsin
$3.6M +$185K +4,550 +5%
PAIM
1163
Punch & Associates Investment Management
Minnesota
$3.59M +$35.2K +866 +1%
SCM
1164
Stanley Capital Management
Texas
$3.58M – – –
IMOV
1165
Investment Management of Virginia
Virginia
$3.57M +$3.66K +90 +0.1%
NPC
1166
National Planning Corporation
California
$3.57M -$764K -16,059 -18%
CPH
1167
C Partners Holding
Switzerland
$3.56M – – –
PFM
1168
PacWest Financial Management
Arizona
$3.56M +$99.2K +2,440 +3%
ISB
1169
Iowa State Bank
Iowa
$3.56M +$85.4K +2,100 +2%
KFA
1170
Kelleher Financial Advisors
New York
$3.54M -$73.3K -1,803 -2%
MCA
1171
Mercer Capital Advisers
New Jersey
$3.54M -$10.9K -267 -0.3%
TSW
1172
Thompson Siegel & Walmsley
Virginia
$3.53M -$61.4K -1,509 -2%
CIM
1173
CIM Investment Management
Pennsylvania
$3.53M +$824K +20,264 +30%
I
1174
IberiaBank
Louisiana
$3.52M +$840K +20,662 +31%
IAM
1175
ICM Asset Management
Washington
$3.52M +$340K +8,350 +11%
45 46
47
48 49