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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 %
PTC
1176
Private Trust Company
Ohio
$3.37M +$239K +5,831 +8%
BMM
1177
Buffington Mohr McNeal
Idaho
$3.35M +$21.3K +520 +0.6%
TIA
1178
Trust Investment Advisors
Indiana
$3.34M +$377K +9,208 +13%
CB
1179
Chemical Bank
Michigan
$3.34M +$10.5K +255 +0.3%
MFS
1180
MSI Financial Services
Massachusetts
$3.33M -$52.7K -1,285 -2%
PCMI
1181
Princeton Capital Management Inc
New Jersey
$3.32M +$322K +7,847 +11%
TCOTO
1182
Trust Company of the Ozarks
Missouri
$3.31M +$70.8K +1,726 +2%
NPC
1183
National Planning Corporation
California
$3.31M -$72.8K -1,760 -2%
MNBTD
1184
Moody National Bank Trust Division
Texas
$3.31M -$52.3K -1,275 -2%
CD
1185
Carl Domino
Florida
$3.3M +$43.4K +1,060 +1%
DVM
1186
Dreman Value Management
Florida
$3.3M +$1.21M +29,495 +58%
AssetMark Inc
1187
AssetMark Inc
California
$3.3M -$176K -4,289 -5%
BGDI
1188
BW Gestao de Investimentos
Brazil
$3.28M – – –
FMWA
1189
Forvis Mazars Wealth Advisors
Missouri
$3.28M +$150K +3,662 +5%
MSP
1190
Madison Street Partners
Colorado
$3.28M +$1.02M +25,000 +45%
CCC
1191
Cincinnati Casualty Company
Ohio
$3.28M – – –
HIC
1192
Hartline Investment Corp
Illinois
$3.28M – – –
VC
1193
Vicus Capital
Pennsylvania
$3.27M +$72.9K +1,778 +2%
PFM
1194
PacWest Financial Management
Arizona
$3.26M -$1.02M -24,784 -24%
PHS
1195
Pekin Hardy Strauss
Illinois
$3.26M -$14.9M -363,905 -82%
SCM
1196
Stuyvesant Capital Management
New York
$3.25M -$749K -18,275 -19%
WA
1197
WFG Advisors
Texas
$3.25M -$412K -10,045 -11%
EM
1198
Excalibur Management
Massachusetts
$3.25M -$176K -4,282 -5%
F
1199
Filament
Washington
$3.23M -$84.5K -2,061 -3%
BIC
1200
Bridges Investment Counsel
Nebraska
$3.21M -$99.1K -2,416 -3%
46 47
48
49 50