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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 %
CCT
1201
Capital City Trust
Florida
$3.32M +$60.6K +1,490 +2%
TCOTO
1202
Trust Company of the Ozarks
Missouri
$3.32M -$8.54K -210 -0.3%
MC
1203
MRJ Capital
New York
$3.31M -$12.2K -300 -0.4%
RHDIC
1204
R.H. Dinel Investment Counsel
California
$3.31M -$237K -5,825 -7%
CCM
1205
CrestPoint Capital Management
Missouri
$3.3M +$569K +14,000 +21%
MNBTD
1206
Moody National Bank Trust Division
Texas
$3.28M +$30.5K +750 +0.9%
HCM
1207
Hollencrest Capital Management
California
$3.28M -$499K -12,265 -13%
EGM
1208
Engineers Gate Manager
New York
$3.27M +$2.18M +53,727 +202%
TFA
1209
Transamerica Financial Advisors
Florida
$3.27M +$324K +7,964 +11%
ANRIA
1210
American National Registered Investment Advisor
Texas
$3.25M -$126K -3,100 -4%
CCC
1211
Cincinnati Casualty Company
Ohio
$3.25M – – –
EWM
1212
Edge Wealth Management
New York
$3.24M +$2M +48,766 +161%
BO
1213
BRR OpCo
Ohio
$3.23M -$15.2K -373 -0.5%
HIC
1214
Hartline Investment Corp
Illinois
$3.21M -$15.2K -375 -0.5%
PCTC
1215
Perkins Coie Trust Company
Washington
$3.21M +$636K +15,646 +25%
FMWA
1216
Forvis Mazars Wealth Advisors
Missouri
$3.19M +$103K +2,530 +3%
CCM
1217
Cohen Capital Management
California
$3.17M – – –
BRWA
1218
B. Riley Wealth Advisors
Florida
$3.16M -$2.59M -63,609 -45%
HDIM
1219
Hanson & Doremus Investment Management
Vermont
$3.15M -$15.7K -387 -0.5%
AAA
1220
Adams Asset Advisors
Texas
$3.14M – – –
BEAM
1221
Baker Ellis Asset Management
Washington
$3.13M -$45.7K -1,125 -1%
LS
1222
Lupo Securities
Illinois
$3.12M +$2.12M +52,238 +213%
BMM
1223
Buffington Mohr McNeal
Idaho
$3.12M -$30.5K -750 -1%
GIM
1224
Grassi Investment Management
California
$3.11M +$27.6K +678 +0.9%
BIC
1225
Bridges Investment Counsel
Nebraska
$3.1M +$44.7K +1,100 +1%
47 48
49
50 51