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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
1251
AJO LP
Pennsylvania
$2.94M -$15.9M -381,840 -84%
SKK
1252
Shepherd Kaplan Krochuk
Massachusetts
$2.93M -$275K -6,600 -9%
OIMU
1253
Orbis Investment Management (US)
California
$2.93M +$553K +13,254 +23%
LJAC
1254
L.J. Altfest & Co
New York
$2.93M -$5.17K -123 -0.2%
BPGAM
1255
BTG Pactual Global Asset Management
Bermuda
$2.92M +$2.92M +70,000 New
KIG
1256
Kessler Investment Group
Indiana
$2.91M +$114K +2,724 +4%
CFS
1257
Community Financial System
New York
$2.9M +$3.71K +89 +0.1%
RGC
1258
Roberts, Glore & Co
Illinois
$2.89M -$77.1K -1,849 -3%
CIM
1259
CIM Investment Management
Pennsylvania
$2.89M -$73.4K -1,759 -2%
TC
1260
Telemus Capital
Michigan
$2.89M -$75.6K -1,812 -3%
BWP
1261
Baldwin Wealth Partners
Massachusetts
$2.89M +$28.7K +688 +1%
EFS
1262
Essex Financial Services
Connecticut
$2.87M +$229K +5,498 +9%
BCMO
1263
Buckingham Capital Management (Ohio)
Ohio
$2.87M +$264K +6,328 +10%
CCM
1264
CrestPoint Capital Management
Missouri
$2.86M +$513K +12,300 +22%
QI
1265
Qualcomm Inc
California
$2.84M – – –
GIM
1266
Groesbeck Investment Management
New Jersey
$2.84M -$132K -3,175 -4%
WAS
1267
Winch Advisory Services
Wisconsin
$2.83M +$1.64M +39,230 +137%
AIM
1268
AMI Investment Management
Indiana
$2.83M -$10.4K -249 -0.4%
DMK
1269
David M. Knott
$2.83M – – –
SCM
1270
Stuyvesant Capital Management
New York
$2.82M -$488K -11,700 -15%
CC
1271
Courier Capital
New York
$2.82M -$14.1K -337 -0.5%
LI
1272
Longer Investments
Arkansas
$2.81M +$231K +5,540 +9%
PJSIMP
1273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.81M +$15.9K +381 +0.6%
NME
1274
Notis-McConarty Edward
$2.8M -$66.7K -1,600 -2%
OCG
1275
Opus Capital Group
Ohio
$2.77M – – –
49 50
51
52 53