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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
1276
Reynders McVeigh Capital Management
Massachusetts
$3.42M -$36.8K -793 -1%
SHGA
1277
Sand Hill Global Advisors
California
$3.39M -$163K -3,511 -5%
TC
1278
Taylor Cottrill
New Hampshire
$3.37M -$46.5K -1,000 -1%
SHA
1279
Smith Hayes Advisers
Nebraska
$3.37M +$35.7K +769 +1%
TFA
1280
Transamerica Financial Advisors
Florida
$3.36M +$559K +12,037 +20%
CBU
1281
CIBC Bank USA
Illinois
$3.36M -$367K -7,895 -10%
CAM
1282
Chesapeake Asset Management
New York
$3.35M -$38.7K -834 -1%
LH
1283
Lebenthal Holdings
New York
$3.34M +$3.34M +71,942 New
AAM
1284
Aston Asset Management
Illinois
$3.34M -$8.82M -189,898 -73%
GCMG
1285
Gyroscope Capital Management Group
Florida
$3.34M +$3.34M +71,826 New
FSC
1286
Fiduciary Services Corp
Georgia
$3.32M -$38.7K -833 -1%
FPFS
1287
First Personal Financial Services
North Carolina
$3.31M +$3.31M +71,271 New
BCA
1288
Benchmark Capital Advisors
New York
$3.28M – – –
AT
1289
Argent Trust
Texas
$3.26M +$3.26M +70,135 New
TCCM
1290
Timber Creek Capital Management
Massachusetts
$3.25M -$987K -21,249 -23%
AHB
1291
Abner Herrman & Brock
New Jersey
$3.25M -$2.48M -53,486 -43%
SA
1292
Strategic Advisors
New York
$3.25M -$90.9K -1,956 -3%
SBWM
1293
Sunflower Bank Wealth Management
Arizona
$3.25M +$213K +4,580 +7%
DCM
1294
Dialectic Capital Management
Connecticut
$3.24M -$1.14M -24,541 -26%
LJAC
1295
L.J. Altfest & Co
New York
$3.24M +$3.44K +74 +0.1%
LC
1296
Lakeshore Capital
Alabama
$3.24M -$679K -14,622 -17%
WRM
1297
Westport Resources Management
Connecticut
$3.23M +$1.41M +30,307 +77%
SWK
1298
Stephen W. Kidder
$3.22M – – –
KIG
1299
Kessler Investment Group
Indiana
$3.21M -$1.07K -23 -0%
FPTW
1300
Franklin, Parlapiano, Turner & Welch
Texas
$3.21M +$81.1K +1,746 +3%
50 51
52
53 54