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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 %
CHAM
1301
Clear Harbor Asset Management
Connecticut
$3.21M +$146K +3,147 +5%
FM
1302
Forward Management
California
$3.2M +$725K +15,984 +29%
SIG
1303
Sky Investment Group
Connecticut
$3.2M -$79K -1,700 -2%
CC
1304
Courier Capital
New York
$3.18M +$325 +7 +0%
TC
1305
Telemus Capital
Michigan
$3.18M +$34.1K +734 +1%
BCMO
1306
Buckingham Capital Management (Ohio)
Ohio
$3.17M -$50.4K -1,086 -2%
AMM
1307
American Money Management
California
$3.17M -$154K -3,312 -5%
SAM
1308
Sawgrass Asset Management
Florida
$3.16M +$117K +2,525 +4%
DMK
1309
David M. Knott
$3.15M – – –
SCM
1310
Stuyvesant Capital Management
New York
$3.15M -$21.8K -470 -0.7%
OMCS
1311
Old Mutual Customised Solutions
South Africa
$3.14M -$246K -5,300 -7%
CA
1312
Cetera Advisors
Colorado
$3.13M +$41.5K +894 +1%
CICI
1313
Capital Investment Counsel Inc
North Carolina
$3.12M -$109K -2,350 -3%
CCM
1314
CrestPoint Capital Management
Missouri
$3.12M -$4.64K -100 -0.1%
AUB
1315
Atlantic Union Bankshares
Virginia
$3.1M -$125K -2,689 -4%
CIM
1316
CIM Investment Management
Pennsylvania
$3.09M – – –
DT
1317
Diversified Trust
Tennessee
$3.08M +$3.08M +66,395 New
RGC
1318
Roberts, Glore & Co
Illinois
$3.08M -$37.2K -800 -1%
I
1319
IberiaBank
Louisiana
$3.07M -$159K -3,428 -5%
CC
1320
Columbia Capital
California
$3.06M +$24.6K +529 +0.8%
CO
1321
Caldwell & Orkin
Georgia
$3.05M -$420K -9,040 -12%
FHA
1322
First Horizon Advisors
Tennessee
$3.02M +$88.1K +1,891 +3%
TCM
1323
Texan Capital Management
Texas
$3.01M -$7.29K -157 -0.2%
GC
1324
Garde Capital
Washington
$3M +$1.04M +22,350 +53%
TAM
1325
Taurus Asset Management
New York
$2.98M – – –
51 52
53
54 55