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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 %
SBWM
1326
Sunflower Bank Wealth Management
Arizona
$2.36M +$420K +10,254 +22%
CPS
1327
Counsel Portfolio Services
Ontario, Canada
$2.35M +$849K +20,700 +57%
SFA
1328
Sequoia Financial Advisors
Ohio
$2.34M -$699K -17,059 -23%
OIMU
1329
Orbis Investment Management (US)
California
$2.34M +$2.34M +57,064 New
ABP
1330
Arthur B. Page
$2.33M -$148K -3,600 -6%
GAM
1331
Guinness Asset Management
United Kingdom
$2.33M -$6.56K -160 -0.3%
BCM
1332
Boyle Capital Management
Iowa
$2.33M -$149K -3,628 -6%
MIM
1333
Midwest Investment Management
Ohio
$2.33M -$1.46M -35,521 -38%
BA
1334
Bridgewater Advisors
New York
$2.32M -$9.63K -235 -0.4%
CCM
1335
CrestPoint Capital Management
Missouri
$2.31M +$401K +9,780 +21%
BAC
1336
Boys Arnold & Co
North Carolina
$2.3M -$29.1K -710 -1%
11A
1337
10-15 Associates
New York
$2.3M -$15.1K -369 -0.7%
ST
1338
Somerset Trust
Pennsylvania
$2.29M -$26.1K -636 -1%
CCM
1339
Compton Capital Management
Rhode Island
$2.26M +$4.1K +100 +0.2%
WCM
1340
Wisconsin Capital Management
Wisconsin
$2.25M -$4.1K -100 -0.2%
GI
1341
Gradient Investments
Minnesota
$2.25M +$2.14M +52,246 +1,984%
BFC
1342
Blue Fin Capital
Rhode Island
$2.23M +$105K +2,555 +5%
BAM
1343
Brave Asset Management
New Jersey
$2.22M +$27.1K +660 +1%
MAM
1344
Meeder Asset Management
Ohio
$2.22M +$2.22M +54,145 New
AIM
1345
Aspen Investment Management
Michigan
$2.21M +$21.6K +527 +1%
FM
1346
Forward Management
California
$2.2M +$394K +9,701 +22%
Envestnet Asset Management
1347
Envestnet Asset Management
Illinois
$2.2M +$306K +7,476 +16%
ST
1348
Semper Trust
Pennsylvania
$2.18M -$377K -9,190 -15%
FFA
1349
Fragasso Financial Advisors
Pennsylvania
$2.16M -$22.1K -540 -1%
CP
1350
Cinque Partners
California
$2.16M -$232K -5,660 -10%
52 53
54
55 56