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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 %
EGA
1376
Eagle Global Advisors
Texas
$1.96M +$100K +2,445 +5%
BCB
1377
Brian C. Broderick
$1.94M -$41K -1,000 -2%
SWM
1378
SVA Wealth Management
Wisconsin
$1.93M +$417K +10,172 +28%
IT
1379
Independence Trust
Tennessee
$1.93M +$83.8K +2,045 +5%
ACM
1380
Alta Capital Management
Utah
$1.92M +$167K +4,086 +10%
WEC
1381
Winslow Evans & Crocker
Massachusetts
$1.91M -$127K -3,102 -6%
PPSG
1382
Princeton Portfolio Strategies Group
New Jersey
$1.91M -$209K -5,095 -10%
MPWT
1383
MassMutual Private Wealth & Trust
Connecticut
$1.9M +$470K +11,467 +33%
KT
1384
Kanaly Trust
Texas
$1.9M +$13.5K +329 +0.7%
PGA
1385
Portland Global Advisors
Maine
$1.89M +$167K +4,064 +10%
FSA
1386
Franklin Street Advisors
North Carolina
$1.88M -$365K -8,906 -16%
NES
1387
New England Securities
New York
$1.87M -$45.9K -1,120 -2%
BBNB
1388
Baker Boyer National Bank
Washington
$1.86M -$212K -5,182 -10%
MCM
1389
Murphy Capital Management
New Jersey
$1.86M +$41.8K +1,020 +2%
PWAP
1390
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.86M +$902 +22 +0%
HSA
1391
HBK Sorce Advisory
Pennsylvania
$1.86M +$112K +2,734 +6%
SAM
1392
Selway Asset Management
$1.85M -$1.28M -31,200 -41%
SSI
1393
Scott & Selber Inc
Texas
$1.85M +$1.85M +45,095 New
PCM
1394
Princeton Capital Management
New Jersey
$1.85M -$87.9K -2,143 -5%
CA
1395
Corrado Advisors
New Jersey
$1.85M -$24.6K -600 -1%
AAM
1396
Aureus Asset Management
Massachusetts
$1.84M +$116K +2,826 +7%
QT
1397
Quantbot Technologies
New York
$1.83M +$1.83M +44,589 New
OPTFSNA
1398
Old Point Trust & Financial Services N A
Virginia
$1.82M – – –
NAMP
1399
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.82M – – –
MMCM
1400
Marque Millennium Capital Management
New York
$1.82M – – –
54 55
56
57 58