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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 %
PHS
1376
Pekin Hardy Strauss
Illinois
$2.58M -$200K -4,305 -7%
BIM
1377
Beach Investment Management
Pennsylvania
$2.57M +$2.57M +55,350 New
DI
1378
Diligent Investors
California
$2.57M +$2.57M +60,463 New
PFSC
1379
Peoples Financial Services Corp
Pennsylvania
$2.56M -$58.1K -1,250 -2%
UBV
1380
United Bank (Virginia)
Virginia
$2.56M +$1.26M +27,056 +97%
RP
1381
Raiff Partners
New York
$2.56M +$1.63M +35,000 +175%
SCM
1382
SOL Capital Management
Maryland
$2.55M -$41.8K -900 -2%
WCM
1383
Wisconsin Capital Management
Wisconsin
$2.54M -$4.64K -100 -0.2%
DBIA
1384
Dumont & Blake Investment Advisors
New Jersey
$2.51M -$11.5K -248 -0.5%
FFC
1385
First Financial Corp
Indiana
$2.51M -$29K -624 -1%
MRCM
1386
M&R Capital Management
New Jersey
$2.51M -$91.6K -1,971 -4%
RBC
1387
Ronald Blue & Co
Georgia
$2.5M -$20.2K -435 -0.8%
AP
1388
AHL Partners
United Kingdom
$2.5M +$1.9M +40,832 +316%
W
1389
Wealthfront
California
$2.49M +$532K +11,458 +27%
FFA
1390
Fragasso Financial Advisors
Pennsylvania
$2.49M -$60K -1,292 -2%
WIS
1391
Wright Investors Service
Connecticut
$2.47M -$530K -11,414 -18%
CCM
1392
Compton Capital Management
Rhode Island
$2.47M -$96.6K -2,080 -4%
GWCM
1393
Godshalk Welsh Capital Management
Pennsylvania
$2.47M +$2.47M +53,155 New
CHC
1394
City Holding Co
West Virginia
$2.47M +$43.1K +927 +2%
LC
1395
Lincoln Capital
Nebraska
$2.46M +$2.46M +53,051 New
DJSG
1396
D.J. St. Germain
Massachusetts
$2.42M +$3.67K +79 +0.2%
BAM
1397
Brave Asset Management
New Jersey
$2.42M +$9.29K +200 +0.4%
PPSG
1398
Princeton Portfolio Strategies Group
New Jersey
$2.39M -$29.7K -640 -1%
SWM
1399
SVA Wealth Management
Wisconsin
$2.38M +$173K +3,721 +8%
GIM
1400
Groesbeck Investment Management
New Jersey
$2.38M -$272K -5,851 -10%
54 55
56
57 58