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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 %
AIM
1401
AMI Investment Management
Indiana
$2.38M -$776K -16,700 -25%
OC
1402
Oarsman Capital
Wisconsin
$2.37M +$13K +280 +0.6%
PGA
1403
Portland Global Advisors
Maine
$2.36M +$81.7K +1,758 +4%
WPC
1404
Waters Parkerson & Co
Louisiana
$2.36M +$35.3K +760 +2%
BOCM
1405
Bontempo Ohly Capital Management
Maryland
$2.35M +$2.35M +50,582 New
SSCM
1406
Summit Street Capital Management
New York
$2.35M +$2.35M +50,540 New
MCM
1407
Manchester Capital Management
Vermont
$2.34M – – –
HIM
1408
Hutchens Investment Management
New Hampshire
$2.33M +$2.33M +50,245 New
MFS
1409
McNamara Financial Services
Massachusetts
$2.33M +$2.33M +50,245 New
GCM
1410
Graham Capital Management
Connecticut
$2.32M +$2.32M +50,000 New
SLG
1411
Stanley-Laman Group
Pennsylvania
$2.32M +$319K +6,865 +16%
NGA
1412
Naples Global Advisors
Florida
$2.32M +$266K +5,730 +13%
BWM
1413
Braver Wealth Management
Massachusetts
$2.31M +$557K +11,982 +32%
BW
1414
Bison Wealth
Georgia
$2.3M +$2.3M +49,499 New
GIA
1415
GHP Investment Advisors
Colorado
$2.3M +$54.3K +1,168 +2%
SMC
1416
S. Muoio & Co
New York
$2.28M +$2.28M +49,016 New
NIC
1417
Northwest Investment Counselors
Oregon
$2.27M +$2.18K +47 +0.1%
HIC
1418
Holderness Investments Company
North Carolina
$2.27M +$2.27M +48,831 New
BA
1419
Bennicas & Associates
California
$2.27M -$70.3K -1,513 -3%
ST
1420
Semper Trust
Pennsylvania
$2.27M +$961K +20,693 +74%
RJA
1421
Robshaw & Julian Associates
New York
$2.26M -$9.29K -200 -0.4%
WBG
1422
Wharton Business Group
Pennsylvania
$2.26M – – –
ICAS
1423
Investors Capital Advisory Services
Massachusetts
$2.26M +$4.78K +103 +0.2%
ARMT
1424
Amica Retiree Medical Trust
Rhode Island
$2.25M – – –
SKK
1425
Shepherd Kaplan Krochuk
Massachusetts
$2.25M -$316K -6,800 -12%
55 56
57
58 59