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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 %
BGDI
1476
BW Gestao de Investimentos
Brazil
$1.95M -$1.69M -36,385 -46%
LCM
1477
Leisure Capital Management
California
$1.94M +$1.94M +41,649 New
MIM
1478
Miller Investment Management
Pennsylvania
$1.92M -$222K -4,785 -10%
NONA
1479
Ninety One North America
New York
$1.92M +$1.92M +41,290 New
AAM
1480
Aureus Asset Management
Massachusetts
$1.9M +$61.6K +1,327 +3%
DAM
1481
Deltec Asset Management
New York
$1.9M +$929K +20,000 +96%
AI
1482
ArchPoint Investors
Florida
$1.9M – – –
BG
1483
Bollard Group
Massachusetts
$1.9M +$9.71K +209 +0.5%
SFSIG
1484
San Francisco Sentry Investment Group
California
$1.9M +$5.16K +111 +0.3%
LNC
1485
Lincoln National Corp
Pennsylvania
$1.89M +$74.3K +1,600 +4%
KC
1486
Kingfisher Capital
North Carolina
$1.89M +$1.48M +31,901 +366%
FAAM
1487
First Allied Asset Management
California
$1.86M -$308K -6,637 -14%
WIM
1488
Weitz Investment Management
Nebraska
$1.86M -$65.2M -1,403,400 -97%
NMIFOAC
1489
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.86M – – –
BSW
1490
Buckingham Strategic Wealth
Missouri
$1.86M +$277K +5,954 +18%
NA
1491
NewEdge Advisors
Louisiana
$1.85M +$1.85M +39,920 New
BBNB
1492
Baker Boyer National Bank
Washington
$1.85M -$138K -2,974 -7%
BO
1493
Bank OZK
Arkansas
$1.85M -$8.41K -181 -0.5%
WWM
1494
Willingdon Wealth Management
North Carolina
$1.85M +$18.8K +404 +1%
KCM
1495
Karp Capital Management
California
$1.84M +$1.84M +39,563 New
OPTFSNA
1496
Old Point Trust & Financial Services N A
Virginia
$1.81M -$102K -2,200 -5%
AHS
1497
Aspiriant Holdings S3
California
$1.81M +$84.4K +1,818 +5%
IAS
1498
IMA Advisory Services
Colorado
$1.8M -$33.9K -730 -2%
SIA
1499
Stancorp Investment Advisers
Oregon
$1.8M +$1.8M +38,710 New
PIA
1500
Peachtree Investment Advisors
Georgia
$1.8M +$75.2K +1,634 +4%
58 59
60
61 62