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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 %
DD
1501
Dominick & Dominick
New York
$1.36M +$588K +14,354 +76%
ACM
1502
Advent Capital Management
New York
$1.35M +$1.35M +33,008 New
HA
1503
Hamel Associates
New Jersey
$1.34M -$1.99M -48,606 -60%
TT
1504
Tower Trust
Indiana
$1.33M – – –
PG
1505
Proffitt & Goodson
Tennessee
$1.33M -$54.1K -1,320 -4%
FIM
1506
Fruth Investment Management
Texas
$1.32M -$3.99K -100 -0.3%
SAMC
1507
Shinko Asset Management Company
Japan
$1.32M -$103K -2,508 -7%
FA
1508
FMA Advisory
Pennsylvania
$1.29M -$80.4K -1,961 -6%
BRWM
1509
B. Riley Wealth Management
Tennessee
$1.29M +$1.29M +31,524 New
EWM
1510
Empirical Wealth Management
Washington
$1.29M +$226K +5,513 +21%
WRM
1511
Westport Resources Management
Connecticut
$1.29M – – –
LCM
1512
Liberty Capital Management
Michigan
$1.28M -$28.7K -700 -2%
HB
1513
Homrich & Berg
Georgia
$1.27M -$275K -6,711 -18%
RSS
1514
Rosenblum Silverman Sutton
California
$1.27M +$16.4K +400 +1%
JIC
1515
Joel Isaacson & Co
New York
$1.27M -$11.6K -283 -0.9%
IMS
1516
Index Management Solutions
Pennsylvania
$1.26M +$1.14M +27,854 +942%
WCM
1517
Wunderlich Capital Managemnt
Tennessee
$1.26M +$20.1K +489 +2%
EWM
1518
Endurance Wealth Management
Rhode Island
$1.25M +$14.1K +345 +1%
SNBOSD
1519
Security National Bank of So Dak
Iowa
$1.25M -$79.8K -1,948 -6%
LIM
1520
Leavell Investment Management
Alabama
$1.24M +$59.4K +1,450 +5%
PFBT
1521
Parkside Financial Bank & Trust
Missouri
$1.23M +$67.8K +1,655 +6%
UFG
1522
United Fire Group
Iowa
$1.23M – – –
SH
1523
Scepter Holdings
Texas
$1.23M +$1.23M +30,000 New
ATC
1524
Adirondack Trust Company
New York
$1.23M -$76.9K -1,876 -6%
1GA
1525
1st Global Advisors
Texas
$1.22M -$36.7K -896 -3%
59 60
61
62 63