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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 %
ATC
1501
Argent Trust Co
Tennessee
$1.8M +$1.8M +38,644 New
SSWM
1502
Sheets Smith Wealth Management
North Carolina
$1.79M -$50.1K -1,079 -3%
TWA
1503
TCI Wealth Advisors
Arizona
$1.79M +$24.6K +529 +1%
PIMJS
1504
PKO Investment Management Joint-Stock
Poland
$1.78M -$813K -17,500 -31%
MCM
1505
MAI Capital Management
Ohio
$1.78M +$169K +3,630 +10%
PAMG
1506
Patton Albertson Miller Group
Tennessee
$1.78M -$181K -3,899 -9%
LSCM
1507
LaSalle Street Capital Management
Illinois
$1.77M +$1.77M +38,200 New
NVIM
1508
New Vernon Investment Management
Illinois
$1.77M +$1.77M +38,151 New
FCCM
1509
First City Capital Management
Georgia
$1.77M -$27.8K -599 -2%
CCM
1510
CWH Capital Management
Washington
$1.76M -$34.6K -745 -2%
IB
1511
Intrust Bank
Kansas
$1.76M +$119K +2,558 +7%
DM
1512
Diker Management
New York
$1.74M -$11.6K -250 -0.7%
TCM
1513
Telos Capital Management
California
$1.74M -$111K -2,391 -6%
RB
1514
Rodgers Brothers
Pennsylvania
$1.73M -$55.2K -1,189 -3%
GP
1515
Girard Partners
Pennsylvania
$1.73M +$233K +5,015 +16%
PWMAG
1516
Pinnacle Wealth Management Advisory Group
New Jersey
$1.73M +$1.73M +37,285 New
BCFS
1517
Butensky & Cohen Financial Security
Florida
$1.73M +$1.73M +37,262 New
MBT
1518
Monroe Bank & Trust
Michigan
$1.73M -$11.5K -247 -0.7%
PSI
1519
Pinnacle Summer Investments
Virginia
$1.73M -$70K -1,623 -4%
WA
1520
WBH Advisory
Maryland
$1.73M -$20.3K -438 -1%
SC
1521
Saiers Capital
New York
$1.72M +$1.72M +37,000 New
HPIA
1522
Hamilton Point Investment Advisors
North Carolina
$1.71M +$85.5K +1,840 +5%
HB
1523
Homrich & Berg
Georgia
$1.7M -$941K -20,264 -36%
PFS
1524
Prospera Financial Services
Texas
$1.7M +$51K +1,098 +3%
EWM
1525
Empirical Wealth Management
Washington
$1.7M -$68.1K -1,466 -4%
59 60
61
62 63