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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1526
Confluence Wealth Management
Oregon
$1.29M +$681K +16,324 +112%
JIC
1527
Joel Isaacson & Co
New York
$1.28M -$11.5K -276 -0.9%
FA
1528
FMA Advisory
Pennsylvania
$1.28M -$36.2K -867 -3%
EWM
1529
Endurance Wealth Management
Rhode Island
$1.28M +$6.26K +150 +0.5%
W
1530
Wealthfront
California
$1.27M +$473K +11,327 +60%
WA
1531
Winfield Associates
Ohio
$1.26M +$148K +3,560 +13%
NIM
1532
Northeast Investment Management
Massachusetts
$1.26M +$183K +4,400 +17%
MM
1533
Midas Management
New York
$1.25M -$542K -12,994 -30%
LIM
1534
Leavell Investment Management
Alabama
$1.25M -$10.4K -250 -0.8%
UFG
1535
United Fire Group
Iowa
$1.25M – – –
SNBOSD
1536
Security National Bank of So Dak
Iowa
$1.24M -$25.2K -605 -2%
SJL
1537
Shayne & Jacobs LLC
Tennessee
$1.24M – – –
SG
1538
Somerset Group
Minnesota
$1.24M – – –
IAA
1539
Ironsides Asset Advisors
North Carolina
$1.24M +$1.24M +29,753 New
WCM
1540
Wunderlich Capital Managemnt
Tennessee
$1.24M -$42.5K -1,016 -3%
CCM
1541
Coe Capital Management
Illinois
$1.24M -$163K -3,900 -12%
1GA
1542
1st Global Advisors
Texas
$1.23M -$13.7K -328 -1%
IA
1543
Icon Advisers
Colorado
$1.23M – – –
MCC
1544
Mid Continent Capital
Illinois
$1.23M +$54.2K +1,300 +5%
DMC
1545
Drexel Morgan & Co
Pennsylvania
$1.21M +$153K +3,658 +14%
JFA
1546
JNBA Financial Advisors
Minnesota
$1.21M +$106K +2,538 +10%
MWP
1547
MYCIO Wealth Partners
Pennsylvania
$1.2M +$15.6K +374 +1%
BIM
1548
Barton Investment Management
Pennsylvania
$1.2M – – –
ATC
1549
Adirondack Trust Company
New York
$1.19M -$54.7K -1,311 -4%
DCM
1550
Dinsmore Capital Management
New Jersey
$1.19M – – –
60 61
62
63 64