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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 %
SOAMC
1526
Spirit of America Management Corp
New York
$1.7M – – –
PG
1527
Patten Group
Tennessee
$1.68M +$1.68M +36,215 New
SIM
1528
SSI Investment Management
California
$1.68M +$758K +16,304 +83%
BAM
1529
Burnham Asset Management
New York
$1.67M -$60.4K -1,300 -3%
AH
1530
Achievement Holdings
Illinois
$1.67M +$1.67M +35,900 New
SCG
1531
Sonata Capital Group
Washington
$1.66M +$1.66M +35,820 New
CCG
1532
Cypress Capital Group
Florida
$1.66M -$390K -8,393 -19%
CAM
1533
Congress Asset Management
Massachusetts
$1.66M -$9.89K -213 -0.6%
SC
1534
Savant Capital
Illinois
$1.66M +$123K +2,646 +8%
HAG
1535
HighPoint Advisor Group
Illinois
$1.66M +$1.66M +38,477 New
LAIC
1536
Lederer & Associates Investment Counsel
California
$1.65M +$1.65M +35,515 New
PCM
1537
Princeton Capital Management
New Jersey
$1.64M -$235K -5,068 -13%
TBNY
1538
Trustco Bank (New York)
New York
$1.64M -$23.2K -500 -1%
CL
1539
Choreo LLC
Illinois
$1.63M +$740K +15,922 +83%
PWM
1540
Perigon Wealth Management
California
$1.63M +$72.1K +1,553 +5%
MFIMFI
1541
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.62M +$451K +9,703 +39%
MC
1542
Miles Capital
Iowa
$1.62M -$46K -991 -3%
CC
1543
Cadinha & Co
Hawaii
$1.61M +$4.65K +100 +0.3%
Fuller & Thaler Asset Management
1544
Fuller & Thaler Asset Management
California
$1.61M -$1.52M -32,700 -48%
TFF
1545
Timothy F. Fidgeon
$1.61M -$18.6K -400 -1%
FM
1546
Family Management
New York
$1.61M +$1.25M +26,825 +342%
KS
1547
Karpas Strategies
Connecticut
$1.61M +$1.49K +32 +0.1%
State Farm Mutual Automobile Insurance
1548
State Farm Mutual Automobile Insurance
Illinois
$1.6M – – –
QAM
1549
Quantres Asset Management
Cayman Islands
$1.6M +$1.6M +34,500 New
DC
1550
Deschaine & Company
Illinois
$1.6M +$1.6M +34,514 New
60 61
62
63 64