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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 %
RH
1551
Rayner & Haynor
California
$1.11M +$51.2K +1,250 +5%
NSAA
1552
Noroian Steven A & Associates
California
$1.11M – – –
EFSCE
1553
Enterprise Financial Services Corp (EFSC)
Missouri
$1.1M -$51.2K -1,250 -4%
ACM
1554
Avalon Capital Management
California
$1.1M +$374K +9,132 +52%
WA
1555
Winfield Associates
Ohio
$1.09M +$11.9K +290 +1%
AWA
1556
Arete Wealth Advisors
Illinois
$1.09M -$65.2K -1,591 -6%
BCM
1557
Bourgeon Capital Management
Connecticut
$1.09M -$276K -6,740 -20%
FAB
1558
First American Bank
Illinois
$1.09M -$14.3K -349 -1%
JFA
1559
JNBA Financial Advisors
Minnesota
$1.08M -$67.2K -1,640 -6%
RGNCM
1560
R.G. Niederhoffer Capital Management
New York
$1.06M +$1.06M +25,800 New
NIM
1561
Northeast Investment Management
Massachusetts
$1.06M -$152K -3,705 -13%
IPC
1562
Independent Portfolio Consultants
Florida
$1.05M -$220K -5,373 -17%
DMC
1563
Drexel Morgan & Co
Pennsylvania
$1.04M -$12.3K -300 -1%
BP
1564
Ballentine Partners
Massachusetts
$1.03M -$103K -2,514 -9%
CMANY
1565
Capital Management Associates (New York)
New York
$1.03M +$191K +4,650 +23%
SFM
1566
Signature Financial Management
Virginia
$1.03M +$87.1K +2,125 +9%
AWA
1567
AmeriServ Wealth Advisors
Pennsylvania
$1.02M -$2.06M -50,156 -67%
GP
1568
Girard Partners
Pennsylvania
$1.02M +$137K +3,346 +16%
WFG
1569
Wills Financial Group
Virginia
$1.01M -$54.9K -1,340 -5%
IH
1570
IFC Holdings
Florida
$997K +$167K +4,144 +20%
LPT
1571
Legacy Private Trust
Wisconsin
$983K +$228K +5,550 +30%
ALA
1572
Atherton Lane Advisers
California
$979K +$1.44K +35 +0.1%
BFPW
1573
BOK Financial Private Wealth
Colorado
$978K – – –
ECAM
1574
East Coast Asset Management
Massachusetts
$977K -$11.1K -270 -1%
FANJ
1575
Financial Architects (New Jersey)
New Jersey
$967K +$7.54K +184 +0.8%
61 62
63
64 65