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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 %
AIM
1551
Acropolis Investment Management
Missouri
$1.6M +$17.3K +373 +1%
FIM
1552
Fruth Investment Management
Texas
$1.6M +$18.4K +397 +1%
NIP
1553
Nicholas Investment Partners
California
$1.6M +$1.6M +34,335 New
DVM
1554
Dreman Value Management
Florida
$1.59M -$29.1K -627 -2%
LWM
1555
LBA Wealth Management
Florida
$1.59M -$251K -5,413 -14%
CAL
1556
Capital Analysts LLC
Pennsylvania
$1.59M -$193K -4,163 -11%
SAS
1557
Spectrum Advisory Services
Georgia
$1.58M – – –
CK
1558
Cohen Klingenstein
New York
$1.58M – – –
NSIM
1559
North Star Investment Management
Illinois
$1.58M -$56.9K -1,225 -3%
AIM
1560
Aspen Investment Management
Michigan
$1.57M -$68.1K -1,465 -4%
RC
1561
Roundview Capital
New Jersey
$1.57M -$34.1K -735 -2%
EHWM
1562
Eads & Heald Wealth Management
Georgia
$1.57M -$11.8K -255 -0.7%
FHC
1563
First Heartland Consultants
Missouri
$1.56M -$29.3K -630 -2%
MGIA
1564
Moneta Group Investment Advisors
Missouri
$1.55M -$99.8K -2,150 -6%
PP
1565
Paloma Partners
Connecticut
$1.54M +$539K +11,600 +54%
CYG
1566
Clean Yield Group
Vermont
$1.54M -$12.8K -275 -0.8%
PFBT
1567
Parkside Financial Bank & Trust
Missouri
$1.53M -$50.4K -1,084 -3%
FBT
1568
Founders Bank & Trust
Michigan
$1.52M -$71.8K -1,545 -5%
ECM
1569
EagleClaw Capital Management
Massachusetts
$1.52M -$9.29K -200 -0.6%
CNC
1570
Citizens & Northern Corp
Pennsylvania
$1.51M -$978K -21,054 -39%
WA
1571
Winfield Associates
Ohio
$1.51M +$21.4K +460 +1%
ICOA
1572
Investment Centers of America
North Dakota
$1.5M -$265K -5,720 -15%
LPT
1573
Legacy Private Trust
Wisconsin
$1.5M -$158K -3,400 -10%
RSS
1574
Rosenblum Silverman Sutton
California
$1.5M +$372 +8 +0%
EWM
1575
Endurance Wealth Management
Rhode Island
$1.5M +$5.25K +113 +0.4%
61 62
63
64 65