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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 %
WIL
1576
Winifred I. Li
$1.5M -$12.6K -272 -0.8%
REMPR
1577
Roof Eidam Maycock Peralta (REMP)
California
$1.49M +$1.49M +32,040 New
NIM
1578
Northeast Investment Management
Massachusetts
$1.48M +$17.2K +371 +1%
JIC
1579
Joel Isaacson & Co
New York
$1.48M +$42.7K +919 +3%
VIA
1580
Vident Investment Advisory
Georgia
$1.47M +$1.47M +31,705 New
NFG
1581
Next Financial Group
Texas
$1.45M -$1.08M -23,249 -43%
FAM
1582
Formidable Asset Management
Ohio
$1.44M -$11.1K -240 -0.8%
SNBOSCI
1583
Security National Bank of Sioux City Iowa
Iowa
$1.43M -$4.92K -106 -0.3%
CFMC
1584
Curbstone Financial Management Corp
New Hampshire
$1.43M +$13.2K +285 +0.9%
LIM
1585
Leavell Investment Management
Alabama
$1.43M -$42.4K -913 -3%
HA
1586
Hamel Associates
New Jersey
$1.43M -$60.6K -1,305 -4%
MCC
1587
Mid Continent Capital
Illinois
$1.43M +$325 +7 +0%
FPCP
1588
Fort Point Capital Partners
California
$1.42M +$1.42M +30,627 New
IIA
1589
IPG Investment Advisors
California
$1.42M +$151K +3,250 +12%
OCG
1590
Opus Capital Group
Ohio
$1.42M -$134K -2,875 -9%
EWM
1591
Edge Wealth Management
New York
$1.42M -$11.7K -250 -0.8%
ED
1592
Exane Derivatives
France
$1.4M +$1.4M +30,157 New
UFG
1593
United Fire Group
Iowa
$1.39M – – –
SAMC
1594
Shinko Asset Management Company
Japan
$1.39M -$96.2K -2,070 -6%
PMFA
1595
Plante Moran Financial Advisors
Michigan
$1.38M +$158K +3,392 +13%
IP
1596
Investment Partners
Ohio
$1.38M +$1.38M +29,776 New
SJL
1597
Shayne & Jacobs LLC
Tennessee
$1.38M – – –
LCM
1598
Liberty Capital Management
Michigan
$1.37M -$6.27K -135 -0.5%
SAMC
1599
Spectrum Asset Management (California)
California
$1.37M +$1.37M +29,510 New
IA
1600
Icon Advisers
Colorado
$1.37M – – –
62 63
64
65 66