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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1576
Icon Advisers
Colorado
$1.2M – – –
AFG
1577
Albion Financial Group
Utah
$1.2M +$620K +15,258 +108%
SJL
1578
Shayne & Jacobs LLC
Tennessee
$1.19M -$17.2K -422 -1%
GCA
1579
Gideon Capital Advisors
New York
$1.19M +$1.19M +29,260 New
SAMC
1580
Spectrum Asset Management (California)
California
$1.18M -$16.3K -400 -1%
PIMJS
1581
PKO Investment Management Joint-Stock
Poland
$1.18M -$376K -9,250 -24%
ATC
1582
Adirondack Trust Company
New York
$1.18M -$1.63K -40 -0.1%
SG
1583
Somerset Group
Minnesota
$1.18M +$8.13K +200 +0.7%
NONA
1584
Ninety One North America
New York
$1.18M -$504K -12,387 -30%
DMC
1585
Drexel Morgan & Co
Pennsylvania
$1.17M +$57.9K +1,424 +5%
BTNA
1586
Bremer Trust National Association
Minnesota
$1.16M +$20.5K +505 +2%
DCM
1587
Dinsmore Capital Management
New Jersey
$1.16M – – –
CCM
1588
Canal Capital Management
Virginia
$1.15M +$74.5K +1,833 +7%
MTIM
1589
Marathon Trading Investment Management
Pennsylvania
$1.15M -$6.1M -150,197 -84%
IT
1590
Investors Trust
Texas
$1.15M – – –
SFI
1591
SPC Financial Inc
Maryland
$1.15M +$106K +2,614 +10%
JFA
1592
JNBA Financial Advisors
Minnesota
$1.15M -$37.9K -933 -3%
1GA
1593
1st Global Advisors
Texas
$1.15M +$168K +4,129 +17%
PG
1594
Proffitt & Goodson
Tennessee
$1.14M -$610 -15 -0.1%
CPA
1595
Capital Planning Advisors
California
$1.14M +$102K +2,520 +10%
IAS
1596
INR Advisory Services
Pennsylvania
$1.14M – – –
CCM
1597
Carlson Capital Management
Minnesota
$1.14M +$29K +714 +3%
BIM
1598
Barton Investment Management
Pennsylvania
$1.14M – – –
ACI
1599
Advance Capital I
Michigan
$1.13M +$1.13M +27,800 New
RAM
1600
Roanoke Asset Management
New Jersey
$1.12M -$18.1K -445 -2%
62 63
64
65 66