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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 %
AB
1601
Atlas Brown
Kentucky
$886K +$21K +513 +2%
ANBTV
1602
American National Bank & Trust (Virginia)
Virginia
$880K -$52.8K -1,288 -6%
PAA
1603
Peregrine Asset Advisers
Oregon
$880K – – –
WI
1604
Wedgewood Investors
Pennsylvania
$878K -$10.3K -250 -1%
BHB
1605
Bank Hapoalim BM
Israel
$875K -$336K -8,200 -28%
HIC
1606
Harvey Investment Company
Kentucky
$874K +$82K +2,000 +10%
DR
1607
Davis Rea
Ontario, Canada
$873K – – –
MSFP
1608
Mark Sheptoff Financial Planning
Connecticut
$867K +$867K +21,159 New
NERM
1609
New England Research & Management
Illinois
$860K +$77.9K +1,900 +10%
PTC
1610
Philadelphia Trust Company
Pennsylvania
$859K -$1.08M -26,321 -56%
DAM
1611
Deltec Asset Management
New York
$858K – – –
AMIM
1612
Aull & Monroe Investment Management
Alabama
$856K +$10.2K +250 +1%
MG
1613
MDE Group
New Jersey
$853K +$32.7K +797 +4%
HIM
1614
Herald Investment Management
United Kingdom
$846K – – –
RIA
1615
Regal Investment Advisors
Michigan
$846K +$329K +8,029 +64%
LC
1616
Lourd Capital
California
$843K -$57.4K -1,400 -6%
MC
1617
Mathes Company
New York
$837K -$91.1K -2,223 -10%
MFIMFI
1618
Mesirow Financial Investment Management - Fixed Income
Illinois
$837K +$199K +4,851 +31%
FC
1619
Fayerweather Charles
$834K -$12.9K -315 -2%
PAG
1620
Pinnacle Advisory Group
Maryland
$827K -$7.67K -187 -0.9%
SIM
1621
SSI Investment Management
California
$824K -$2.11M -51,502 -72%
BOC
1622
Barbara Oil Co
Illinois
$820K – – –
LA
1623
Libra Advisors
New York
$816K -$8.21M -200,349 -91%
TIC
1624
Trees Investment Counsel
Illinois
$814K -$20K -488 -2%
MC
1625
Montag & Caldwell
Georgia
$809K -$820 -20 -0.1%
63 64
65
66 67