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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 %
CP
1651
Camelot Portfolios
Ohio
$703K +$36.9K +900 +6%
SMC
1652
Smith, Moore & Co
Missouri
$699K +$26.7K +651 +4%
FA
1653
FCG Advisors
New Jersey
$698K +$27K +827 +4%
PAM
1654
Premier Asset Management
Illinois
$695K – – –
BFEC
1655
Benjamin F. Edwards & Company
Missouri
$692K +$133K +3,234 +24%
TAM
1656
Todd Asset Management
Kentucky
$691K – – –
BA
1657
Birinyi Associates
Connecticut
$685K -$123K -3,000 -15%
BHC
1658
Bowen Hanes & Co
Florida
$682K +$41K +1,000 +6%
SIC
1659
Shoker Investment Counsel
Ohio
$681K +$5.13K +125 +0.8%
NFG
1660
Nadler Financial Group
Illinois
$680K -$7.62K -186 -1%
SAM
1661
SignalPoint Asset Management
Missouri
$677K -$67.5K -1,647 -9%
BSB
1662
Bangor Savings Bank
Maine
$671K -$127K -3,102 -16%
EAM
1663
Evanson Asset Management
California
$669K -$54.2K -1,321 -7%
LWI
1664
Long Wharf Investors
Massachusetts
$667K -$36.5K -891 -5%
MC
1665
Middleton & Co
Massachusetts
$667K -$24.6K -599 -4%
I2I
1666
Insight 2811 Inc
Illinois
$666K -$68K -1,660 -9%
HHGA
1667
Halbert Hargrove Global Advisors
California
$666K +$4.02K +98 +0.6%
AIM
1668
Arcadia Investment Management
Michigan
$663K -$232K -5,666 -26%
BOS
1669
Bingham Osborn & Scarborough
California
$662K +$51.1K +1,246 +8%
Manulife (Manufacturers Life Insurance)
1670
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$661K -$59.4K -1,449,718 -8%
FCFC
1671
First Commonwealth Financial Corp
Pennsylvania
$650K -$317K -7,724 -33%
KLWA
1672
Kelly Lawrence W & Associates
California
$644K -$26.7K -650 -4%
PNAA
1673
Pictet North America Advisors
Switzerland
$641K +$26.6K +650 +4%
AA
1674
ALPS Advisors
Colorado
$639K +$37K +904 +6%
PI
1675
Pettee Investors
Connecticut
$631K – – –
65 66
67
68 69