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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1651
Mathes Company
New York
$768K -$83.4K -2,000 -10%
JG
1652
Jefferies Group
New York
$767K +$700K +16,794 +1,042%
KCM
1653
Kempner Capital Management
Texas
$765K – – –
PCM
1654
Prelude Capital Management
New York
$760K -$825K -19,794 -52%
PH
1655
Pinnacle Holdings
Oklahoma
$758K -$18K -431 -2%
LOCC
1656
Lombard Odier & Cie (Canada)
Quebec, Canada
$757K – – –
VDBMI
1657
Van Den Berg Management I
Texas
$754K -$17.6M -421,644 -96%
Westfield Capital Management
1658
Westfield Capital Management
Massachusetts
$749K – – –
CC
1659
Capital Counsel
New York
$748K -$20.8K -500 -3%
DCM
1660
Dynamic Capital Management
Jersey
$746K +$746K +17,900 New
UBV
1661
United Bank (Virginia)
Virginia
$745K +$28K +673 +4%
CP
1662
Camelot Portfolios
Ohio
$740K +$25K +600 +3%
MAM
1663
Majedie Asset Management
United Kingdom
$734K +$734K +17,602 New
BFEC
1664
Benjamin F. Edwards & Company
Missouri
$720K +$16.2K +389 +2%
SAM
1665
SignalPoint Asset Management
Missouri
$715K +$25.8K +619 +4%
AIM
1666
Allen Investment Management
New York
$710K +$710K +17,027 New
PAM
1667
Premier Asset Management
Illinois
$707K – – –
RAM
1668
Roanoke Asset Management
New Jersey
$704K +$117K +2,810 +20%
TAM
1669
Todd Asset Management
Kentucky
$703K – – –
SMC
1670
Smith, Moore & Co
Missouri
$702K -$9K -216 -1%
BSB
1671
Bangor Savings Bank
Maine
$701K +$19K +456 +3%
CAS
1672
CTC Alternative Strategies
Illinois
$701K +$701K +16,800 New
SIC
1673
Shoker Investment Counsel
Ohio
$698K +$6.04K +145 +0.9%
LWI
1674
Long Wharf Investors
Massachusetts
$697K +$18.8K +450 +3%
BA
1675
Birinyi Associates
Connecticut
$696K – – –
65 66
67
68 69