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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 %
CNFG
1651
Creegan & Nassoura Financial Group
New Hampshire
$1.17M +$1.17M +25,106 New
CM
1652
Capital Management
Virginia
$1.16M -$600K -12,904 -34%
SFT
1653
Simmons First Trust
Arkansas
$1.14M +$1.14M +24,603 New
LS
1654
Lupo Securities
Illinois
$1.14M +$1.14M +24,549 New
CCS
1655
Crosspoint Capital Strategies
California
$1.14M +$997K +21,456 +724%
BCM
1656
Bourgeon Capital Management
Connecticut
$1.13M -$9.29K -200 -0.8%
IH
1657
IFC Holdings
Florida
$1.13M -$44.3K -923 -4%
DSC
1658
Duncker Streett & Co
Missouri
$1.12M +$13.2K +285 +1%
1GA
1659
1st Global Advisors
Texas
$1.12M -$160K -3,439 -13%
FSA
1660
Franklin Street Advisors
North Carolina
$1.12M -$6.97K -150 -0.6%
BHBT
1661
Burke & Herbert Bank & Trust
Virginia
$1.12M – – –
ACS
1662
Archford Capital Strategies
Illinois
$1.11M +$231K +4,975 +26%
QT
1663
Quantbot Technologies
New York
$1.11M +$1.11M +23,930 New
PAG
1664
Pinnacle Advisory Group
Maryland
$1.11M -$135K -2,898 -11%
HW
1665
Hancock Whitney
Mississippi
$1.11M -$335K -7,214 -23%
LC
1666
Lourd Capital
California
$1.1M +$38.1K +820 +4%
FCFC
1667
First Commonwealth Financial Corp
Pennsylvania
$1.1M +$640K +13,772 +138%
SRCM
1668
Swift Run Capital Management
Virginia
$1.1M +$190K +4,100 +21%
TCB
1669
Texas Capital Bancshares
Texas
$1.09M +$134K +2,881 +14%
BFPW
1670
BOK Financial Private Wealth
Colorado
$1.09M – – –
BRWM
1671
B. Riley Wealth Management
Tennessee
$1.08M -$451K -9,703 -29%
TI
1672
Trexquant Investment
Connecticut
$1.08M +$1.08M +23,200 New
MVA
1673
Mount Vernon Associates
Maryland
$1.08M +$69.7K +1,500 +7%
RT
1674
Reliance Trust
Georgia
$1.07M +$10.1K +218 +1%
HPBT
1675
High Point Bank & Trust
North Carolina
$1.07M +$6.97K +150 +0.7%
65 66
67
68 69