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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 %
CIA
1676
CCM Investment Advisers
South Carolina
$630K -$1.1M -26,909 -64%
HA
1677
Halsey Associates
Connecticut
$630K -$32.8K -800 -5%
WPP
1678
Whalerock Point Partners
Rhode Island
$630K -$24.6K -600 -4%
PCM
1679
Palisade Capital Management
New Jersey
$626K – – –
FM
1680
Family Management
New York
$626K +$626K +15,276 New
AIC
1681
Atlantic Investment Company
Georgia
$624K -$8.19K -200 -1%
IOOF
1682
Independent Order of Foresters
Ontario, Canada
$623K -$193K -4,700 -24%
PHAM
1683
Palisades Hudson Asset Management
Florida
$620K +$43.2K +1,053 +7%
SCA
1684
Stillwater Capital Advisors
Pennsylvania
$612K +$38.8K +947 +7%
Verition Fund Management
1685
Verition Fund Management
Connecticut
$612K +$302K +7,356 +97%
KCPG
1686
Kavar Capital Partners Group
Kansas
$611K -$10.2K -249 -2%
RMAM
1687
Raab & Moskowitz Asset Management
New Jersey
$611K +$55.9K +1,362 +10%
PCA
1688
Private Capital Advisors
Connecticut
$610K – – –
CAM
1689
Cacti Asset Management
Georgia
$609K – – –
HW
1690
Hancock Whitney
Mississippi
$604K -$5.08K -124 -0.8%
RIM
1691
Regent Investment Management
Kentucky
$599K -$56.3K -1,375 -9%
MS
1692
Marshall & Sullivan
Washington
$599K -$21K -514 -3%
TA
1693
TBP Advisors
New York
$599K -$5.25K -128 -0.9%
YMRC
1694
Yorktown Management & Research Company
Virginia
$598K -$193K -4,700 -24%
CCM
1695
Check Capital Management
California
$597K +$40K +976 +7%
CWM
1696
Confluence Wealth Management
Oregon
$595K +$595K +14,520 New
OC
1697
Oakworth Capital
Alabama
$593K – – –
IIA
1698
IPG Investment Advisors
California
$589K – – –
AFG
1699
Albion Financial Group
Utah
$588K +$12.5K +304 +2%
Kayne Anderson Rudnick Investment Management
1700
Kayne Anderson Rudnick Investment Management
California
$586K – – –
66 67
68
69 70