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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
$13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.7B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$504M
4
OH
Orbis Holdings
Bermuda
$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B

Top Sellers

1
State Street
State Street
Massachusetts
$12.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.51B
3
Deutsche Bank
Deutsche Bank
Germany
$1.79B
4
Invesco
Invesco
Georgia
$5.71B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Wellcome Trust
United Kingdom
$246M – – –
Axa
152
Axa
France
$243M +$6.41M +156,500 +3%
EIG
153
EdgePoint Investment Group
Ontario, Canada
$236M +$4.82M +117,704 +2%
US Bancorp
154
US Bancorp
Minnesota
$236M +$2.28M +55,632 +1%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$225M +$3.77M +92,032 +2%
SCCM
156
Schafer Cullen Capital Management
New York
$225M -$4.5M -109,813 -2%
KCM
157
Kensico Capital Management
Connecticut
$221M +$62.5M +1,525,000 +39%
GC
158
Guggenheim Capital
Illinois
$209M +$9.78M +238,668 +5%
BGIM
159
Brandywine Global Investment Management
Pennsylvania
$204M +$39.1M +954,711 +24%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$204M +$37.6M +917,752 +23%
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$201M -$62.2M -1,516,996 -24%
Lord, Abbett & Co
162
Lord, Abbett & Co
New Jersey
$200M -$6.53M -159,368 -3%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$199M -$4.05M -98,716 -2%
SI
164
Sentry Investments
Ontario, Canada
$198M -$22.9M -557,900 -10%
CBOA
165
Commonwealth Bank of Australia
Australia
$197M -$18.5M -450,656 -9%
Korea Investment Corp
166
Korea Investment Corp
South Korea
$196M -$2.79M -68,000 -1%
Aviva
167
Aviva
United Kingdom
$196M -$2.98M -72,770 -2%
OTPPB
168
Ontario Teachers' Pension Plan Board
Ontario, Canada
$195M -$11.7M -286,059 -6%
HCM
169
Herndon Capital Management
Georgia
$193M -$1.91M -46,585 -1%
LBG
170
Lloyds Banking Group
United Kingdom
$193M -$3.69M -90,045 -2%
IVA
171
International Value Advisers
$193M +$1.08M +26,324 +0.6%
SB
172
Suntrust Banks
Georgia
$191M +$53.4M +1,303,661 +39%
CI Investments Inc
173
CI Investments Inc
Ontario, Canada
$190M -$370M -9,015,500 -66%
RRAM
174
River Road Asset Management
Kentucky
$189M +$28.9M +704,797 +18%
SIM
175
Sprucegrove Investment Management
Ontario, Canada
$187M -$19.9M -486,311 -10%
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