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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 %
ICM
1726
IMS Capital Management
Oregon
$528K +$4.27K +104 +0.8%
BIC
1727
Beach Investment Counsel
Pennsylvania
$526K – – –
EWA
1728
EP Wealth Advisors
California
$524K +$197K +4,795 +60%
WG
1729
Welch Group
Alabama
$522K -$26.2K -639 -5%
MHS
1730
M Holdings Securities
Oregon
$517K -$501K -12,236 -49%
NBC
1731
Neuberger Berman Canada
Ontario, Canada
$516K -$676K -16,500 -57%
PA
1732
Planning Alternatives
Michigan
$516K – – –
SCA
1733
Stonebridge Capital Advisors
Minnesota
$516K +$11.4K +278 +2%
RC
1734
Reik & Co
New York
$515K +$82K +2,000 +19%
JIR
1735
James Investment Research
Ohio
$514K -$14.8K -360 -3%
EP
1736
Elkhorn Partners
Nebraska
$512K -$328K -8,000 -39%
KIG
1737
Kovitz Investment Group
Illinois
$512K +$150K +5,244 +41%
MBT
1738
Montecito Bank & Trust
California
$508K -$246 -6 -0%
WKA
1739
Wilson Kemp & Associates
Michigan
$502K -$107K -2,600 -18%
WIC
1740
Wilkins Investment Counsel
Massachusetts
$502K -$16.4K -400 -3%
FWSM
1741
First Wilshire Securities Management
California
$498K – – –
HCM
1742
Highlander Capital Management
New Jersey
$495K – – –
PMG
1743
ProVise Management Group
Florida
$491K +$60.5K +1,475 +14%
IF
1744
IRON Financial
Illinois
$485K -$25.3K -616 -5%
FHB
1745
First Hawaiian Bank
Hawaii
$484K +$11.7K +286 +2%
KWMG
1746
King Wealth Management Group
Florida
$484K -$182K -4,430 -27%
CCC
1747
Chelsea Counsel Company
California
$482K -$12.3K -300 -2%
PAS
1748
Partnervest Advisory Services
California
$480K -$120K -2,930 -20%
IUAM
1749
Itau USA Asset Management
New York
$475K -$119K -2,900 -20%
VWM
1750
Vector Wealth Management
Minnesota
$472K -$52.2K -1,274 -10%
68 69
70
71 72