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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 %
BOC
1726
Barbara Oil Co
Illinois
$929K – – –
DA
1727
DSC Advisors
Illinois
$928K +$301K +6,485 +48%
FL
1728
Fort LP
Maryland
$927K +$927K +19,963 New
AMIM
1729
Aull & Monroe Investment Management
Alabama
$924K -$79K -1,700 -8%
NBC
1730
Neuberger Berman Canada
Ontario, Canada
$922K -$10.8K -232 -1%
AL
1731
Aspiriant LLC
California
$915K +$483K +10,400 +112%
SFM
1732
Signet Financial Management
New Jersey
$914K +$914K +19,682 New
NCM
1733
Neumann Capital Management
California
$912K +$912K +19,622 New
TT
1734
Tiedemann Trust
Delaware
$911K – – –
BSB
1735
Bangor Savings Bank
Maine
$911K +$130K +2,806 +17%
HCM
1736
HM Capital Management
Missouri
$909K +$909K +19,584 New
IFB
1737
iAB Financial Bank
Indiana
$908K – – –
HK
1738
Horizon Kinetics
New York
$906K +$15.1K +325 +2%
CK
1739
Carnick & Kubik
Colorado
$906K +$906K +19,506 New
HI
1740
Hudock Inc
Pennsylvania
$904K +$509K +10,948 +129%
AB
1741
AT Bancorp
Iowa
$903K +$9.52K +205 +1%
POA
1742
Pergamon Offshore Advisors
New York
$885K +$885K +19,056 New
Koshinski Asset Management
1743
Koshinski Asset Management
Illinois
$884K +$884K +19,025 New
MBT
1744
Montecito Bank & Trust
California
$876K +$206K +4,432 +31%
MCM
1745
Millie Capital Management
California
$873K +$873K +18,790 New
PTC
1746
Philadelphia Trust Company
Pennsylvania
$871K – – –
AIM
1747
Allen Investment Management
New York
$868K -$566K -12,176 -39%
TIC
1748
Trees Investment Counsel
Illinois
$867K -$18.5K -399 -2%
PH
1749
Pinnacle Holdings
Oklahoma
$864K -$44.2K -952 -5%
YMRC
1750
Yorktown Management & Research Company
Virginia
$864K -$32.5K -700 -4%
68 69
70
71 72