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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 %
SC
1751
Schulhoff & Co
Ohio
$468K – – –
CIA
1752
Covington Investment Advisors
Pennsylvania
$467K +$13.4K +326 +3%
RPA
1753
Rock Point Advisors
Vermont
$461K +$10.8K +264 +2%
RU
1754
RobecoSam USA
New York
$458K -$42K -1,024 -8%
FNBSF
1755
First National Bank Sioux Falls
South Dakota
$458K +$15.8K +386 +4%
GVT
1756
Genesee Valley Trust
New York
$455K -$63.9K -1,559 -12%
WA
1757
WealthTrust-Arizona
Arizona
$454K +$82 +2 +0%
VNB
1758
Valley National Bancorp
New York
$451K -$1.02M -24,800 -69%
OAMG
1759
Odey Asset Management Group
United Kingdom
$451K +$451K +11,000 New
HRIA
1760
Haberer Registered Investment Advisor
Ohio
$450K -$45.1K -1,100 -9%
AI
1761
Accredited Investors
Minnesota
$449K -$14.2K -345 -3%
FHC
1762
First Houston Capital
Texas
$447K – – –
GA
1763
Glenhill Advisors
New York
$442K +$181K +4,407 +69%
CCB
1764
Cutter & Co Brokerage
Missouri
$441K -$37.1K -905 -8%
SAM
1765
Summit Asset Management
Tennessee
$441K -$31.6K -771 -7%
BII
1766
Baring International Investment
United Kingdom
$440K -$2.03M -49,427 -82%
NYLT
1767
New York Life Trust
New York
$437K -$70.1K -1,709 -14%
ZCA
1768
Zeke Capital Advisors
Pennsylvania
$437K – – –
CL
1769
Croft-Leominster
Maryland
$436K +$3.2K +78 +0.7%
RFA
1770
Reilly Financial Advisors
California
$434K +$14.5K +354 +3%
LPC
1771
Loeb Partners Corp
New York
$431K – – –
OAM
1772
Oberweis Asset Management
Illinois
$431K +$82 +2 +0%
LGC
1773
Laurel Grove Capital
California
$430K +$45K +1,100 +12%
BCM
1774
Bares Capital Management
Texas
$428K – – –
FWP
1775
FAS Wealth Partners
Kansas
$424K -$21K -513 -5%
69 70
71
72 73