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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1751
Highlander Capital Management
New Jersey
$504K – – –
AIM
1752
Arcadia Investment Management
Michigan
$503K -$171K -4,100 -25%
WA
1753
Waverly Advisors
Alabama
$502K -$66.1K -1,586 -12%
PMG
1754
ProVise Management Group
Florida
$491K -$8.34K -200 -2%
IUAM
1755
Itau USA Asset Management
New York
$484K – – –
BIC
1756
Beach Investment Counsel
Pennsylvania
$483K -$52.1K -1,250 -10%
HRIA
1757
Haberer Registered Investment Advisor
Ohio
$482K +$25K +600 +5%
EP
1758
Elkhorn Partners
Nebraska
$480K -$41.7K -1,000 -8%
FNBSF
1759
First National Bank Sioux Falls
South Dakota
$476K +$10.2K +244 +2%
KWMG
1760
King Wealth Management Group
Florida
$474K -$24.4K -577 -5%
MIM
1761
Montgomery Investment Management
Maryland
$473K -$250K -6,000 -35%
DA
1762
Dillon & Associates
Michigan
$470K -$312K -7,450 -40%
RFA
1763
Reilly Financial Advisors
California
$468K +$25.4K +607 +6%
PAS
1764
Partnervest Advisory Services
California
$466K -$22.5K -540 -5%
CCB
1765
Cutter & Co Brokerage
Missouri
$465K +$16.7K +400 +4%
SFG
1766
SNS Financial Group
Minnesota
$465K +$465K +11,141 New
FWP
1767
FAS Wealth Partners
Kansas
$464K +$32.4K +777 +8%
FHC
1768
First Houston Capital
Texas
$463K +$8.34K +200 +2%
EWA
1769
EP Wealth Advisors
California
$462K -$71.6K -1,715 -13%
BOS
1770
Bank of Stockton
California
$461K +$63.8K +1,532 +16%
RPA
1771
Rock Point Advisors
Vermont
$460K -$8.33K -200 -2%
PBT
1772
Pictet Bank & Trust
Bahamas
$457K +$113K +2,700 +33%
WA
1773
WealthTrust-Arizona
Arizona
$454K -$7.46K -179 -2%
IF
1774
IRON Financial
Illinois
$452K -$41.6K -996 -8%
VNB
1775
Valley National Bancorp
New York
$452K -$6.25K -150 -1%
69 70
71
72 73