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Microsoft
MSFT

Overview Fund Activity

2,094 hedge funds and large institutions have $236B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 930 increasing their positions, 897 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
-53
Holders Change %
-2.47%
% of All Funds
55.85%
Holding in Top 10
544
Holding in Top 10 Change
-161
Holding in Top 10 Change %
-22.84%
% of All Funds
14.51%
New
93
Increased
930
Reduced
897
Closed
124
Calls
$3.02B
Puts
$3.21B
Net Calls
-$186M
Net Calls Change
+$980M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$670M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$588M
4
Harris Associates
Harris Associates
Illinois
+$535M
5
Capital World Investors
Capital World Investors
California
+$516M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$712M
3
State Street
State Street
Massachusetts
-$567M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$490M
5
CWG
C WorldWide Group
Denmark
-$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1751
Planning Alternatives
Michigan
$639K -$5.29K -130 -0.8%
BPCE
1752
Bank Pictet & Cie (Europe)
Germany
$633K +$27.6K +680 +5%
BFIC
1753
Bedell Frazier Investment Counselling
California
$631K +$631K +15,528 New
BA
1754
BKS Advisors
Michigan
$615K +$615K +15,129 New
AIC
1755
Atlantic Investment Company
Georgia
$614K – – –
HA
1756
Halsey Associates
Connecticut
$612K -$8.74K -215 -1%
CASB
1757
Cape Ann Savings Bank
Massachusetts
$612K -$5.08K -125 -0.8%
PMG
1758
ProVise Management Group
Florida
$612K +$89.3K +2,200 +17%
SC
1759
Skylands Capital
Wisconsin
$610K +$610K +15,000 New
PHAM
1760
Palisades Hudson Asset Management
Florida
$608K – – –
SAM
1761
SignalPoint Asset Management
Missouri
$607K -$77.5K -1,908 -11%
PCA
1762
Private Capital Advisors
Connecticut
$605K – – –
CAM
1763
Cacti Asset Management
Georgia
$604K – – –
SIG
1764
Stanford Investment Group
California
$603K +$41 +1 +0%
CS
1765
Comerica Securities
Michigan
$602K +$602K +14,811 New
IH
1766
IFC Holdings
Florida
$599K -$358K -8,757 -37%
WA
1767
Wealth Architects
California
$599K +$12.2K +299 +2%
FHC
1768
First Houston Capital
Texas
$598K +$8.14K +200 +1%
BWM
1769
Biltmore Wealth Management
Arizona
$596K -$1.91K -47 -0.3%
KCPG
1770
Kavar Capital Partners Group
Kansas
$593K -$8.13K -200 -1%
SFM
1771
Signet Financial Management
New Jersey
$592K -$208K -5,118 -26%
CCC
1772
Chelsea Counsel Company
California
$590K – – –
PL
1773
Plancorp LLC
Missouri
$589K +$37.6K +925 +7%
DBT
1774
Dubuque Bank & Trust
Iowa
$587K +$68.7K +1,690 +13%
MPM
1775
Meritage Portfolio Management
Kansas
$585K +$335K +8,245 +134%
69 70
71
72 73