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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 %
VAS
1776
Valicenti Advisory Services
New York
$424K +$12.5K +305 +3%
HJA
1777
Hugh Johnson Advisors
New York
$415K +$46.6K +1,137 +13%
DAS
1778
Dynamic Advisor Solutions
Arizona
$403K +$403K +9,996 New
SAA
1779
Southeast Asset Advisors
Georgia
$402K +$82 +2 +0%
BCM
1780
Brookstone Capital Management
Illinois
$399K -$45.8K -1,119 -10%
CAL
1781
Capital Advisors Ltd
Ohio
$398K +$41 +1 +0%
OAM
1782
Occidental Asset Management
California
$398K +$398K +10,605 New
HFM
1783
Hartford Financial Management
Connecticut
$397K – – –
CL
1784
CIM LLC
New York
$394K +$52.3K +1,276 +15%
VCM
1785
Vision Capital Management
Oregon
$391K -$20.9K -510 -5%
BOS
1786
Bank of Stockton
California
$391K -$1.44K -35 -0.4%
AC
1787
Alexandria Capital
Virginia
$387K -$38.5K -940 -9%
S
1788
SignatureFD
Georgia
$384K -$158K -3,863 -29%
GWI
1789
Grace & White Inc
New York
$384K -$90.1K -2,200 -19%
AWP
1790
Ascent Wealth Partners
New York
$384K +$3.9K +95 +1%
EI
1791
EDMP Inc
Florida
$382K +$328 +8 +0.1%
VFP
1792
Verus Financial Partners
Virginia
$375K +$105K +2,567 +39%
CW
1793
Cobiz Wealth
Colorado
$373K -$12.8K -312 -3%
WOC
1794
West Oak Capital
California
$371K -$353K -8,620 -49%
UAS
1795
United Asset Strategies
New York
$368K +$368K +8,979 New
RCA
1796
Rex Capital Advisors
Rhode Island
$368K – – –
ARM
1797
Adirondack Research & Management
New York
$362K – – –
NEPWA
1798
New England Private Wealth Advisors
Massachusetts
$362K +$13.6K +332 +4%
FMB
1799
Field & Main Bank
Kentucky
$360K -$1.03K -25 -0.3%
AT
1800
Arvest Trust
Oklahoma
$358K +$48.5K +1,200 +16%
70 71
72
73 74