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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 %
PAM
1776
PT Asset Management
Illinois
$585K +$534K +13,150 +1,052%
NEIRG
1777
New England Investment & Retirement Group
Massachusetts
$584K -$43.5K -1,070 -7%
AIM
1778
Allen Investment Management
New York
$583K -$177K -4,346 -23%
OAM
1779
Occidental Asset Management
California
$583K +$35K +859 +6%
SIC
1780
Shoker Investment Counsel
Ohio
$580K -$48.7K -1,199 -8%
F
1781
FutureAdvisor
California
$578K +$255K +6,305 +79%
SCA
1782
Stonebridge Capital Advisors
Minnesota
$572K +$21.8K +537 +4%
VAM
1783
Verity Asset Management
North Carolina
$570K -$18.5K -455 -3%
RVP
1784
Relative Value Partners
Illinois
$570K +$2.24K +55 +0.4%
ZCA
1785
Zeke Capital Advisors
Pennsylvania
$568K -$16K -393 -3%
CPO
1786
Cerity Partners OCIO
New York
$568K +$4.92K +121 +0.9%
MFS
1787
Madrona Financial Services
Washington
$568K +$20.6K +508 +4%
RFA
1788
Reilly Financial Advisors
California
$567K +$126K +3,092 +28%
MPIA
1789
Mountain Pacific Investment Advisers
Idaho
$564K +$6.75K +166 +1%
PAS
1790
Partnervest Advisory Services
California
$563K +$3.29K +81 +0.6%
Kayne Anderson Rudnick Investment Management
1791
Kayne Anderson Rudnick Investment Management
California
$561K – – –
AAM
1792
AR Asset Management
California
$561K – – –
FMA
1793
FNY Managed Accounts
New York
$556K +$556K +13,676 New
CWM
1794
Confluence Wealth Management
Oregon
$552K +$3.33K +82 +0.6%
NCM
1795
Northroad Capital Management
New York
$551K -$56.3K -1,386 -9%
CPA
1796
Cowen Prime Advisors
New York
$550K +$21.4K +527 +4%
AA
1797
ALPS Advisors
Colorado
$548K +$59.6K +1,467 +12%
PI
1798
Pettee Investors
Connecticut
$547K – – –
SCA
1799
Stillwater Capital Advisors
Pennsylvania
$544K +$8.87K +218 +2%
IOOF
1800
Independent Order of Foresters
Ontario, Canada
$542K +$40.7K +1,000 +8%
70 71
72
73 74