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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 %
SCM
1801
Schnieders Capital Management
California
$354K -$68.7K -1,674 -16%
BIG
1802
Blackthorn Investment Group
Kansas
$351K +$351K +8,573 New
GHAM
1803
Gilman Hill Asset Management
Connecticut
$350K +$350K +8,540 New
NAM
1804
Nichols Asset Management
Massachusetts
$348K – – –
HP
1805
HT Partners
Connecticut
$347K -$1.76M -42,851 -84%
SIMM
1806
Stillwater Investment Management (Minnesota)
Minnesota
$344K -$11.8K -288 -3%
CAI
1807
Capital Advisors Inc
Oklahoma
$344K -$33.8K -825 -9%
MUMSS
1808
Mitsubishi UFJ Morgan Stanley Securities
Japan
$342K +$60.2K +1,470 +21%
FWM
1809
Focused Wealth Management
New York
$339K -$9.63K -235 -3%
PBT
1810
Pictet Bank & Trust
Bahamas
$339K +$339K +8,260 New
KC
1811
Kingfisher Capital
North Carolina
$337K -$97.2K -2,375 -22%
DOA
1812
D'Orazio & Associates
Virginia
$336K -$23.1K -563 -6%
CFA
1813
Capstone Financial Advisors
Illinois
$336K -$7.99K -195 -2%
LA
1814
Lau Associates
Delaware
$331K – – –
CCA
1815
Conestoga Capital Advisors
Pennsylvania
$329K – – –
FIM
1816
Fernwood Investment Management
Massachusetts
$326K -$59K -1,440 -15%
WRM
1817
Weybosset Research & Management
Rhode Island
$320K -$32.1K -783 -9%
NFC
1818
Northeast Financial Consultants
Connecticut
$320K +$320K +7,800 New
LSA
1819
L & S Advisors
California
$319K -$304K -7,438 -49%
AW
1820
Alpha Windward
Massachusetts
$319K -$10.8K -264 -3%
TNB
1821
Thomasville National Bank
Georgia
$319K +$28.8K +703 +10%
RCWMU
1822
Rothschild & Co Wealth Management (UK)
United Kingdom
$319K +$319K +7,790 New
DFIM
1823
Detwiler Fenton Investment Management
Massachusetts
$318K – – –
DA
1824
Dunvegan Associates
California
$316K -$2.7K -66 -0.8%
SWA
1825
SFMG Wealth Advisors
Texas
$313K +$11.8K +289 +4%
71 72
73
74 75