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Microsoft
MSFT

Overview Fund Activity

2,147 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 813 increasing their positions, 925 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
+150
Holders Change %
+7.51%
% of All Funds
57.3%
Holding in Top 10
705
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-1.67%
% of All Funds
18.82%
New
226
Increased
813
Reduced
925
Closed
56
Calls
$2.29B
Puts
$3.45B
Net Calls
-$1.17B
Net Calls Change
-$983M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$726M
2
State Street
State Street
Massachusetts
+$566M
3
Coatue Management
Coatue Management
New York
+$467M
4
BFA
BlackRock Fund Advisors
California
+$446M
5
WRF
Waddell & Reed Financial
Kansas
+$339M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$862M
2
LPC
Lone Pine Capital
Connecticut
-$784M
3
Bank of America
Bank of America
North Carolina
-$553M
4
Invesco
Invesco
Georgia
-$398M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$397M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHAM
1801
Palisades Hudson Asset Management
Florida
$695K – – –
NCM
1802
Northroad Capital Management
New York
$694K -$40.6K -875 -6%
NCA
1803
New Century Advisors
Maryland
$693K +$693K +14,920 New
BPCE
1804
Bank Pictet & Cie (Europe)
Germany
$692K +$51.6K +1,110 +8%
PCA
1805
Private Capital Advisors
Connecticut
$691K – – –
CAM
1806
Cacti Asset Management
Georgia
$690K – – –
ACM
1807
Alethea Capital Management
Washington
$689K +$689K +14,842 New
SIG
1808
Stanford Investment Group
California
$688K +$688K +14,819 New
KCPG
1809
Kavar Capital Partners Group
Kansas
$687K -$186 -4 -0%
BWM
1810
Biltmore Wealth Management
Arizona
$683K +$683K +14,705 New
GAG
1811
GM Advisory Group
New York
$681K -$64.5K -1,388 -9%
CAI
1812
Capital Advisors Inc
Oklahoma
$678K +$277K +5,969 +69%
CCC
1813
Chelsea Counsel Company
California
$674K +$109K +2,343 +19%
FHC
1814
First Houston Capital
Texas
$674K +$144K +3,100 +27%
VAM
1815
Verity Asset Management
North Carolina
$672K – – –
BOS
1816
Bingham Osborn & Scarborough
California
$671K -$48.5K -1,045 -7%
WA
1817
Wealth Architects
California
$670K +$670K +14,432 New
ZCA
1818
Zeke Capital Advisors
Pennsylvania
$667K +$212K +4,571 +47%
AFG
1819
Albion Financial Group
Utah
$657K -$9.29K -200 -1%
WPW
1820
Waldron Private Wealth
Pennsylvania
$657K +$36.4K +784 +6%
CIC
1821
Chilton Investment Company
Connecticut
$656K +$71.5K +1,540 +12%
RVP
1822
Relative Value Partners
Illinois
$649K – – –
VanEck Associates
1823
VanEck Associates
New York
$644K +$644K +13,857 New
CPO
1824
Cerity Partners OCIO
New York
$643K +$6.32K +136 +1%
AAM
1825
AR Asset Management
California
$641K – – –
71 72
73
74 75