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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 %
NYLT
1801
New York Life Trust
New York
$536K -$17.4K -429 -3%
CHP
1802
Cable Hill Partners
Oregon
$534K +$72.5K +1,779 +16%
CFA
1803
CT Financial Advisors
Pennsylvania
$534K -$93.2K -2,292 -15%
LD
1804
Lipe & Dalton
New York
$532K -$15.3K -377 -3%
NCM
1805
Novare Capital Management
North Carolina
$530K – – –
AWP
1806
Ascent Wealth Partners
New York
$529K +$61.1K +1,501 +13%
SCM
1807
Schnieders Capital Management
California
$529K +$83.4K +2,050 +19%
DS
1808
DRW Securities
Illinois
$529K +$529K +13,000 New
DCM
1809
Dynamic Capital Management
Jersey
$526K +$48.8K +1,200 +10%
CG
1810
Clinton Group
New York
$526K +$526K +12,937 New
OA
1811
Outfitter Advisors
Virginia
$525K – – –
BOS
1812
Bingham Osborn & Scarborough
California
$524K -$62.8K -1,546 -11%
FWSM
1813
First Wilshire Securities Management
California
$522K -$8.77K -216 -2%
CI
1814
CAZ Investments
Texas
$520K +$24.5K +603 +5%
AII
1815
AGF Investments Inc
Ontario, Canada
$512K – – –
SMC
1816
Smith, Moore & Co
Missouri
$511K -$181K -4,450 -26%
EWA
1817
EP Wealth Advisors
California
$506K +$76.5K +1,882 +18%
SIA
1818
Starfire Investment Advisers
Michigan
$503K +$503K +12,378 New
BCM
1819
Brookstone Capital Management
Illinois
$503K +$15.4K +380 +3%
PRCM
1820
Pine River Capital Management
Minnesota
$499K +$279K +6,854 +126%
SC
1821
Schulhoff & Co
Ohio
$498K – – –
T
1822
TOBAM
France
$497K -$3.38M -83,305 -87%
WPW
1823
Waldron Private Wealth
Pennsylvania
$497K -$78.4K -1,928 -14%
GC
1824
Gratus Capital
Georgia
$494K +$494K +12,149 New
RC
1825
Reik & Co
New York
$490K +$8.34K +205 +2%
71 72
73
74 75