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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSC
1826
Ground Swell Capital
South Carolina
$353K +$353K +8,456 New
WA
1827
Wheatland Advisors
Pennsylvania
$352K +$947 +203 +0.3%
LSA
1828
L & S Advisors
California
$351K +$26.1K +627 +8%
SCM
1829
Schnieders Capital Management
California
$350K -$9.41K -226 -3%
CCA
1830
Conestoga Capital Advisors
Pennsylvania
$350K +$14.6K +350 +4%
CAI
1831
Capital Advisors Inc
Oklahoma
$349K – – –
NCM
1832
Noesis Capital Mangement
Florida
$347K +$347K +8,333 New
CFA
1833
Capstone Financial Advisors
Illinois
$346K +$3.51K +84 +1%
FM
1834
Family Management
New York
$345K -$292K -7,000 -46%
KC
1835
Kingfisher Capital
North Carolina
$343K – – –
DOA
1836
D'Orazio & Associates
Virginia
$342K – – –
DAC
1837
Dividend Assets Capital
South Carolina
$340K +$27.1K +650 +9%
LA
1838
Lau Associates
Delaware
$336K – – –
DI
1839
Dalton Investments
Nevada
$334K +$83.5K +2,000 +33%
WRM
1840
Weybosset Research & Management
Rhode Island
$325K – – –
MA
1841
MCF Advisors
Kentucky
$325K +$21K +513 +7%
MIAN
1842
Mariner Independent Advisor Network
Kansas
$324K +$324K +7,765 New
SIMM
1843
Stillwater Investment Management (Minnesota)
Minnesota
$322K -$28.6K -685 -8%
RCWMU
1844
Rothschild & Co Wealth Management (UK)
United Kingdom
$321K -$3.54K -85 -1%
AW
1845
Alpha Windward
Massachusetts
$321K -$3.13K -75 -1%
SWA
1846
SFMG Wealth Advisors
Texas
$319K +$708 +17 +0.2%
BFA
1847
Beaumont Financial Advisors
Massachusetts
$315K – – –
HP
1848
HT Partners
Connecticut
$315K -$37.2K -894 -11%
SCM
1849
Southport Capital Management
Tennessee
$312K +$13.2K +316 +4%
T
1850
TradeWorx
New Jersey
$312K +$312K +7,491 New
72 73
74
75 76