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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 %
AII
1851
AGF Investments Inc
Ontario, Canada
$585K +$585K +12,600 New
S
1852
SignatureFD
Georgia
$583K +$189K +4,063 +48%
MFWM
1853
Motley Fool Wealth Management
Virginia
$579K +$579K +12,464 New
PIM
1854
Parasol Investment Management
Illinois
$577K +$28.3K +610 +5%
IOOF
1855
Independent Order of Foresters
Ontario, Canada
$572K -$115K -2,475 -17%
SFP
1856
Santa Fe Partners
New Mexico
$572K +$572K +12,338 New
WG
1857
Welch Group
Alabama
$571K -$14.7K -317 -3%
SC
1858
Schulhoff & Co
Ohio
$569K +$928 +20 +0.2%
NERM
1859
New England Research & Management
Illinois
$566K – – –
CI
1860
CAZ Investments
Texas
$566K +$566K +12,187 New
IC
1861
IKOS CIF
Cyprus
$559K +$559K +11,645 New
AA
1862
ALPS Advisors
Colorado
$558K -$77.5K -1,668 -12%
BCM
1863
Brookstone Capital Management
Illinois
$558K +$31.7K +681 +6%
WIC
1864
Wilkins Investment Counsel
Massachusetts
$557K – – –
KIG
1865
Kovitz Investment Group
Illinois
$554K -$44.3K -953 -7%
RC
1866
Reik & Co
New York
$550K – – –
DCM
1867
Dynamic Capital Management
Jersey
$545K +$545K +11,738 New
FNBSF
1868
First National Bank Sioux Falls
South Dakota
$544K +$13.9K +300 +3%
HCM
1869
Harvey Capital Management
Florida
$543K -$92.8K -2,000 -15%
KWMG
1870
King Wealth Management Group
Florida
$542K -$46.8K -1,008 -8%
VWM
1871
Vector Wealth Management
Minnesota
$540K -$83.9K -1,807 -13%
BOS
1872
Bank of Stockton
California
$536K +$37.2K +800 +7%
SFM
1873
Signature Financial Management
Virginia
$534K -$643K -13,835 -55%
AWP
1874
Ascent Wealth Partners
New York
$534K +$99.6K +2,144 +23%
AIM
1875
Arcadia Investment Management
Michigan
$533K – – –
73 74
75
76 77