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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 %
BGA
1876
Belmont Global Advisors
Texas
$246K +$246K +6,000 New
MCMT
1877
Moon Capital Management (Tennessee)
Tennessee
$245K -$1.6K -39 -0.6%
CFA
1878
Cahill Financial Advisors
Minnesota
$244K -$17.1K -417 -7%
LWA
1879
Lenox Wealth Advisors
New York
$244K +$110K +2,652 +82%
FPC
1880
Falcon Point Capital
California
$243K +$243K +5,930 New
CRC
1881
Curi RMB Capital
Illinois
$242K -$2.35K -57 -1%
MPM
1882
Meritage Portfolio Management
Kansas
$242K – – –
SI
1883
Scout Investments
Missouri
$241K -$143K -3,500 -37%
TSWM
1884
Triangle Securities Wealth Management
North Carolina
$241K -$59.7K -2,085 -20%
BB
1885
Bell Bank
North Dakota
$239K +$239K +5,825 New
ZAM
1886
Zevin Asset Management
Massachusetts
$238K – – –
EWM
1887
Evermay Wealth Management
Virginia
$238K +$238K +5,795 New
VAM
1888
Visionary Asset Management
Texas
$235K -$7.47K -182 -3%
Tudor Investment Corp
1889
Tudor Investment Corp
Connecticut
$234K -$1.22M -29,680 -84%
CFG
1890
CKW Financial Group
Hawaii
$234K +$2.05K +50 +0.9%
BWG
1891
Beta Wealth Group
California
$232K +$6.41K +156 +3%
BBPWM
1892
Blue Bell Private Wealth Management
Pennsylvania
$231K -$8.2K -200 -3%
LC
1893
Lubar & Co
Wisconsin
$228K -$318K -7,752 -58%
HFS
1894
Haverford Financial Services
Pennsylvania
$228K -$14.8K -360 -6%
VIA
1895
Vantage Investment Advisors
Pennsylvania
$228K +$22.3K +543 +11%
NPPM
1896
North Point Portfolio Managers
Ohio
$226K -$6.14K -150 -3%
HIM
1897
Hillsdale Investment Management
Ontario, Canada
$225K – – –
KPCM
1898
Kings Point Capital Management
New York
$225K +$65.5K +1,600 +41%
KA
1899
KLCM Advisors
Wisconsin
$224K – – –
BCI
1900
Brinker Capital Investments
Pennsylvania
$222K -$36.8K -899 -14%
74 75
76
77 78