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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 %
CIC
1901
Cornercap Investment Counsel
Georgia
$483K +$34.3K +738 +8%
AAM
1902
Alpine Associates Management
Florida
$474K +$474K +10,200 New
CPC
1903
Cookson Peirce & Co
Pennsylvania
$472K +$51.1K +1,100 +12%
DLHL
1904
Donald L. Hagan LLC
Florida
$471K +$471K +10,135 New
CFA
1905
Capstone Financial Advisors
Illinois
$470K +$58.2K +1,254 +14%
GCIA
1906
Gabelli & Co Investment Advisers
New York
$465K – – –
LFA
1907
Landmark Financial Advisors
Kentucky
$465K +$465K +9,887 New
MCWS
1908
McKinley Carter Wealth Services
West Virginia
$464K +$464K +9,985 New
HCM
1909
Highlander Capital Management
New Jersey
$462K -$99.1K -2,133 -18%
WOC
1910
West Oak Capital
California
$461K +$40.3K +868 +10%
SAM
1911
Security Asset Management
New York
$461K +$461K +9,915 New
NCM
1912
Northside Capital Management
Oregon
$457K +$457K +9,849 New
CAL
1913
Capital Advisors Ltd
Ohio
$451K +$46 +1 +0%
UAS
1914
United Asset Strategies
New York
$451K +$9.29K +200 +2%
HFM
1915
Hartford Financial Management
Connecticut
$448K -$18.6K -400 -4%
PBT
1916
Pictet Bank & Trust
Bahamas
$446K – – –
FWM
1917
Frontier Wealth Management
Missouri
$445K +$445K +9,585 New
BFM
1918
Boothbay Fund Management
New York
$445K +$445K +38,328 New
FMB
1919
Field & Main Bank
Kentucky
$441K -$3.48K -75 -0.8%
CL
1920
Croft-Leominster
Maryland
$438K -$46.4K -1,000 -10%
ABTD
1921
Arvest Bank Trust Division
Oklahoma
$435K -$1.58K -33 -0.4%
EI
1922
EDMP Inc
Florida
$434K +$371 +8 +0.1%
HJA
1923
Hugh Johnson Advisors
New York
$433K -$117K -2,525 -21%
OIM
1924
Orca Investment Management
Oregon
$431K +$28.8K +620 +7%
BKA
1925
Brick & Kyle Associates
Pennsylvania
$431K +$431K +9,273 New
75 76
77
78 79