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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 %
RPA
1926
Rock Point Advisors
Vermont
$427K – – –
VAS
1927
Valicenti Advisory Services
New York
$425K -$58.3K -1,254 -12%
AC
1928
Alexandria Capital
Virginia
$421K +$3.62K +78 +0.9%
EWM
1929
Evermay Wealth Management
Virginia
$420K -$38.8K -836 -8%
FWM
1930
Focused Wealth Management
New York
$420K +$23.5K +505 +6%
VFP
1931
Verus Financial Partners
Virginia
$417K -$4.13K -89 -1%
RCA
1932
Rex Capital Advisors
Rhode Island
$417K – – –
KAH
1933
Kathryn A. Hall
$417K +$417K +8,980 New
SFWA
1934
Summit Financial Wealth Advisors
Louisiana
$415K +$415K +8,925 New
FHB
1935
First Hawaiian Bank
Hawaii
$414K -$268K -5,794 -39%
FUBT
1936
First United Bank & Trust
Maryland
$414K +$8.36K +180 +2%
GA
1937
Geller Advisors
New York
$413K +$55.9K +1,204 +16%
ARM
1938
Adirondack Research & Management
New York
$408K -$2.33K -50 -0.6%
AIM
1939
Acuity Investment Management
Ontario, Canada
$404K +$390K +8,400 +2,800%
NAM
1940
Nichols Asset Management
Massachusetts
$395K – – –
GAM
1941
Garrison Asset Management
Arkansas
$395K – – –
PSC
1942
Prentiss Smith & Co
Vermont
$395K +$391K +8,404 +8,754%
RU
1943
RobecoSam USA
New York
$390K -$119K -2,563 -23%
HCM
1944
Hengehold Capital Management
Ohio
$388K +$63K +1,355 +19%
RMAM
1945
Raab & Moskowitz Asset Management
New Jersey
$386K -$253K -5,454 -40%
GWI
1946
Grace & White Inc
New York
$384K – – –
SWA
1947
SFMG Wealth Advisors
Texas
$384K +$9.7K +209 +3%
HWA
1948
Heritage Wealth Advisors
Virginia
$381K +$381K +8,216 New
LA
1949
Lau Associates
Delaware
$375K – – –
F
1950
FutureAdvisor
California
$371K +$371K +7,966 New
76 77
78
79 80