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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
$13B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$10.7B
3
VOYA Investment Management
VOYA Investment Management
Georgia
$504M
4
OH
Orbis Holdings
Bermuda
$298M
5
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B

Top Sellers

1
State Street
State Street
Massachusetts
$12.7B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.51B
3
Deutsche Bank
Deutsche Bank
Germany
$1.79B
4
Invesco
Invesco
Georgia
$5.71B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$5.63B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1951
Avior Wealth Management
Nebraska
$61K +$61K +1,480 New
TFMS
1952
Trust & Fiduciary Management Services
Massachusetts
$59K +$9.11K +224 +18%
IWC
1953
Integrated Wealth Counsel
California
$49K -$30K -734 -38%
TDC
1954
Thompson Davis & Co
Virginia
$47K -$15K -367 -24%
CL
1955
CFS LLC
Oklahoma
$44K – – –
MDCM
1956
Morgan Dempsey Capital Management
Wisconsin
$43K -$8.27K -201 -16%
SAM
1957
Solaris Asset Management
New York
$41K -$3.61K -88 -8%
TRCT
1958
Tower Research Capital (TRC)
New York
$31K -$111K -2,683 -78%
PFG
1959
Piershale Financial Group
Illinois
$31K – – –
PO
1960
Private Ocean
California
$29K +$41 +1 +0.1%
FPCG
1961
Fort Pitt Capital Group
Pennsylvania
$27.3K -$369 -9 -1%
RC
1962
Riversville Capital
Connecticut
$25K -$693K -16,777 -97%
MIM
1963
Macroview Investment Management
Maryland
$25K +$11.3K +280 +83%
PWAG
1964
Polaris Wealth Advisory Group
California
$24K -$44.4K -1,075 -65%
AIM
1965
Acuity Investment Management
Ontario, Canada
$20K -$12K -300 -38%
AA
1966
AlphaMark Advisors
Kentucky
$19K – – –
CP
1967
Corbenic Partners
Pennsylvania
$17K +$127 +3 +0.8%
PFG
1968
Pacific Financial Group
Washington
$16K – – –
NHFG
1969
New Harbor Financial Group
Massachusetts
$14K – – –
WCM
1970
Wealthcare Capital Management
Virginia
$14K +$7.21K +173 +106%
NMIS
1971
Northwestern Mutual Investment Services
Wisconsin
$14K +$9.48K +237 +210%
ACM
1972
Antonetti Capital Management
Florida
$9K -$41K -1,024 -82%
JAM
1973
Jolley Asset Management
North Carolina
$9K -$4K -100 -31%
GC
1974
Globeflex Capital
California
$7K – – –
JAM
1975
JCIC Asset Management
Ontario, Canada
$7K +$7K +162 New
77 78
79
80 81