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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 %
SCM
1951
Southport Capital Management
Tennessee
$370K +$2.33K +50 +0.6%
DOA
1952
D'Orazio & Associates
Virginia
$366K – – –
DAC
1953
Dividend Assets Capital
South Carolina
$365K -$254K -5,475 -41%
RHBC
1954
R.H. Bluestein & Co
Michigan
$358K +$48.8K +1,050 +16%
RIG
1955
Renaissance Investment Group
Massachusetts
$357K +$21.8K +470 +7%
MUMSS
1956
Mitsubishi UFJ Morgan Stanley Securities
Japan
$356K +$109K +2,344 +44%
SIMM
1957
Stillwater Investment Management (Minnesota)
Minnesota
$355K +$5.9K +127 +2%
KA
1958
Kovack Advisors
Florida
$355K +$7.65K +165 +2%
RC
1959
RBO & Co
California
$355K +$355K +7,635 New
BFA
1960
Beaumont Financial Advisors
Massachusetts
$351K +$371 +8 +0.1%
B
1961
Bellecapital
Switzerland
$349K -$230K -4,950 -40%
AAS
1962
Annex Advisory Services
Wisconsin
$349K +$145K +3,136 +71%
HP
1963
HT Partners
Connecticut
$346K +$232 +5 +0.1%
PCM
1964
Perkins Capital Management
Minnesota
$345K – – –
WRM
1965
Weybosset Research & Management
Rhode Island
$344K – – –
DA
1966
Dunvegan Associates
California
$343K – – –
LCM
1967
Lucas Capital Management
New Jersey
$341K – – –
BWA
1968
Burt Wealth Advisors
Maryland
$341K +$341K +7,349 New
FI
1969
FCM Investments
Texas
$339K – – –
KA
1970
Klingman & Associates
New York
$337K +$337K +7,260 New
VCP
1971
Vista Capital Partners
Oregon
$336K -$323K -6,959 -49%
W
1972
Wealthquest
Ohio
$335K +$335K +7,213 New
CP
1973
Coho Partners
Pennsylvania
$334K – – –
SSA
1974
South Street Advisors
New York
$334K – – –
DBG
1975
De Burlo Group
Massachusetts
$334K – – –
77 78
79
80 81