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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
1
Vanguard Group
Pennsylvania
$19.9B
2
State Street
2
State Street
Massachusetts
$16.2B
3
Coatue Management
3
Coatue Management
New York
$568M
4
BFA
4
BlackRock Fund Advisors
California
$4.89B
5
WRF
5
Waddell & Reed Financial
Kansas
$1.55B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.2B
2
LPC
2
Lone Pine Capital
Connecticut
$253M
3
Bank of America
3
Bank of America
North Carolina
$1.58B
4
Invesco
4
Invesco
Georgia
$4.92B
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$1.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
2101
Riggs Asset Management
Pennsylvania
$88K – – –
ANBT
2102
American National Bank & Trust
Texas
$81K – – –
SFFS
2103
Stonehage Fleming Financial Services
Jersey
$76K +$76K +1,631 New
FA
2104
Financial Advantage
Maryland
$74K -$37K -800 -33%
FMP
2105
Financial Management Professionals
Texas
$74K +$280 +6 +0.4%
SAM
2106
Solaris Asset Management
New York
$72K +$16.3K +351 +29%
AWM
2107
AllSquare Wealth Management
New York
$71K +$71K +1,537 New
CP
2108
Corbenic Partners
Pennsylvania
$62K +$42.9K +917 +225%
AWM
2109
Avior Wealth Management
Nebraska
$58K -$970 -21 -2%
PAM
2110
PT Asset Management
Illinois
$58K +$58K +1,250 New
CFA
2111
Camarda Financial Advisors
Florida
$50K -$40.2K -868 -45%
MDCM
2112
Morgan Dempsey Capital Management
Wisconsin
$49K -$12.2K -260 -20%
ECM
2113
Exchange Capital Management
Michigan
$49K +$1.8K +39 +4%
NG
2114
NatWest Group
United Kingdom
$40.5K -$8.38K -180,332 -17%
AA
2115
AlphaMark Advisors
Kentucky
$40K – – –
RCG
2116
Ruggie Capital Group
Florida
$40K +$40K +844 New
UOTTAIMCU
2117
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$39K +$39K +840 New
PFG
2118
Piershale Financial Group
Illinois
$36K – – –
BRWA
2119
B. Riley Wealth Advisors
Florida
$35.9K +$18.2K +71,668 +103%
SMG
2120
Spectrum Management Group
Indiana
$29K +$23.4K +500 +417%
IRS
2121
Invictus RG (Singapore)
Singapore
$25K -$24.4K -525 -49%
GXMC
2122
Global X Management Company
New York
$25K +$4.81K +104 +24%
SAC
2123
Smith Affiliated Capital
New York
$23.2K -$23.2K – –
TC
2124
TradeLink Capital
Illinois
$23K -$13.8M -299,500 -100%
WCM
2125
Wealthcare Capital Management
Virginia
$23K +$1.7K +36 +8%
83 84
85
86 87