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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
2476
SYM Financial Corp
Indiana
$442K +$442K +5,169 New
JIP
2477
Jaffetilchin Investment Partners
Florida
$441K -$294K -3,438 -40%
BP
2478
BBR Partners
New York
$441K -$66K -771 -13%
CCA
2479
Clearwater Capital Advisors
Illinois
$441K +$13.3K +156 +3%
WRM
2480
Weybosset Research & Management
Rhode Island
$440K – – –
LWM
2481
Lenox Wealth Management
Ohio
$438K -$871K -10,198 -67%
MCM
2482
Mitchell Capital Management
Kansas
$438K +$207K +2,422 +90%
CMBA
2483
C.M. Bidwell & Associates
Hawaii
$438K +$435K +5,085 +13,382%
CL
2484
CIM LLC
New York
$436K -$69.4K -810 -14%
OWP
2485
Obermeyer Wealth Partners
Colorado
$436K +$137K +1,599 +46%
MGAM
2486
McGowan Group Asset Management
Texas
$433K +$2.91K +34 +0.7%
EGA
2487
E&G Advisors
Texas
$432K -$248K -2,900 -36%
OIM
2488
Opus Investment Management
Massachusetts
$428K – – –
PTC
2489
Provident Trust Company
Wisconsin
$428K – – –
MSTVIM
2490
Messner & Smith Theme Value Investment Management
California
$427K -$90.6K -1,060 -18%
BFG
2491
Barber Financial Group
Kansas
$427K +$118K +1,375 +38%
BC
2492
Burleson & Co
California
$426K +$426K +4,976 New
FAG
2493
Financial Advisory Group
Texas
$424K +$8.82K +103 +2%
AIA
2494
Arbor Investment Advisors
North Carolina
$422K +$29.2K +342 +7%
EIA
2495
Eldridge Investment Advisors
New Hampshire
$422K +$422K +4,921 New
MCM
2496
MV Capital Management
Maryland
$421K – – –
LCM
2497
Lucas Capital Management
New Jersey
$419K -$120K -1,400 -22%
DCM
2498
Delpha Capital Management
New York
$412K +$412K +4,816 New
KIM
2499
Karpus Investment Management
New York
$412K +$412K +4,822 New
BIM
2500
Baldwin Investment Management
Pennsylvania
$411K -$12.8K -150 -3%
98 99
100
101 102