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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
$16.1B
2
Vanguard Group
Vanguard Group
Pennsylvania
$49.8B
3
AAMU
Amundi Asset Management US
Massachusetts
$2.26B
4
TCI Fund Management
TCI Fund Management
United Kingdom
$690M
5
Barclays
Barclays
United Kingdom
$865M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$26B
2
Credit Agricole
Credit Agricole
France
$24.5M
3
Bank of America
Bank of America
North Carolina
$6.71B
4
Gates Foundation Trust
Gates Foundation Trust
Washington
$4.11B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$9.14B
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2601
Avalon Capital Management
California
$269K -$11.5K -134 -4%
AIS
2602
AlphaOne Investment Services
Pennsylvania
$266K +$266K +3,115 New
SAS
2603
Stelac Advisory Services
New York
$264K -$6.6K -77 -2%
RCG
2604
Ruggie Capital Group
Florida
$263K +$21.4K +250 +9%
BWM
2605
Brickley Wealth Management
California
$263K +$263K +3,070 New
CM
2606
Capital Management
Virginia
$261K +$4.19K +49 +2%
SPI
2607
Santori & Peters Inc
Pennsylvania
$261K +$261K +2,971 New
EM
2608
Emancipation Management
New York
$260K -$52.6K -700 -17%
CCA
2609
Conservest Capital Advisors
Pennsylvania
$259K +$20.2K +236 +8%
OA
2610
Opes Advisors
California
$259K +$259K +3,025 New
RIA
2611
RPG Investment Advisory
California
$258K -$8.55K -100 -3%
OCAM
2612
Onex Canada Asset Management
Ontario, Canada
$257K – – –
OC
2613
Oakmont Corp
California
$257K – – –
PP
2614
PrairieView Partners
Minnesota
$256K +$256K +2,998 New
VI
2615
Versor Investments
New York
$254K -$254K -2,970 -50%
KB
2616
Kimelman & Baird
New York
$254K +$17.1K +200 +7%
AMG
2617
Asset Management Group
Connecticut
$253K -$15.8K -184 -6%
CCM
2618
Coe Capital Management
Illinois
$252K – – –
LRIC
2619
Long Road Investment Counsel
Michigan
$251K -$17.1K -200 -6%
NC
2620
NewSquare Capital
Pennsylvania
$250K -$9.98M -116,804 -98%
SCM
2621
Stordahl Capital Management
Colorado
$249K +$249K +2,909 New
BCA
2622
Bray Capital Advisors
Florida
$245K -$92.1K -1,075 -27%
CG
2623
CFO4Life Group
Texas
$243K +$12.1K +142 +5%
CAAS
2624
Capital Asset Advisory Services
Michigan
$242K +$3.42K +40 +1%
AA
2625
AlphaMark Advisors
Kentucky
$242K +$12.8K +150 +6%
103 104
105
106 107