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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
2601
Portfolio Strategies
New York
$337K +$639 +7 +0.2%
PA
2602
PFG Advisors
Arizona
$333K +$104K +1,143 +46%
ACP
2603
Arcus Capital Partners
Georgia
$331K -$100K -1,100 -23%
RAM
2604
Riggs Asset Management
Pennsylvania
$330K – – –
SCA
2605
Strategic Capital Advisers
Colorado
$328K – – –
CAAS
2606
Capital Asset Advisory Services
Michigan
$328K +$70.1K +768 +27%
HA
2607
Hays Advisory
Tennessee
$327K -$167K -1,828 -34%
LCM
2608
Lucas Capital Management
New Jersey
$327K -$118K -1,300 -27%
AWA
2609
Alaska Wealth Advisors
Alaska
$326K -$22.9K -251 -7%
LFR
2610
Lehman Financial Resources
Pennsylvania
$324K -$18.3K -200 -5%
EARNEST Partners
2611
EARNEST Partners
Georgia
$324K – – –
PSF
2612
Pacific Sun Financial
California
$322K -$23K -252 -7%
PCA
2613
Peddock Capital Advisors
Massachusetts
$322K +$1.09K +12 +0.3%
BBP
2614
Banco BTG Pactual
Brazil
$321K -$244K -2,666 -43%
DWM
2615
Dorchester Wealth Management
Quebec, Canada
$320K – – –
SDWMA
2616
Schneider Downs Wealth Management Advisors
Pennsylvania
$320K +$77.1K +844 +32%
GAAM
2617
Guinness Atkinson Asset Management
California
$317K – – –
CCM
2618
Carderock Capital Management
Maryland
$316K -$49.7K -545 -14%
FFW
2619
Fusion Family Wealth
New York
$316K +$91 +1 +0%
BFG
2620
Barber Financial Group
Kansas
$315K -$140K -1,537 -31%
IAM
2621
Integre Asset Management
New York
$315K -$63.1K -690 -17%
AWMG
2622
Alliance Wealth Management Group
New Jersey
$315K +$100K +1,097 +47%
ML
2623
McAdam LLC
Pennsylvania
$315K +$315K +3,454 New
DFIG
2624
Dragon Financial & Investment Group
California
$314K +$314K +3,445 New
I2I
2625
Insight 2811 Inc
Illinois
$313K -$13.1K -143 -4%
103 104
105
106 107