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Microsoft
MSFT

Overview Fund Activity

2,842 hedge funds and large institutions have $643B invested in Microsoft in 2018 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 1,097 increasing their positions, 1,398 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,842
Holders Change
+32
Holders Change %
+1.14%
% of All Funds
65.08%
Holding in Top 10
1,374
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+6.59%
% of All Funds
31.46%
New
113
Increased
1,097
Reduced
1,398
Closed
58
Calls
$5.79B
Puts
$6.74B
Net Calls
-$949M
Net Calls Change
-$412M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$7.25B
2
State Street
State Street
Massachusetts
+$1.91B
3
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.38B
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.2B
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.01B

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$7.62B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.33B
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$1.08B
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$915M
5
Franklin Resources
Franklin Resources
California
-$773M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGP
676
Foyston, Gordon, & Payne
Ontario, Canada
$35.1M -$1.65M -14,444 -4%
LMGAM
677
Liberty Mutual Group Asset Management
Massachusetts
$35.1M – – –
QI
678
QV Investors
Alberta, Canada
$35M -$11.1M -96,840 -24%
CCM
679
Compass Capital Management
Minnesota
$35M -$1.18M -10,339 -3%
BA
680
Bristlecone Advisors
Washington
$34.9M +$4.1M +35,832 +13%
FAAS
681
First Allied Advisory Services
California
$34.8M +$1.8M +15,766 +5%
AAM
682
AMI Asset Management
California
$34.5M +$10.7M +93,319 +45%
CAPTRUST Financial Advisors
683
CAPTRUST Financial Advisors
North Carolina
$34.5M +$9.07M +79,303 +36%
CWM
684
Cornerstone Wealth Management
Missouri
$34.4M -$13.6M -1,037,269 -28%
ACA
685
Anchor Capital Advisors
Massachusetts
$34.4M -$1.09M -9,515 -3%
ACM
686
Altimeter Capital Management
Massachusetts
$34.3M +$2.88M +25,200 +9%
IC
687
InterOcean Capital
Illinois
$34.1M -$199K -1,744 -0.6%
MLL
688
Moody Lynn & Lieberson
Massachusetts
$34M -$256K -2,239 -0.7%
GC
689
Guardian Capital
Ontario, Canada
$33.9M -$352K -3,079 -1%
NG
690
NatWest Group
United Kingdom
$33.9M -$3.44M -30,060 -9%
CGI
691
CI Global Investments
California
$33.8M -$7.39M -64,658 -18%
SIM
692
Stelliam Investment Management
New York
$33.7M -$4.35M -38,000 -11%
RBA
693
Richard Bernstein Advisors
New York
$33.7M – – –
CNAM
694
Campbell Newman Asset Management
Wisconsin
$33.6M -$426K -3,725 -1%
KWILP
695
Kiwi Wealth Investments Limited Partnership
New Zealand
$33.4M -$8.35M -72,973 -20%
FIM
696
Frontier Investment Management
Texas
$33.4M -$3.58M -31,308 -10%
MCM
697
Maryland Capital Management
Maryland
$33.2M -$2.46M -21,537 -7%
TBA
698
Tower Bridge Advisors
Pennsylvania
$33.2M -$102K -889 -0.3%
CF
699
Cypress Funds
California
$33.1M – – –
HT
700
HighTower Trust
Texas
$33M -$78.9K -690 -0.2%
26 27
28
29 30