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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
826
Tufton Capital Management
Maryland
$12.7M -$262K -4,216 -2%
FHAM
827
Folger Hill Asset Management
New York
$12.7M +$12.7M +204,500 New
FFIC
828
First Fiduciary Investment Counsel
Ohio
$12.7M +$265K +4,261 +2%
FBB
829
Fulton Breakefield Broenniman
Maryland
$12.6M -$55.4K -892 -0.4%
OA
830
Oak Associates
Ohio
$12.6M +$2.97M +47,801 +31%
LC
831
Loews Corp
New York
$12.5M -$4.35M -70,000 -26%
JC
832
JBF Capital
Colorado
$12.4M – – –
GCM
833
Gabalex Capital Management
New York
$12.4M – – –
LKIM
834
Lawson Kroeker Investment Management
Nebraska
$12.4M -$3.64M -58,507 -23%
AC
835
Addenda Capital
Quebec, Canada
$12.4M +$697K +11,280 +6%
HBWM
836
Hollow Brook Wealth Management
New York
$12.4M +$57.5K +926 +0.5%
NRS
837
Neville Rodie & Shaw
New York
$12.3M +$467K +7,521 +4%
LRPA
838
L. Roy Papp & Associates
Arizona
$12.3M +$550K +8,843 +5%
CCFCSB
839
Cape Cod Five Cents Savings Bank
Massachusetts
$12.2M +$53.4K +859 +0.4%
Cohen & Steers
840
Cohen & Steers
New York
$12.2M – – –
CA
841
CapWealth Advisors
Tennessee
$12.2M +$277K +4,458 +2%
BCM
842
Buckhead Capital Management
Georgia
$12.2M -$1.46M -23,455 -11%
DSI
843
Daiwa SB Investments
Japan
$12.2M -$28K -450 -0.2%
BFS
844
Baskin Financial Services
Ontario, Canada
$12.2M +$265K +4,262 +2%
LNWWM
845
Laird Norton Wetherby Wealth Management
California
$12.1M -$256K -4,127 -2%
AC
846
Allstate Corporation
Illinois
$12.1M +$6.32M +101,656 +110%
JMFC
847
J.M. Forbes & Co
Massachusetts
$12.1M -$53.7K -865 -0.4%
UFF
848
USA Financial Formulas
Michigan
$12.1M +$12.1M +194,162 New
EBSAM
849
Eubel Brady & Suttman Asset Management
Ohio
$12M -$405K -6,512 -3%
AF
850
Alerus Financial
North Dakota
$12M -$140K -2,245 -1%
32 33
34
35 36