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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 %
HCM
901
Hutchinson Capital Management
California
$10.8M -$244K -3,933 -2%
CF
902
CNA Financial
Illinois
$10.8M – – –
1SB
903
1ST Source Bank
Indiana
$10.7M +$192K +3,083 +2%
JA
904
JLB & Associates
Michigan
$10.7M -$76.8K -1,236 -0.7%
GIP
905
Greatmark Investment Partners
Georgia
$10.7M -$591K -9,517 -5%
KLC
906
Knowledge Leaders Capital
Colorado
$10.7M +$1.07M +17,201 +11%
CIS
907
Connors Investor Services
Pennsylvania
$10.7M +$109K +1,753 +1%
DY
908
Dowling & Yahnke
California
$10.6M -$90.4K -1,454 -0.8%
NSEDCP
909
NJ State Employees Deferred Compensation Plan
New Jersey
$10.6M -$932K -15,000 -8%
JC
910
Jacobs & Co
California
$10.6M +$19.9K +320 +0.2%
MCM
911
McRae Capital Management
New Jersey
$10.6M +$148K +2,377 +1%
SCA
912
Stillwater Capital Advisors
Pennsylvania
$10.5M +$9.7M +156,037 +1,163%
1IA
913
1834 Investment Advisors
Wisconsin
$10.5M -$92.8K -1,493 -0.9%
GCA
914
Guardian Capital Advisors
Ontario, Canada
$10.5M -$129K -2,070 -1%
BHTS
915
Bar Harbor Trust Services
Maine
$10.5M -$184K -2,968 -2%
CCT
916
Chemung Canal Trust
New York
$10.5M -$106K -1,712 -1%
LBC
917
Lowe Brockenbrough & Co
Virginia
$10.5M -$159K -2,561 -1%
SFS
918
Sowell Financial Services
Arkansas
$10.4M +$10.4M +161,828 New
AT
919
Arden Trust
Delaware
$10.4M -$353K -5,687 -3%
UR
920
USCA RIA
Texas
$10.4M -$868K -13,969 -8%
AFG
921
Albion Financial Group
Utah
$10.4M -$1.99K -32 -0%
SBSB
922
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.4M -$568K -9,134 -5%
BCA
923
Bernzott Capital Advisors
California
$10.4M +$151K +2,430 +1%
SIP
924
Stoneridge Investment Partners
Pennsylvania
$10.4M +$3.72M +59,789 +56%
FMBTD
925
First Midwest Bank Trust Division
Illinois
$10.3M +$141K +2,261 +1%
35 36
37
38 39