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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
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
901
Jafra Capital Management
New York
$14.3M +$1.41M +16,519 +11%
CCFCSB
902
Cape Cod Five Cents Savings Bank
Massachusetts
$14.3M -$812K -9,490 -5%
JMFC
903
J.M. Forbes & Co
Massachusetts
$14.3M -$1.96M -22,902 -12%
PP
904
PDT Partners
New York
$14.3M +$4.25M +49,704 +42%
AC
905
AFAM Capital
Texas
$14.3M -$164K -1,917 -1%
BFA
906
Bragg Financial Advisors
North Carolina
$14.2M -$51.3K -600 -0.4%
GC
907
Grimes & Company
Massachusetts
$14.2M +$348K +4,072 +3%
DY
908
Dowling & Yahnke
California
$14.2M -$326K -3,809 -2%
MA
909
Montag & Associates
Georgia
$14.2M +$2.81M +32,890 +25%
IA
910
IFP Advisors
Florida
$14.2M -$5.92M -69,171 -29%
UR
911
USCA RIA
Texas
$14.1M -$1.82M -21,236 -11%
PAM
912
Pagoda Asset Management
New York
$14.1M +$14.1M +164,770 New
MWAC
913
Mariner Wealth Advisors (Cincinnati)
Ohio
$14.1M +$1.44M +16,887 +11%
CIC
914
Cutler Investment Counsel
Oregon
$14M +$92.3K +1,079 +0.7%
SFG
915
Sather Financial Group
Texas
$14M -$106K -1,237 -0.7%
AFG
916
Albion Financial Group
Utah
$14M -$150K -1,749 -1%
SWP
917
Stratos Wealth Partners
Ohio
$14M -$530K -6,193 -4%
PPCM
918
Pillar Pacific Capital Management
California
$14M +$2.14K +25 +0%
AC
919
Addenda Capital
Quebec, Canada
$13.9M -$863K -10,085 -6%
BAS
920
Brown Advisory Securities
Maryland
$13.9M +$1.85M +21,628 +15%
GHA
921
GW Henssler & Associates
Georgia
$13.8M -$848K -9,911 -6%
JA
922
JLB & Associates
Michigan
$13.7M +$673K +7,864 +5%
ZDA
923
Zweig-DiMenna Associates
New York
$13.7M +$590K +6,893 +4%
SIM
924
SRS Investment Management
New York
$13.7M -$40.9M -478,168 -75%
AAM
925
Auxier Asset Management
Oregon
$13.7M -$492K -5,750 -3%
35 36
37
38 39