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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
976
Old Second National Bank of Aurora
Illinois
$5.59M -$16.3K -368 -0.3%
RSVP
977
Ramsay Stattman Vela & Price
Colorado
$5.57M +$96.6K +2,182 +2%
FM
978
Family Management
New York
$5.56M +$507K +11,450 +10%
SIM
979
Sterling Investment Management
Arizona
$5.55M +$90.3K +2,041 +2%
TCOV
980
Trust Company of Vermont
Vermont
$5.55M +$69K +1,560 +1%
BFA
981
Benedict Financial Advisors
Georgia
$5.55M +$25.9K +585 +0.5%
AP
982
Advisor Partners
California
$5.53M +$368K +8,315 +7%
DHFB
983
Dixon Hubard Feinour & Brown
Virginia
$5.52M +$135K +3,052 +3%
MCM
984
Monarch Capital Management
Indiana
$5.52M -$70K -1,581 -1%
JGUA
985
John G. Ullman & Associates
New York
$5.48M -$264K -5,970 -5%
ACM
986
Argyle Capital Management
Pennsylvania
$5.48M +$183K +4,145 +3%
FCMC
987
Founders Capital Management (Connecticut)
Connecticut
$5.47M -$4.25K -96 -0.1%
SFA
988
Staton Financial Advisors
North Carolina
$5.44M -$450K -10,170 -8%
NP
989
NS Partners
United Kingdom
$5.44M -$102K -2,310 -2%
HAM
990
Highstreet Asset Management
Ontario, Canada
$5.44M -$314K -7,093 -5%
DG
991
Davidson & Garrard
Virginia
$5.4M +$48.5K +1,096 +0.9%
BCP
992
Blue Chip Partners
Michigan
$5.37M +$285K +6,433 +6%
NA
993
Navellier & Associates
Nevada
$5.36M +$63.2K +1,429 +1%
SHA
994
Smith Hayes Advisers
Nebraska
$5.35M +$2.04M +46,209 +62%
FSA
995
Franklin Street Advisors
North Carolina
$5.34M +$201K +4,540 +4%
MBTD
996
Mechanics Bank - Trust Department
California
$5.32M -$1.84M -41,519 -26%
CCM
997
Century Capital Management
Massachusetts
$5.31M +$1.04M +23,509 +24%
TFA
998
Toth Financial Advisory
Virginia
$5.3M -$12.7K -287 -0.2%
HKIM
999
Hayek Kallen Investment Management
Alabama
$5.3M -$75.1K -1,697 -1%
BIC
1000
Beach Investment Counsel
Pennsylvania
$5.3M -$1.18M -26,679 -18%
38 39
40
41 42