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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 %
TI
976
TT International
United Kingdom
$8.95M – – –
TFA
977
Toth Financial Advisory
Virginia
$8.92M -$1.18K -19 -0%
MWAC
978
Mariner Wealth Advisors (Cincinnati)
Ohio
$8.87M -$678K -10,910 -7%
SWP
979
Stratos Wealth Partners
Ohio
$8.86M +$1.28M +20,622 +17%
LI
980
Lafayette Investments
Maryland
$8.83M -$1.37M -22,054 -13%
GIM
981
Greystone Investment Management
Ohio
$8.82M -$904K -14,551 -9%
WSCM
982
Wellington Shields Capital Management
New York
$8.81M -$55.1K -886 -0.6%
MIM
983
Marco Investment Management
Georgia
$8.79M -$55.7K -897 -0.6%
AAIM
984
American Assets Investment Management
California
$8.79M -$319K -5,135 -4%
SI
985
SII Investments
Wisconsin
$8.79M -$170K -2,729 -2%
AF
986
Arrow Financial
New York
$8.79M -$61.9K -996 -0.7%
TM
987
Thrax Management
New York
$8.77M +$2.53M +40,653 +40%
AAM
988
Augustine Asset Management
Florida
$8.74M -$3.85M -61,966 -31%
SFG
989
SNS Financial Group
Minnesota
$8.73M +$1.48M +23,759 +20%
AW
990
ACG Wealth
Georgia
$8.72M -$228K -3,668 -3%
NHC
991
Nicholas Hoffman & Company
Georgia
$8.71M +$92.2K +1,474 +1%
PAM
992
Peak Asset Management
Colorado
$8.71M -$339K -5,462 -4%
RIL
993
Rothschild Investment LLC
Illinois
$8.7M -$193K -3,100 -2%
CIC
994
Cutler Investment Counsel
Oregon
$8.68M +$126K +2,034 +1%
BCP
995
Blue Chip Partners
Michigan
$8.62M +$395K +6,351 +5%
PS
996
Pensionfund Sabic
Netherlands
$8.58M – – –
HAIM
997
Hunter Associates Investment Management
Pennsylvania
$8.57M +$25.4K +409 +0.3%
ERIM
998
Eagle Ridge Investment Management
Connecticut
$8.55M +$84.8K +1,365 +1%
NIM
999
Northeast Investment Management
Massachusetts
$8.55M +$1.02M +16,400 +14%
LAM
1000
Lebenthal Asset Management
New York
$8.53M +$86.6K +1,393 +1%
38 39
40
41 42