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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
1001
Peak Asset Management
Colorado
$9.06M -$163K -2,476 -2%
BCP
1002
Blue Chip Partners
Michigan
$9.05M -$82.5K -1,252 -0.9%
PRCM
1003
Pine River Capital Management
Minnesota
$9.04M +$2.73M +41,465 +43%
FIB
1004
First Interstate Bank
Montana
$9.03M -$4.61M -69,959 -34%
RWA
1005
Ropes Wealth Advisors
Massachusetts
$9.01M +$212K +3,225 +2%
ERIM
1006
Eagle Ridge Investment Management
Connecticut
$9.01M -$52.8K -802 -0.6%
CF
1007
CNA Financial
Illinois
$8.99M -$2.44M -36,975 -21%
BCM
1008
BTC Capital Management
Iowa
$8.99M -$594K -9,034 -6%
FSA
1009
Financial Sense Advisors
California
$8.96M +$27.7K +420 +0.3%
FTC
1010
Farmers Trust Company
Ohio
$8.94M -$1.08M -16,438 -11%
IRF
1011
IBM Retirement Fund
New York
$8.92M -$50.4M -605,974 -85%
HR
1012
Howe & Rusling
New York
$8.82M -$116K -1,759 -1%
LAM
1013
Lebenthal Asset Management
New York
$8.82M -$227K -3,454 -3%
IP
1014
Isthmus Partners
Wisconsin
$8.8M -$122K -1,849 -1%
WIS
1015
Wright Investors Service
Connecticut
$8.77M +$354K +5,380 +4%
SCM
1016
Salem Capital Management
Massachusetts
$8.76M -$226K -3,425 -3%
HAIM
1017
Hunter Associates Investment Management
Pennsylvania
$8.73M -$349K -5,302 -4%
CAM
1018
Cubic Asset Management
Massachusetts
$8.72M +$72.4K +1,100 +0.8%
DWT
1019
Dorsey & Whitney Trust
South Dakota
$8.71M +$749K +11,371 +9%
WDA
1020
Wendell David Associates
New Hampshire
$8.68M -$50.4K -765 -0.6%
VV
1021
Verity & Verity
South Carolina
$8.68M +$329K +5,000 +4%
LW
1022
Linscomb Wealth
Texas
$8.66M +$216K +3,272 +3%
TCOT
1023
Trust Company of Toledo
Ohio
$8.65M -$23.5K -357 -0.3%
FVCM
1024
F&V Capital Management
Florida
$8.65M +$150K +2,280 +2%
MC
1025
Middleton & Co
Massachusetts
$8.62M -$396K -6,012 -4%
39 40
41
42 43