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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
1001
American Assets Investment Management
California
$10M – – –
BCM
1002
BTC Capital Management
Iowa
$9.98M -$233K -3,133 -2%
OCM
1003
Oribel Capital Management
New York
$9.98M +$2.23M +29,900 +29%
WCMN
1004
Westchester Capital Management (Nebraska)
Nebraska
$9.95M +$85.3K +1,145 +0.9%
BC
1005
Brinker Capital
Pennsylvania
$9.92M -$117K -1,571 -1%
LSA
1006
L & S Advisors
California
$9.92M -$1.53M -20,558 -13%
MA
1007
Montag & Associates
Georgia
$9.89M -$51.4K -690 -0.5%
PAM
1008
Peak Asset Management
Colorado
$9.86M -$166K -2,226 -2%
ZCA
1009
Zeke Capital Advisors
Pennsylvania
$9.78M +$4.49M +60,264 +85%
DWT
1010
Dorsey & Whitney Trust
South Dakota
$9.78M -$17.1K -230 -0.2%
LC
1011
Loews Corp
New York
$9.76M – – –
DLCIG
1012
D.L. Carlson Investment Group
New Hampshire
$9.75M -$951K -12,768 -9%
HAIM
1013
Hunter Associates Investment Management
Pennsylvania
$9.74M -$14.4K -193 -0.1%
BDWM
1014
Brewin Dolphin Wealth Management
Ireland
$9.72M +$9.72M +130,422 New
MIM
1015
Marco Investment Management
Georgia
$9.68M -$290K -3,895 -3%
LW
1016
Linscomb Wealth
Texas
$9.68M +$177K +2,370 +2%
SGI
1017
Summit Global Investments
Utah
$9.68M +$4.86M +65,227 +101%
NCM
1018
Narwhal Capital Management
Georgia
$9.67M -$723K -9,700 -7%
PNAA
1019
Pictet North America Advisors
Switzerland
$9.67M -$306K -4,110 -3%
GC
1020
Grace Capital
Massachusetts
$9.65M +$1.11M +14,958 +13%
SCM
1021
Salem Capital Management
Massachusetts
$9.64M -$209K -2,800 -2%
MMG
1022
Monetary Management Group
Missouri
$9.56M +$1.55M +20,790 +19%
WDA
1023
Wendell David Associates
New Hampshire
$9.56M -$67K -900 -0.7%
CFSG
1024
Community Financial Services Group
Vermont
$9.56M +$88.7K +1,191 +0.9%
WF
1025
WealthTrust Fairport
Ohio
$9.55M +$61.9K +831 +0.7%
39 40
41
42 43