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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
1026
Wilbanks Smith & Thomas Asset Management
Virginia
$12.2M -$579K -6,340 -5%
LKIM
1027
Lawson Kroeker Investment Management
Nebraska
$12.2M +$10K +110 +0.1%
FC
1028
Fulcrum Capital
Washington
$12.2M +$273K +2,993 +2%
DP
1029
Dundas Partners
United Kingdom
$12.2M +$12.2M +142,399 New
FNFDCM
1030
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$12.1M -$243K -2,664 -2%
UBV
1031
United Bank (Virginia)
Virginia
$12.1M -$1.09M -11,917 -8%
SIM
1032
Sonora Investment Management
Arizona
$12.1M +$838K +9,183 +7%
NEI
1033
Northwest & Ethical Investments
Ontario, Canada
$12.1M -$5.49M -60,112 -31%
CIA
1034
CCM Investment Advisers
South Carolina
$12.1M -$473K -5,188 -4%
FIB
1035
First Interstate Bank
Montana
$12.1M -$794K -8,694 -6%
BSPF
1036
British Steel Pension Fund
United Kingdom
$12.1M – – –
LM
1037
Lincluden Management
Ontario, Canada
$12.1M -$1.71M -18,710 -12%
CBB
1038
Citizens Business Bank
California
$12.1M -$350K -3,836 -3%
BCA
1039
Bernzott Capital Advisors
California
$12.1M -$281K -3,075 -2%
CVM
1040
Cheviot Value Management
California
$12.1M -$995K -10,896 -8%
CIC
1041
Canal Insurance Company
South Carolina
$12M – – –
PWM
1042
Patriot Wealth Management
Texas
$12M -$814K -8,914 -6%
TWMP
1043
Taylor Wealth Management Partners
Massachusetts
$12M -$861K -9,431 -7%
CA
1044
Clearstead Advisors
Ohio
$12M -$681K -7,457 -5%
CF
1045
CNA Financial
Illinois
$11.9M – – –
RWA
1046
Ropes Wealth Advisors
Massachusetts
$11.9M -$199K -2,177 -2%
VC
1047
Vicus Capital
Pennsylvania
$11.9M -$69.7K -764 -0.6%
WAM
1048
Wealthspire Advisors (Maryland)
Maryland
$11.9M +$210K +2,306 +2%
VST
1049
Van Strum & Towne
California
$11.8M -$183K -2,000 -2%
MMG
1050
Monetary Management Group
Missouri
$11.8M +$12.3K +135 +0.1%
40 41
42
43 44