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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 %
CDH
1051
Charles D. Hyman
$4.8M -$22.1K -500 -0.5%
BWAM
1052
Boyd Watterson Asset Management
Ohio
$4.8M +$32K +722 +0.7%
SCM
1053
Sterneck Capital Management
Missouri
$4.79M +$37K +837 +0.8%
BOTW
1054
Bank of the West
California
$4.75M -$136K -3,069 -3%
WKWM
1055
Walter & Keenan Wealth Management
Indiana
$4.74M +$159K +3,600 +3%
AHC
1056
Adell Harriman & Carpenter
Texas
$4.74M +$304K +6,865 +7%
CIA
1057
Choate Investment Advisors
Massachusetts
$4.72M -$440K -9,948 -9%
PP
1058
PDT Partners
New York
$4.72M -$15.9M -359,275 -77%
EDRE
1059
Edmond de Rothschild (Europe)
Luxembourg
$4.7M -$276K -6,232 -6%
LBC
1060
Lawrence B. Cohen
$4.68M +$23.7K +535 +0.5%
LIM
1061
Loudon Investment Management
New Hampshire
$4.68M +$40.4K +912 +0.9%
GSBTD
1062
Glenview State Bank Trust Department
Illinois
$4.67M -$115K -2,600 -2%
PRC
1063
Platte River Capital
Colorado
$4.65M -$1.44M -32,526 -24%
MCM
1064
MAI Capital Management
Ohio
$4.64M +$2.84M +64,203 +158%
HI
1065
Hendershot Investments
Virginia
$4.64M +$10.7K +242 +0.2%
BFO
1066
Boston Family Office
Massachusetts
$4.62M +$17.4K +392 +0.4%
W
1067
Wealthfront
California
$4.61M +$1.68M +37,983 +57%
AMAL
1068
Asset Management Advisors LLC
Oklahoma
$4.6M -$20.1K -455 -0.4%
WTB
1069
Washington Trust Bank
Washington
$4.6M +$7.61K +172 +0.2%
KFP
1070
Keystone Financial Planning
Ohio
$4.59M -$391K -8,828 -8%
WB
1071
Webster Bank
Connecticut
$4.57M +$2.7K +61 +0.1%
GAM
1072
Guinness Asset Management
United Kingdom
$4.57M – – –
SA
1073
Steadfast Advisors
New York
$4.57M +$322K +7,266 +8%
CIM
1074
CenturyLink Investment Management
Colorado
$4.55M -$129K -2,914 -3%
PWW
1075
Pettyjohn Wood & White
Virginia
$4.53M +$78.4K +1,772 +2%
41 42
43
44 45