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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 %
HAIM
1051
Hunter Associates Investment Management
Pennsylvania
$11.7M -$21.9K -240 -0.2%
BCM
1052
Buckhead Capital Management
Georgia
$11.7M +$45.9K +503 +0.4%
SPC
1053
Sigma Planning Corp
Michigan
$11.7M +$99K +1,085 +0.9%
FFWA
1054
FRG Family Wealth Advisors
Washington
$11.7M +$194K +2,130 +2%
KFS
1055
Kurt F. Somerville
$11.7M -$421K -4,611 -3%
WCMN
1056
Westchester Capital Management (Nebraska)
Nebraska
$11.7M -$493K -5,397 -4%
BDWM
1057
Brewin Dolphin Wealth Management
Ireland
$11.7M -$64.8K -710 -0.6%
PDN
1058
Pensionfund DSM Netherlands
Netherlands
$11.7M -$7.58M -83,000 -39%
PAS
1059
Professional Advisory Services
Florida
$11.6M +$10.9M +119,338 +1,585%
AIM
1060
Assured Investment Management
New York
$11.6M +$10.3M +113,377 +848%
LW
1061
Linscomb Wealth
Texas
$11.6M -$437K -4,783 -4%
WB
1062
Webster Bank
Connecticut
$11.6M -$42.7K -468 -0.4%
WF
1063
WealthTrust Fairport
Ohio
$11.6M +$89.8K +984 +0.8%
VV
1064
Verity & Verity
South Carolina
$11.6M -$23.5K -258 -0.2%
WIS
1065
Wright Investors Service
Connecticut
$11.5M -$2.09M -22,846 -15%
Hudson Bay Capital Management
1066
Hudson Bay Capital Management
Connecticut
$11.5M +$11.5M +125,620 New
CFSG
1067
Community Financial Services Group
Vermont
$11.4M -$194K -2,130 -2%
PTC
1068
Private Trust Company
Ohio
$11.4M +$193K +2,112 +2%
KPCM
1069
Kings Point Capital Management
New York
$11.4M +$581K +6,371 +5%
PJSIMP
1070
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.4M +$77.4K +848 +0.7%
RIL
1071
Rothschild Investment LLC
Illinois
$11.4M -$1.83M -20,056 -14%
AAIM
1072
American Assets Investment Management
California
$11.3M -$25.6K -280 -0.2%
HTHT
1073
Hemenway Trust Hemenway Trust
New Hampshire
$11.3M -$93.5K -1,025 -0.8%
GIM
1074
Greystone Investment Management
Ohio
$11.3M -$1.19M -13,051 -10%
GP
1075
Girard Partners
Pennsylvania
$11.3M -$24.2K -265 -0.2%
41 42
43
44 45