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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 %
AAM
1076
Ardevora Asset Management
United Kingdom
$4.53M +$1.55M +35,000 +52%
CWP
1077
Capital Wealth Planning
Florida
$4.52M -$839K -18,815 -16%
Nomura Holdings
1078
Nomura Holdings
Japan
$4.51M -$9.97M -227,350 -69%
DT
1079
Diversified Trust
Tennessee
$4.49M -$3.85K -87 -0.1%
RWM
1080
Rench Wealth Management
Texas
$4.47M -$229K -5,165 -5%
KFC
1081
Klingenstein Fields & Co
New York
$4.44M -$869K -19,627 -16%
TNBTD
1082
Trustmark National Bank Trust Department
Mississippi
$4.44M -$37.6K -850 -0.8%
ORI
1083
Oak Ridge Investments
Illinois
$4.4M -$72.2K -1,631 -2%
GCM
1084
Gibraltar Capital Management
Oklahoma
$4.38M -$346K -7,824 -7%
VC
1085
Vestor Capital
Illinois
$4.38M -$66.2K -1,496 -1%
HC
1086
HHG & Company
Connecticut
$4.38M +$44.1K +996 +1%
CPH
1087
C Partners Holding
Switzerland
$4.32M – – –
RDM
1088
Retirement Design & Management
Connecticut
$4.32M +$33.4K +755 +0.8%
CCA
1089
Checchi Capital Advisers
California
$4.26M +$202K +4,572 +5%
HIM
1090
Harbour Investment Management
Washington
$4.25M -$9.52K -215 -0.2%
M
1091
MOTCO
Texas
$4.25M -$46.7K -1,054 -1%
PCTC
1092
Perkins Coie Trust Company
Washington
$4.25M +$162K +3,655 +4%
MA
1093
Marshwinds Advisory
Georgia
$4.21M +$43.5K +984 +1%
MPAM
1094
Murphy Pohlad Asset Management
Minnesota
$4.2M -$13.9K -315 -0.3%
AFM
1095
Anson Funds Management
Texas
$4.2M – – –
VHAM
1096
Van Hulzen Asset Management
California
$4.19M -$79.1K -1,788 -2%
PL
1097
Parkwood LLC
Ohio
$4.19M -$557K -12,575 -12%
GKFF
1098
George Kaiser Family Foundation
Oklahoma
$4.18M +$66.4K +1,500 +2%
ECM
1099
ETrade Capital Management
Virginia
$4.18M +$247K +5,573 +6%
FWCM
1100
First Western Capital Management
California
$4.18M +$419K +9,464 +11%
42 43
44
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