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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
1076
Wealthstreet Investment Advisors
Texas
$10.4M +$10.4M +121,033 New
LC
1077
Loews Corp
New York
$10.4M -$855K -10,000 -8%
CC
1078
Cadinha & Co
Hawaii
$10.3M -$152K -1,781 -1%
TSW
1079
Thompson Siegel & Walmsley
Virginia
$10.3M -$46.3K -541 -0.4%
FAT
1080
First American Trust
California
$10.3M -$69.5K -812 -0.7%
SB
1081
Simmons Bank
Arkansas
$10.3M -$197K -2,306 -2%
OCM
1082
Oakwood Capital Management
California
$10.3M -$327K -3,826 -3%
CEI
1083
Clark Estates Inc
New York
$10.2M – – –
DIS
1084
Diversified Investment Strategies
Louisiana
$10.2M -$215K -2,515 -2%
AF
1085
Arrow Financial
New York
$10.2M -$191K -2,235 -2%
KPCM
1086
Kings Point Capital Management
New York
$10.2M +$189K +2,212 +2%
SCM
1087
Salem Capital Management
Massachusetts
$10.1M -$936K -10,940 -8%
MIM
1088
Marco Investment Management
Georgia
$10.1M -$1.04M -12,216 -9%
CAM
1089
Cypress Asset Management
Texas
$10.1M -$106K -1,240 -1%
GIM
1090
Grassi Investment Management
California
$10.1M +$499K +5,833 +5%
LDB
1091
Lee, Danner & Bass
Tennessee
$10M -$88.8K -1,038 -0.9%
EVM
1092
Evelyn V. Moreno
$10M -$486K -5,687 -5%
EBSAM
1093
Eubel Brady & Suttman Asset Management
Ohio
$9.93M -$500K -5,840 -5%
BPM
1094
Bowling Portfolio Management
Ohio
$9.93M +$229K +2,681 +2%
VFA
1095
Valeo Financial Advisors
Indiana
$9.92M +$1.15M +13,449 +13%
CNBT
1096
Canandaigua National Bank & Trust
New York
$9.9M -$102K -1,193 -1%
SDJVC
1097
St. Denis J. Villere & Co
Louisiana
$9.9M -$145K -1,693 -1%
NSIM
1098
North Star Investment Management
Illinois
$9.9M -$8.21K -96 -0.1%
NC
1099
NBW Capital
Massachusetts
$9.88M -$274K -3,201 -3%
GWM
1100
Geneos Wealth Management
Colorado
$9.87M +$202K +2,362 +2%
42 43
44
45 46