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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
1101
Steward Partners Investment Advisory
New York
$7.28M +$2.78M +42,176 +62%
BCM
1102
Blume Capital Management
California
$7.28M -$510K -7,750 -7%
SSP
1103
Sapphire Star Partners
Washington
$7.26M -$715K -10,854 -9%
JAM
1104
JW Asset Management
Florida
$7.25M +$3.29M +50,000 +83%
WTB
1105
Washington Trust Bank
Washington
$7.23M +$268K +4,073 +4%
MBTD
1106
Mechanics Bank - Trust Department
California
$7.21M -$725K -11,013 -9%
FCH
1107
Freestone Capital Holdings
Washington
$7.21M +$102K +1,546 +1%
FAT
1108
First American Trust
California
$7.17M -$165K -2,509 -2%
LCC
1109
Lincoln Capital Corp
Rhode Island
$7.17M -$209K -3,173 -3%
DG
1110
Davidson & Garrard
Virginia
$7.16M +$12.6K +191 +0.2%
WAM
1111
Wealthspire Advisors (Maryland)
Maryland
$7.14M +$357K +5,417 +5%
MC
1112
Moors & Cabot
Massachusetts
$7.13M -$181K -2,749 -2%
GIM
1113
Goelzer Investment Management
Indiana
$7.09M -$1.62M -24,610 -19%
GWM
1114
Geneos Wealth Management
Colorado
$7.07M +$314K +4,763 +5%
MMG
1115
Monetary Management Group
Missouri
$7.06M +$84K +1,275 +1%
TCM
1116
Tradition Capital Management
New Jersey
$7.06M -$1.44M -21,819 -17%
JGUA
1117
John G. Ullman & Associates
New York
$7.04M -$130K -1,975 -2%
FG
1118
Fiduciary Group
Georgia
$6.99M +$638K +9,686 +10%
WCM
1119
Weik Capital Management
Pennsylvania
$6.99M -$37.5K -570 -0.5%
TFA
1120
Transamerica Financial Advisors
Florida
$6.96M -$40.1K -609 -0.6%
GWM
1121
Greenwich Wealth Management
Connecticut
$6.96M +$105K +1,596 +2%
NA
1122
Navellier & Associates
Nevada
$6.96M -$530K -8,051 -7%
SCM
1123
Stonebridge Capital Management
California
$6.94M -$626K -9,500 -8%
FAM
1124
Foresters Asset Management
Ontario, Canada
$6.94M -$605K -6,900 -8%
RFM
1125
Royal Fund Management
Florida
$6.92M +$623K +9,467 +10%
43 44
45
46 47