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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
1126
Hayek Kallen Investment Management
Alabama
$6.49M -$199K -3,196 -3%
HEIP
1127
Hudson Edge Investment Partners
New Jersey
$6.47M -$3.63M -58,411 -36%
MCM
1128
McMillion Capital Management
North Carolina
$6.47M -$23.6K -379 -0.4%
GWM
1129
Greenwich Wealth Management
Connecticut
$6.46M +$14.3K +230 +0.2%
GCM
1130
Garland Capital Management
Washington
$6.44M -$83.9K -1,350 -1%
PAIM
1131
Punch & Associates Investment Management
Minnesota
$6.43M +$31.4K +505 +0.5%
WIM
1132
Wittenberg Investment Management
Massachusetts
$6.43M +$6.43M +103,475 New
BIA
1133
Barry Investment Advisors
Massachusetts
$6.42M -$296K -4,757 -4%
PWW
1134
Pettyjohn Wood & White
Virginia
$6.42M -$166K -2,670 -3%
WAM
1135
Wealthspire Advisors (Maryland)
Maryland
$6.4M -$153K -2,470 -2%
BRWA
1136
B. Riley Wealth Advisors
Florida
$6.39M -$94.9K -1,526 -1%
GWM
1137
Geneos Wealth Management
Colorado
$6.37M -$373K -5,998 -6%
CIP
1138
Convergence Investment Partners
Florida
$6.36M -$706K -11,356 -10%
LG
1139
LaFleur & Godfrey
Michigan
$6.34M +$158K +2,545 +3%
ANBT
1140
American National Bank & Trust
Texas
$6.34M +$79.1K +1,273 +1%
NCM
1141
Novare Capital Management
North Carolina
$6.34M +$695K +11,189 +12%
MHS
1142
M Holdings Securities
Oregon
$6.29M +$2.85M +25,441 +83%
GP
1143
Girard Partners
Pennsylvania
$6.28M +$100K +1,614 +2%
BWM
1144
Braver Wealth Management
Massachusetts
$6.25M +$94.3K +1,517 +2%
WMSA
1145
Weiss Multi-Strategy Advisers
New York
$6.22M +$6.22M +100,153 New
CS
1146
Central Securities
New York
$6.21M – – –
SB
1147
Simmons Bank
Arkansas
$6.21M +$349K +5,618 +6%
ID
1148
Integral Derivatives
New York
$6.17M +$6.17M +99,342 New
HRC
1149
Hoertkorn Richard Charles
$6.17M -$54.4K -875 -0.9%
PCTC
1150
Perkins Coie Trust Company
Washington
$6.16M -$173K -2,791 -3%
44 45
46
47 48