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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 %
RIM
1126
Rainier Investment Management
Washington
$6.9M -$1.21M -18,390 -15%
MCM
1127
Monarch Capital Management
Indiana
$6.89M -$239K -3,628 -3%
OSNBOA
1128
Old Second National Bank of Aurora
Illinois
$6.89M -$298K -4,521 -4%
NCM
1129
Novare Capital Management
North Carolina
$6.87M +$152K +2,312 +2%
PAIM
1130
Punch & Associates Investment Management
Minnesota
$6.86M +$43.8K +665 +0.6%
HT
1131
Heritage Trust
Oklahoma
$6.84M +$6.84M +103,906 New
BAM
1132
Boyar Asset Management
New York
$6.82M +$1.93M +29,353 +40%
MCM
1133
McMillion Capital Management
North Carolina
$6.8M -$57.1K -867 -0.8%
LBC
1134
Lawrence B. Cohen
$6.79M -$760K -11,543 -10%
LJHT
1135
Laurie J. Hall Trustee
$6.76M -$502K -7,660 -7%
CT
1136
Coastline Trust
Rhode Island
$6.73M -$306K -4,654 -4%
HKIM
1137
Hayek Kallen Investment Management
Alabama
$6.71M -$164K -2,496 -2%
WKWM
1138
Walter & Keenan Wealth Management
Indiana
$6.69M -$563K -8,552 -8%
RWM
1139
RKL Wealth Management
Pennsylvania
$6.67M -$469K -7,120 -7%
PWW
1140
Pettyjohn Wood & White
Virginia
$6.67M -$133K -2,012 -2%
WS
1141
Wedbush Securities
California
$6.63M +$1.24M +18,896 +23%
IWA
1142
IBEX Wealth Advisors
New Jersey
$6.61M +$220K +3,360 +3%
CS
1143
Central Securities
New York
$6.59M – – –
SFG
1144
SNS Financial Group
Minnesota
$6.58M -$2.67M -40,604 -29%
SB
1145
Simmons Bank
Arkansas
$6.58M +$659 +10 +0%
RWP
1146
RWA Wealth Partners
Massachusetts
$6.56M +$6.32M +95,888 +2,621%
BRWA
1147
B. Riley Wealth Advisors
Florida
$6.5M -$262K -3,976 -4%
ASN
1148
Advisory Services Network
Georgia
$6.5M +$6.5M +98,710 New
ANBT
1149
American National Bank & Trust
Texas
$6.49M -$227K -3,449 -3%
LMIM
1150
Lockheed Martin Investment Management
Maryland
$6.46M +$758K +11,505 +13%
44 45
46
47 48