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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1151
Oxbow Advisors
Texas
$9.48M +$290K +3,176 +3%
SCM
1152
Stonebridge Capital Management
California
$9.47M -$151K -1,619 -2%
PIM
1153
Penobscot Investment Management
Massachusetts
$9.46M +$2.15M +23,575 +29%
KAS
1154
Kemnay Advisory Services
New York
$9.44M -$2.15M -23,510 -19%
IWA
1155
IBEX Wealth Advisors
New Jersey
$9.41M +$38.2K +431 +0.4%
MAM
1156
Marketfield Asset Management
New York
$9.4M +$682K +7,471 +8%
RSVP
1157
Ramsay Stattman Vela & Price
Colorado
$9.38M -$356K -3,896 -4%
JFGIW
1158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.37M -$3.38K -37 -0%
VFA
1159
Valeo Financial Advisors
Indiana
$9.32M -$1.27M -13,876 -12%
JGUA
1160
John G. Ullman & Associates
New York
$9.31M -$83.6K -916 -0.9%
CB
1161
Chemical Bank
Michigan
$9.31M +$23K +252 +0.2%
TCM
1162
Thames Capital Management
New Jersey
$9.31M +$9.31M +102,020 New
IP
1163
Isthmus Partners
Wisconsin
$9.3M -$686K -7,517 -7%
YL
1164
YCG LLC
Texas
$9.28M -$880K -9,744 -9%
VW
1165
Vantage Wealth
California
$9.28M -$1.87M -20,470 -17%
FWM
1166
Frontier Wealth Management
Missouri
$9.28M +$2.6M +28,516 +39%
JWM
1167
Jackson Wealth Management
Florida
$9.27M -$688K -7,450 -7%
FMT
1168
First Mercantile Trust
Tennessee
$9.27M +$329K +3,606 +4%
AP
1169
Appleton Partners
Massachusetts
$9.24M +$4.02K +44 +0%
HIC
1170
Hartline Investment Corp
Illinois
$9.23M +$1.43M +15,685 +18%
TFA
1171
Transamerica Financial Advisors
Florida
$9.23M +$1.98M +21,733 +27%
T2I
1172
Turim 21 Investimentos
Brazil
$9.23M +$327K +3,583 +4%
PL
1173
Parkwood LLC
Ohio
$9.22M +$1.18M +12,956 +15%
CG
1174
Caprock Group
Idaho
$9.21M -$207K -2,273 -2%
NWM
1175
Nicola Wealth Management
British Columbia, Canada
$9.2M +$9.2M +100,760 New
45 46
47
48 49