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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 %
SNT
1201
Security National Trust
West Virginia
$5.44M +$29.2K +470 +0.5%
CPA
1202
Court Place Advisors
Maryland
$5.44M -$46.2K -743 -0.8%
PCMI
1203
Princeton Capital Management Inc
New Jersey
$5.42M -$60K -965 -1%
FM
1204
Family Management
New York
$5.41M -$349K -5,620 -6%
MBI
1205
Montrusco Bolton Investments
Quebec, Canada
$5.39M -$523K -8,412 -9%
AWM
1206
Altavista Wealth Management
North Carolina
$5.38M +$64.6K +1,040 +1%
AOWM
1207
Alpha Omega Wealth Management
Virginia
$5.38M +$270K +4,342 +5%
TF
1208
Tompkins Financial
New York
$5.38M -$131K -2,103 -2%
LMIM
1209
Lockheed Martin Investment Management
Maryland
$5.38M +$1.71M +27,500 +47%
PTB
1210
Pioneer Trust Bank
Oregon
$5.36M +$144K +2,315 +3%
PLFAM
1211
Pineno Levin & Ford Asset Management
Virginia
$5.36M -$20.5K -330 -0.4%
IAM
1212
Integre Asset Management
New York
$5.36M -$428K -6,895 -7%
RW
1213
Rand Wealth
Maryland
$5.36M -$28.7K -462 -0.5%
EGA
1214
Eagle Global Advisors
Texas
$5.35M -$7.71K -124 -0.1%
FAM
1215
Foresters Asset Management
Ontario, Canada
$5.34M -$342K -5,500 -6%
OA
1216
Oxbow Advisors
Texas
$5.31M -$2.07M -33,390 -28%
WPIC
1217
White Pine Investment Company
Michigan
$5.31M -$32.3K -520 -0.6%
BOTW
1218
Bank of the West
California
$5.3M -$579K -9,318 -10%
MCA
1219
Mercer Capital Advisers
New Jersey
$5.29M -$90.8K -1,462 -2%
SPPAM
1220
Summit Partners Public Asset Management
Massachusetts
$5.28M -$4.35M -70,000 -45%
WA
1221
Wasatch Advisors
Utah
$5.28M -$935K -15,055 -15%
WAS
1222
WESPAC Advisors SoCal
California
$5.26M +$66.5K +1,070 +1%
WC
1223
Whitney & Co
New York
$5.23M +$262K +4,210 +5%
FPA
1224
Fieldpoint Private Advisors
New York
$5.23M +$812K +13,065 +18%
MA
1225
Marshwinds Advisory
Georgia
$5.22M -$5.41K -87 -0.1%
47 48
49
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