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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 %
FTC
1201
Farmers Trust Company
Ohio
$8.7M -$1M -10,987 -10%
LWS
1202
Lucia Wealth Services
California
$8.64M -$1.71M -18,749 -17%
WC
1203
Whitney & Co
New York
$8.63M +$257K +2,821 +3%
GWM
1204
Greenwich Wealth Management
Connecticut
$8.62M +$821 +9 +0%
PCM
1205
Princeton Capital Management
New Jersey
$8.61M -$256K -2,800 -3%
WKWM
1206
Walter & Keenan Wealth Management
Indiana
$8.6M -$32.9K -360 -0.4%
CCA
1207
Checchi Capital Advisers
California
$8.58M +$1.06M +11,652 +14%
PS
1208
Pensionfund Sabic
Netherlands
$8.56M -$1.05M -11,500 -11%
CFM
1209
Coronation Fund Managers
South Africa
$8.55M – – –
I
1210
IberiaBank
Louisiana
$8.55M -$3.65M -40,023 -30%
RFM
1211
Royal Fund Management
Florida
$8.53M -$755K -8,271 -8%
RWP
1212
RWA Wealth Partners
Massachusetts
$8.52M -$3.48M -38,169 -29%
TIA
1213
Tandem Investment Advisors
South Carolina
$8.52M +$528K +5,784 +7%
RSS
1214
Rosenblum Silverman Sutton
California
$8.52M -$98.2K -1,076 -1%
OSNBOA
1215
Old Second National Bank of Aurora
Illinois
$8.45M -$256K -2,810 -3%
SG
1216
Swarthmore Group
Pennsylvania
$8.45M +$2.02M +22,175 +32%
HRC
1217
Hoertkorn Richard Charles
$8.44M -$138K -1,515 -2%
BHWM
1218
Bar Harbor Wealth Management
New Hampshire
$8.43M -$208K -2,277 -2%
LJHT
1219
Laurie J. Hall Trustee
$8.43M -$597K -6,544 -7%
KOCAA
1220
Knights of Columbus Asset Advisors
Connecticut
$8.4M +$2.74M +30,000 +48%
AP
1221
Archon Partners
New Jersey
$8.4M +$8.4M +92,000 New
PTB
1222
Pioneer Trust Bank
Oregon
$8.39M +$3.19K +35 +0%
BSW
1223
Buckingham Strategic Wealth
Missouri
$8.37M +$932K +10,206 +13%
RIG
1224
Renaissance Investment Group
Massachusetts
$8.37M +$32.9K +360 +0.4%
EWA
1225
Exencial Wealth Advisors
Oklahoma
$8.36M -$92K -1,008 -1%
47 48
49
50 51