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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 %
LIM
1226
Leavell Investment Management
Alabama
$5.21M -$48.6K -782 -0.9%
FBA
1227
Front Barnett Associates
Illinois
$5.21M -$39.9K -642 -0.8%
KAS
1228
Kemnay Advisory Services
New York
$5.19M -$4.08M -65,659 -44%
FWM
1229
Frontier Wealth Management
Missouri
$5.19M +$1.03M +16,543 +25%
BRM
1230
Boston Research & Management
Massachusetts
$5.18M -$186K -2,987 -3%
PCM
1231
Palouse Capital Management
Washington
$5.17M +$122K +1,958 +2%
RC
1232
Roundview Capital
New Jersey
$5.17M +$54.1K +870 +1%
KIG
1233
Kessler Investment Group
Indiana
$5.16M +$56.3K +906 +1%
RCM
1234
Radnor Capital Management
Pennsylvania
$5.14M +$5.14M +82,782 New
ST
1235
Somerset Trust
Pennsylvania
$5.14M -$130K -2,085 -2%
FMWA
1236
Forvis Mazars Wealth Advisors
Missouri
$5.13M +$375K +6,029 +8%
LPT
1237
Legacy Private Trust
Wisconsin
$5.12M +$2.15M +34,576 +72%
WS
1238
Wedbush Securities
California
$5.08M -$314K -5,060 -6%
M
1239
MOTCO
Texas
$5.07M -$294K -4,726 -5%
RGI
1240
River Global Investors
United Kingdom
$5.07M -$124K -2,000 -2%
AIC
1241
Argus Investors Counsel
New York
$5.07M -$171K -2,750 -3%
WSC
1242
Wellington Shields & Co
New York
$5.05M +$2.36K +38 +0%
FNBTCON
1243
First National Bank & Trust Co of Newtown
Pennsylvania
$5.05M -$61.5K -990 -1%
RP
1244
Rowlandmiller & Partners
Georgia
$5.04M -$127K -2,036 -2%
NMIFOAC
1245
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.03M – – –
CPA
1246
Capital Planning Advisors
California
$5.01M -$304K -4,899 -6%
MRCM
1247
M&R Capital Management
New Jersey
$5M +$36.2K +656 +0.7%
BMC
1248
Benin Management Corp
Connecticut
$5M -$145K -2,330 -3%
SIA
1249
SeaBridge Investment Advisors
New Jersey
$4.98M +$52.8K +850 +1%
AIM
1250
Anchor Investment Management
South Carolina
$4.98M +$455K +7,317 +10%
48 49
50
51 52