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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 %
HL
1226
HeadInvest LLC
Maine
$8.36M -$377K -4,135 -4%
FCH
1227
Freestone Capital Holdings
Washington
$8.35M -$1.1M -11,998 -12%
HKIM
1228
Hayek Kallen Investment Management
Alabama
$8.34M -$244K -2,669 -3%
LC
1229
Loews Corp
New York
$8.32M -$2.73M -29,900 -25%
HIC
1230
Harbor Island Capital
Massachusetts
$8.31M – – –
GFPC
1231
Global Financial Private Capital
Florida
$8.3M -$492K -5,391 -6%
HC
1232
Hendley & Co
Ohio
$8.27M -$295K -3,232 -3%
MKC
1233
M. Kraus & Co
Vermont
$8.27M -$21K -230 -0.3%
PWW
1234
Pettyjohn Wood & White
Virginia
$8.23M -$156K -1,707 -2%
BRWA
1235
B. Riley Wealth Advisors
Florida
$8.22M -$1.24M -13,537 -13%
UC
1236
Unio Capital
New Jersey
$8.2M -$47.5K -520 -0.6%
SCI
1237
S&CO Inc
Massachusetts
$8.2M +$42.9K +470 +0.5%
ACM
1238
Argyle Capital Management
Pennsylvania
$8.17M -$301K -3,300 -4%
RW
1239
Rand Wealth
Maryland
$8.17M +$119K +1,300 +1%
UCI
1240
Uncommon Cents Investing
Wisconsin
$8.15M -$1.31M -14,300 -14%
AF
1241
Advisornet Financial
Minnesota
$8.13M +$345K +3,775 +4%
ATC
1242
Argent Trust Co
Tennessee
$8.11M +$3.93M +43,019 +94%
HT
1243
Heritage Trust
Oklahoma
$8.1M -$295K -3,231 -4%
PCTC
1244
Perkins Coie Trust Company
Washington
$8.08M -$333K -3,652 -4%
VWM
1245
Venturi Wealth Management
Texas
$8.08M -$1.21M -13,309 -13%
AIA
1246
Allied Investment Advisors
Montana
$8.08M -$698K -7,648 -8%
WS
1247
Wedbush Securities
California
$8.01M -$1,000K -10,955 -11%
TRIM
1248
Thompson Rubinstein Investment Management
Oregon
$8.01M -$9.58K -105 -0.1%
CT
1249
Coastline Trust
Rhode Island
$8M -$1.06M -11,575 -12%
AL
1250
Arnhold LLC
New York
$8M +$8M +87,600 New
48 49
50
51 52