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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 %
BEAM
1276
Baker Ellis Asset Management
Washington
$4.82M -$20.6K -331 -0.4%
KJHP
1277
K.J. Harrison & Partners
Ontario, Canada
$4.81M +$1.24M +20,000 +35%
WIC
1278
Woodmont Investment Counsel
Tennessee
$4.8M +$683K +10,997 +17%
SGI
1279
Summit Global Investments
Utah
$4.79M +$4.79M +77,054 New
ANRIA
1280
American National Registered Investment Advisor
Texas
$4.79M – – –
SBIA
1281
Sheaff Brock Investment Advisors
Indiana
$4.78M -$1.49M -24,054 -24%
SAM
1282
Smithbridge Asset Management
Pennsylvania
$4.77M -$118K -1,900 -2%
CIA
1283
Covington Investment Advisors
Pennsylvania
$4.75M -$65.6K -1,055 -1%
LWM
1284
Lyons Wealth Management
Florida
$4.74M +$23.6K +379 +0.5%
SFA
1285
Staton Financial Advisors
North Carolina
$4.74M -$94.5K -1,521 -2%
GA
1286
GFS Advisors
Texas
$4.73M -$844K -13,586 -15%
CCT
1287
Capital City Trust
Florida
$4.72M -$654K -10,531 -12%
HAM
1288
Highstreet Asset Management
Ontario, Canada
$4.7M -$612K -9,855 -12%
Financial Engines Advisors
1289
Financial Engines Advisors
California
$4.69M +$842K +13,555 +22%
JWM
1290
Jackson Wealth Management
Florida
$4.68M -$152K -2,431 -3%
QI
1291
Quotient Investors
New York
$4.63M +$6.21K +100 +0.1%
VFA
1292
Voya Financial Advisors
Connecticut
$4.61M +$311K +4,949 +7%
BAM
1293
Boyar Asset Management
New York
$4.61M -$1.93M -31,019 -29%
OIM
1294
Orca Investment Management
Oregon
$4.6M +$1.14M +18,357 +33%
SIG
1295
Sky Investment Group
Connecticut
$4.59M -$36K -580 -0.8%
CBN
1296
Cadence Bank NA
Texas
$4.59M +$126K +2,035 +3%
QT
1297
Quantbot Technologies
New York
$4.59M +$1.64M +26,347 +56%
ECML
1298
Eagle Capital Management (Louisiana)
Louisiana
$4.58M -$97.1K -1,562 -2%
SWM
1299
Stockman Wealth Management
Montana
$4.57M -$385K -6,195 -8%
ST
1300
Smithfield Trust
Pennsylvania
$4.56M -$137K -2,204 -3%
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