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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
1301
Buckingham Strategic Wealth
Missouri
$4.9M +$2.39M +34,665 +95%
GA
1302
GFS Advisors
Texas
$4.9M -$917K -13,300 -16%
ZCA
1303
Zeke Capital Advisors
Pennsylvania
$4.9M +$926K +13,438 +23%
GIA
1304
GHP Investment Advisors
Colorado
$4.88M -$114K -1,658 -2%
SFA
1305
Staton Financial Advisors
North Carolina
$4.88M -$157K -2,282 -3%
MJP
1306
Michael J. Puzo
$4.88M -$48.2K -700 -1%
ST
1307
Smithfield Trust
Pennsylvania
$4.87M +$33.8K +490 +0.7%
HCM
1308
Hall Capital Management
Rhode Island
$4.86M +$273K +3,957 +6%
BCM
1309
BBT Capital Management
Texas
$4.83M +$4.83M +70,000 New
HBT
1310
Hills Bank & Trust
Iowa
$4.81M +$85.7K +1,244 +2%
CCT
1311
Capital City Trust
Florida
$4.8M -$288K -4,182 -6%
AIC
1312
Argus Investors Counsel
New York
$4.78M +$92.2K +1,337 +2%
FC
1313
FIC Capital
New York
$4.78M +$36.9K +536 +0.8%
CPA
1314
Capital Planning Advisors
California
$4.77M -$635K -9,206 -12%
CBN
1315
Cadence Bank NA
Texas
$4.77M -$41.6K -603 -0.9%
PIM
1316
Progressive Investment Management
Oregon
$4.77M +$44.1K +640 +0.9%
WAM
1317
Weatherly Asset Management
California
$4.75M +$287K +4,170 +6%
DAM
1318
Deltec Asset Management
New York
$4.74M +$3.03M +44,000 +177%
DMK
1319
David M. Knott
$4.74M – – –
SWK
1320
Stephen W. Kidder
$4.73M -$66.7K -968 -1%
RIM
1321
Rainier Investment Management
Washington
$4.72M -$2.5M -36,310 -35%
FBT
1322
First Bankers Trust
Kentucky
$4.71M +$62.9K +913 +1%
UBV
1323
United Bank (Virginia)
Virginia
$4.68M +$59.9K +869 +1%
HAG
1324
HighPoint Advisor Group
Illinois
$4.66M – – –
KJHP
1325
K.J. Harrison & Partners
Ontario, Canada
$4.66M -$500K -7,258 -10%
51 52
53
54 55