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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
1326
Naples Global Advisors
Florida
$2.53M +$268K +6,050 +12%
AI
1327
Atria Investments
North Carolina
$2.52M +$48.2K +1,088 +2%
PVWM
1328
Point View Wealth Management
New Jersey
$2.5M -$29.2K -659 -1%
BCM
1329
BlueCrest Capital Management
Jersey
$2.48M +$1.74M +39,369 +237%
MCM
1330
Mengis Capital Management
Oregon
$2.48M +$75.3K +1,702 +3%
PRHC
1331
P.R. Herzig & Co
New York
$2.47M +$70.8K +1,600 +3%
SCM
1332
SOL Capital Management
Maryland
$2.46M +$2.21K +50 +0.1%
FFA
1333
Fragasso Financial Advisors
Pennsylvania
$2.46M +$54.1K +1,223 +2%
MCTIC
1334
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.46M -$31K -700 -1%
ICAS
1335
Investors Capital Advisory Services
Massachusetts
$2.44M +$404K +9,134 +20%
BST
1336
Bath Savings Trust
Maine
$2.44M -$73.5K -1,661 -3%
KIC
1337
Keating Investment Counselors
Florida
$2.43M – – –
CHC
1338
City Holding Co
West Virginia
$2.43M -$13.2K -299 -0.5%
IB
1339
Intrust Bank
Kansas
$2.41M +$35.4K +799 +1%
WPC
1340
White Pine Capital
Minnesota
$2.41M -$841 -19 -0%
ANB
1341
Amarillo National Bank
Texas
$2.4M +$19.1K +432 +0.8%
PIM
1342
Progressive Investment Management
Oregon
$2.39M +$110K +2,480 +5%
BAC
1343
Boys Arnold & Co
North Carolina
$2.39M -$64.8K -1,464 -3%
MFBTD
1344
MB Financial Bank - Trust Department
Illinois
$2.38M -$8.48M -191,606 -78%
MCM
1345
Murphy Capital Management
New Jersey
$2.37M -$11.2K -252 -0.5%
LH
1346
Lebenthal Holdings
New York
$2.36M +$530K +11,979 +29%
PAIA
1347
Park Avenue Institutional Advisers
New York
$2.36M -$93.8K -2,119 -4%
YMRC
1348
Yorktown Management & Research Company
Virginia
$2.36M +$1.53M +34,600 +186%
DBIA
1349
Dumont & Blake Investment Advisors
New Jersey
$2.35M -$42.7K -965 -2%
BSWMG
1350
Barrington Strategic Wealth Management Group
Illinois
$2.35M -$22.3K -505 -0.9%
52 53
54
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