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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 %
M
1401
MOTCO
Texas
$6.04M -$643K -7,045 -10%
OIM
1402
Orca Investment Management
Oregon
$6.04M -$450K -4,934 -7%
CIC
1403
Chase Investment Counsel
Virginia
$6.04M -$72.5K -794 -1%
BWAM
1404
Boyd Watterson Asset Management
Ohio
$6.04M +$184K +2,021 +3%
AC
1405
Arjuna Capital
North Carolina
$6.03M +$734K +8,046 +14%
ASA
1406
Armstrong Shaw Associates
Connecticut
$6.01M -$101K -1,109 -2%
IC
1407
Intersect Capital
California
$6.01M +$129K +1,417 +2%
HSA
1408
HBK Sorce Advisory
Pennsylvania
$6M -$65.4K -716 -1%
SC
1409
Scholtz & Company
Connecticut
$5.99M +$42.9K +470 +0.7%
GCM
1410
Gibraltar Capital Management
Oklahoma
$5.99M +$275K +3,014 +5%
CPA
1411
Capital Planning Advisors
California
$5.97M -$296K -3,244 -5%
FBT
1412
First Bankers Trust
Kentucky
$5.95M -$58.9K -645 -1%
FC
1413
Ferris Capital
Massachusetts
$5.94M -$2.11M -23,066 -26%
SFSG
1414
Stearns Financial Services Group
North Carolina
$5.94M -$370K -4,058 -6%
BCM
1415
Bourgeon Capital Management
Connecticut
$5.94M -$968K -10,600 -14%
CS
1416
Credential Securities
$5.92M +$61K +669 +1%
SFG
1417
SevenBridge Financial Group
Pennsylvania
$5.92M -$35.3K -387 -0.6%
KLC
1418
Knowledge Leaders Capital
Colorado
$5.91M +$2.19K +24 +0%
OPTFSNA
1419
Old Point Trust & Financial Services N A
Virginia
$5.9M -$69.4K -760 -1%
SWM
1420
Stockman Wealth Management
Montana
$5.88M -$477K -5,229 -8%
Members Trust
1421
Members Trust
Florida
$5.86M -$2.22M -24,360 -27%
SWK
1422
Stephen W. Kidder
$5.86M -$97.6K -1,070 -2%
AUB
1423
Atlantic Union Bankshares
Virginia
$5.85M -$182K -1,990 -3%
CC
1424
Chicago Capital
Illinois
$5.85M +$5.85M +64,043 New
BFC
1425
Blue Fin Capital
Rhode Island
$5.84M +$230K +2,520 +4%
55 56
57
58 59