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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 %
IB
1426
Intrust Bank
Kansas
$3.48M +$45.7K +735 +1%
KCMRT
1427
Kemper Corp Master Retirement Trust
Illinois
$3.46M – – –
RGC
1428
Roberts, Glore & Co
Illinois
$3.46M -$27.3K -439 -0.8%
HCM
1429
Hollencrest Capital Management
California
$3.45M -$2.96M -47,606 -46%
NDSI
1430
Newman Dignan & Sheerar Inc
Rhode Island
$3.44M -$36.3K -585 -1%
CWA
1431
Cypress Wealth Advisors
California
$3.43M +$41.9K +675 +1%
GC
1432
Garde Capital
Washington
$3.43M -$963K -15,493 -22%
CCM
1433
Compton Capital Management
Rhode Island
$3.4M -$3.43M -55,196 -50%
HIM
1434
Hutchens Investment Management
New Hampshire
$3.4M -$80.8K -1,301 -2%
PWM
1435
Perigon Wealth Management
California
$3.4M +$532K +8,238 +19%
DDC
1436
DF Dent & Co
Maryland
$3.4M -$293K -4,721 -8%
WC
1437
Whitnell & Co
Illinois
$3.38M -$300K -4,830 -8%
PA
1438
Perennial Advisors
New York
$3.35M +$3.35M +53,852 New
BA
1439
Bennicas & Associates
California
$3.34M -$55.1K -886 -2%
AIM
1440
AMI Investment Management
Indiana
$3.34M -$17.2K -276 -0.5%
SSWM
1441
Sheets Smith Wealth Management
North Carolina
$3.34M +$1.15M +18,498 +53%
AAM
1442
Aureus Asset Management
Massachusetts
$3.33M +$223K +3,595 +7%
PGA
1443
Portland Global Advisors
Maine
$3.33M +$6.53K +105 +0.2%
PVWM
1444
Point View Wealth Management
New Jersey
$3.32M -$114K -1,829 -3%
AIA
1445
AIMZ Investment Advisors
California
$3.31M -$117K -1,888 -3%
Wealth Enhancement Advisory Services
1446
Wealth Enhancement Advisory Services
Minnesota
$3.3M +$516K +8,299 +19%
CCA
1447
Cobblestone Capital Advisors
New York
$3.29M -$135K -2,170 -4%
ZB
1448
Zions Bancorporation
Utah
$3.28M -$94.4K -1,520 -3%
SFP
1449
Shepherd Financial Partners
Massachusetts
$3.28M +$3.28M +52,436 New
ICOA
1450
Investment Centers of America
North Dakota
$3.26M +$523K +8,426 +19%
56 57
58
59 60