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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 %
MBT
1451
Monroe Bank & Trust
Michigan
$1.82M +$8.46K +191 +0.5%
ICOA
1452
Investment Centers of America
North Dakota
$1.82M +$175K +3,961 +11%
PSI
1453
Pinnacle Summer Investments
Virginia
$1.82M +$1.38M +31,353 +319%
BO
1454
Bank OZK
Arkansas
$1.81M +$136K +3,082 +8%
BA
1455
Bennicas & Associates
California
$1.81M -$177K -4,000 -9%
CL
1456
Choreo LLC
Illinois
$1.8M +$305K +6,882 +20%
KC
1457
Kingfisher Capital
North Carolina
$1.79M +$15.8K +356 +0.9%
SFSIG
1458
San Francisco Sentry Investment Group
California
$1.79M -$65.3K -1,476 -4%
AI
1459
ArchPoint Investors
Florida
$1.78M – – –
NC
1460
Northpointe Capital
Michigan
$1.77M -$1.73M -39,023 -49%
BCFS
1461
Butensky & Cohen Financial Security
Florida
$1.77M +$61.5K +1,390 +4%
ICOM
1462
Investment Counselors of Maryland
Maryland
$1.76M -$32.1K -725 -2%
ATC
1463
Argent Trust Co
Tennessee
$1.76M +$21K +474 +1%
HPIA
1464
Hamilton Point Investment Advisors
North Carolina
$1.75M +$125K +2,836 +8%
SGA
1465
Strategic Global Advisors
California
$1.74M +$867K +19,592 +99%
OIA
1466
Optimum Investment Advisors
Illinois
$1.74M +$1.74M +39,323 New
JCM
1467
Jag Capital Management
Missouri
$1.74M +$4.65K +105 +0.3%
PP
1468
Pegasus Partners
Wisconsin
$1.7M -$139K -3,149 -8%
LAIC
1469
Lederer & Associates Investment Counsel
California
$1.7M +$2.21K +50 +0.1%
AP
1470
AHL Partners
United Kingdom
$1.69M -$2.96M -66,888 -64%
DA
1471
DSC Advisors
Illinois
$1.69M -$155K -3,497 -8%
LSCM
1472
LaSalle Street Capital Management
Illinois
$1.69M – – –
LI
1473
Longer Investments
Arkansas
$1.69M +$6.46K +146 +0.4%
FCCM
1474
First City Capital Management
Georgia
$1.68M -$61.9K -1,399 -4%
WAM
1475
Wolverine Asset Management
Illinois
$1.68M +$1.68M +37,849 New
57 58
59
60 61