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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 %
BGDI
1476
BW Gestao de Investimentos
Brazil
$1.67M – – –
LOAMS
1477
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.66M -$616K -13,864 -27%
WA
1478
WBH Advisory
Maryland
$1.63M -$30K -678 -2%
NSIM
1479
North Star Investment Management
Illinois
$1.63M +$93.9K +2,122 +6%
EGA
1480
Eagle Global Advisors
Texas
$1.63M +$26.6K +600 +2%
OFS
1481
Orrstown Financial Services
Pennsylvania
$1.62M -$240K -5,418 -13%
CS
1482
Credential Securities
$1.61M -$607K -13,723 -27%
SFA
1483
Sequoia Financial Advisors
Ohio
$1.61M -$49.3K -1,114 -3%
HA
1484
Hamel Associates
New Jersey
$1.61M -$42.5K -960 -3%
CAM
1485
CG Asset Management
New York
$1.6M +$21.5K +486 +1%
SSWM
1486
Sheets Smith Wealth Management
North Carolina
$1.6M -$65.1K -1,470 -4%
JIC
1487
Joel Isaacson & Co
New York
$1.59M +$36.6K +827 +2%
AIM
1488
Acropolis Investment Management
Missouri
$1.58M -$77.3K -1,745 -5%
IAA
1489
Ironsides Asset Advisors
North Carolina
$1.57M +$392K +8,868 +33%
WFG
1490
Wills Financial Group
Virginia
$1.56M +$45.5K +1,028 +3%
PG
1491
Patten Group
Tennessee
$1.55M +$16.6K +374 +1%
IAS
1492
IMA Advisory Services
Colorado
$1.55M -$2.17K -50 -0.1%
BPGAM
1493
BTG Pactual Global Asset Management
Bermuda
$1.55M +$1.55M +35,025 New
VanEck Associates
1494
VanEck Associates
New York
$1.55M +$215K +4,851 +16%
NVIM
1495
New Vernon Investment Management
Illinois
$1.54M – – –
ACP
1496
Aviance Capital Partners
Florida
$1.54M +$259K +5,592 +20%
State Farm Mutual Automobile Insurance
1497
State Farm Mutual Automobile Insurance
Illinois
$1.53M – – –
SOAMC
1498
Spirit of America Management Corp
New York
$1.53M – – –
BAM
1499
Burnham Asset Management
New York
$1.52M +$664 +15 +0%
MCM
1500
Manchester Capital Management
Vermont
$1.51M +$354K +8,000 +31%
58 59
60
61 62