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Microsoft
MSFT

Overview Fund Activity

2,267 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 868 increasing their positions, 1,104 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
+7
Holders Change %
+0.31%
% of All Funds
60.58%
Holding in Top 10
844
Holding in Top 10 Change
+114
Holding in Top 10 Change %
+15.62%
% of All Funds
22.55%
New
95
Increased
868
Reduced
1,104
Closed
64
Calls
$3.73B
Puts
$3.45B
Net Calls
+$282M
Net Calls Change
-$221M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.82B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$569M
3
State Street
State Street
Massachusetts
+$522M
4
Capital World Investors
Capital World Investors
California
+$474M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$463M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.04B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$535M
3
Macquarie Group
Macquarie Group
Australia
-$432M
4
Harris Associates
Harris Associates
Illinois
-$428M
5
Dodge & Cox
Dodge & Cox
California
-$405M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1476
Ally Financial
Michigan
$2.59M -$8.93M -155,000 -78%
CK
1477
Cohen Klingenstein
New York
$2.59M – – –
NIC
1478
Northwest Investment Counselors
Oregon
$2.59M -$85.7K -1,487 -3%
Wealth Enhancement Advisory Services
1479
Wealth Enhancement Advisory Services
Minnesota
$2.58M +$2.58M +44,834 New
IH
1480
IFC Holdings
Florida
$2.58M +$1.53M +26,620 +146%
MCM
1481
Matarin Capital Management
New York
$2.56M -$5.89M -102,338 -70%
AFWA
1482
Ancora Family Wealth Advisors
Ohio
$2.56M +$393K +6,820 +18%
PWM
1483
Perigon Wealth Management
California
$2.56M +$86.9K +1,508 +4%
SSCM
1484
Summit Street Capital Management
New York
$2.55M – – –
ICOA
1485
Investment Centers of America
North Dakota
$2.55M +$110K +1,905 +5%
LI
1486
Longer Investments
Arkansas
$2.54M -$161K -2,790 -6%
BO
1487
Bank OZK
Arkansas
$2.53M -$100K -1,738 -4%
TP
1488
Truvvo Partners
New York
$2.53M – – –
ACM
1489
Advisors Capital Management
New Jersey
$2.53M -$2.87M -49,858 -53%
FIM
1490
Freedom Investment Management
Connecticut
$2.52M +$377K +6,537 +18%
AIA
1491
Allegis Investment Advisors
Idaho
$2.5M +$1.02M +17,670 +69%
EWM
1492
Empirical Wealth Management
Washington
$2.49M +$25.3K +440 +1%
NAMP
1493
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.48M – – –
NSIM
1494
North Star Investment Management
Illinois
$2.48M +$634 +11 +0%
GXMC
1495
Global X Management Company
New York
$2.47M +$464K +8,057 +23%
SBWM
1496
Sunflower Bank Wealth Management
Arizona
$2.47M -$251K -4,352 -9%
SSIA
1497
Spero-Smith Investment Advisers
Ohio
$2.46M +$135K +2,340 +6%
B
1498
BancorpSouth
Mississippi
$2.45M -$8.01K -139 -0.3%
WFI
1499
West Family Investments
California
$2.44M – – –
SAM
1500
SignalPoint Asset Management
Missouri
$2.44M +$1.52M +26,410 +165%
58 59
60
61 62