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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPIA
1501
Hamilton Point Investment Advisors
North Carolina
$3.21M -$44.8K -680 -1%
LC
1502
Lincoln Capital
Nebraska
$3.21M -$81.3K -1,234 -2%
PG
1503
Patten Group
Tennessee
$3.19M -$22.4K -341 -0.7%
HI
1504
Hendershot Investments
Virginia
$3.19M -$72K -1,093 -2%
PWPCM
1505
Perella Weinberg Partners Capital Management
New York
$3.19M +$635K +9,645 +25%
MWM
1506
Marietta Wealth Management
Georgia
$3.18M +$519K +7,876 +19%
TWA
1507
TCI Wealth Advisors
Arizona
$3.16M +$16.1K +244 +0.5%
RJA
1508
Robshaw & Julian Associates
New York
$3.13M -$11.5K -175 -0.4%
TYCC
1509
Texas Yale Capital Corp
Florida
$3.13M -$242K -3,670 -7%
BP
1510
Ballentine Partners
Massachusetts
$3.12M +$217K +3,300 +7%
CWM
1511
Concentric Wealth Management
California
$3.11M -$125K -1,899 -4%
PHIMC
1512
Private Harbour Investment Management & Counsel
Ohio
$3.11M +$62.9K +955 +2%
DBIA
1513
Dumont & Blake Investment Advisors
New Jersey
$3.11M +$11.6K +176 +0.4%
WA
1514
WBH Advisory
Maryland
$3.09M +$5K +76 +0.2%
SWM
1515
Segment Wealth Management
Texas
$3.09M +$214K +3,252 +7%
OC
1516
Oarsman Capital
Wisconsin
$3.08M +$578K +8,774 +23%
MBT
1517
Montecito Bank & Trust
California
$3.07M +$56.7K +861 +2%
CAL
1518
Capital Analysts LLC
Pennsylvania
$3.06M -$341K -5,183 -10%
B
1519
BancorpSouth
Mississippi
$3.05M +$86.7K +1,316 +3%
BSWMG
1520
Barrington Strategic Wealth Management Group
Illinois
$3.05M -$155K -2,355 -5%
BCA
1521
Benchmark Capital Advisors
New York
$3.04M – – –
GWCM
1522
Godshalk Welsh Capital Management
Pennsylvania
$3.04M -$36.2K -550 -1%
DT
1523
Diversified Trust
Tennessee
$3.03M -$14.1K -214 -0.5%
RG
1524
Rikoon Group
New Mexico
$3.03M +$25.7K +375 +0.9%
AMG
1525
Advisors Management Group
Wisconsin
$3.03M +$7.64K +116 +0.3%
59 60
61
62 63