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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
1501
Intellectus Partners
California
$4.7M -$46.9K -548 -1%
KFA
1502
Kelleher Financial Advisors
New York
$4.69M +$391K +4,566 +9%
AFM
1503
Abbot Financial Management
Massachusetts
$4.68M -$19.4K -227 -0.4%
PC
1504
Port Capital
Illinois
$4.68M +$4.68M +54,657 New
SHCM
1505
Stokes & Hubbell Capital Management
Louisiana
$4.66M -$109K -1,269 -2%
WPC
1506
White Pine Capital
Minnesota
$4.66M +$30.6K +358 +0.7%
BL
1507
BCWM LLC
Kansas
$4.66M -$42.9K -502 -0.9%
SBWIC
1508
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.64M +$83.4K +975 +2%
YWP
1509
YorkBridge Wealth Partners
New York
$4.63M +$282K +3,208 +6%
BST
1510
Bath Savings Trust
Maine
$4.63M -$176K -2,063 -4%
BCB
1511
Brian C. Broderick
$4.62M +$571K +6,670 +14%
NIM
1512
Nicollet Investment Management
Minnesota
$4.61M +$4.61M +53,898 New
RGC
1513
Roberts, Glore & Co
Illinois
$4.58M -$59K -690 -1%
MC
1514
Middleton & Co
Massachusetts
$4.57M -$5.01M -58,609 -52%
UAM
1515
UAS Asset Management
New York
$4.57M +$597K +6,985 +15%
BP
1516
Broadleaf Partners
Ohio
$4.57M +$4.57M +53,373 New
APA
1517
American Portfolios Advisors
New York
$4.55M +$4.55M +53,217 New
APP
1518
Avantax Planning Partners
Iowa
$4.55M -$2.82M -32,956 -38%
CT
1519
Clearstead Trust
Maine
$4.51M -$22.3K -261 -0.5%
SSWM
1520
Sheets Smith Wealth Management
North Carolina
$4.5M +$26.2K +306 +0.6%
AWA
1521
ARS Wealth Advisors
Florida
$4.49M +$326K +3,808 +8%
WC
1522
Whitnell & Co
Illinois
$4.49M -$170K -1,990 -4%
AHC
1523
Anderson Hoagland & Co
Missouri
$4.48M -$1.02M -11,923 -19%
NDSI
1524
Newman Dignan & Sheerar Inc
Rhode Island
$4.48M -$40.9K -478 -0.9%
S
1525
SignatureFD
Georgia
$4.47M +$1.18M +13,817 +36%
59 60
61
62 63