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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1526
Integrated Wealth Management
California
$2.82M -$68.5K -1,102 -2%
RG
1527
Rikoon Group
New Mexico
$2.81M +$972K +15,186 +53%
ACM
1528
Alta Capital Management
Utah
$2.81M -$130K -2,086 -4%
ARMT
1529
Amica Retiree Medical Trust
Rhode Island
$2.8M -$111K -1,783 -4%
MIM
1530
Miller Investment Management
Pennsylvania
$2.8M -$23.3K -375 -0.8%
B
1531
BancorpSouth
Mississippi
$2.8M +$159K +2,563 +6%
CK
1532
Cohen Klingenstein
New York
$2.8M – – –
BGC
1533
Blue Granite Capital
South Carolina
$2.78M +$2.78M +44,800 New
MHIM
1534
MacNealy Hoover Investment Management
Ohio
$2.77M -$33.9K -545 -1%
HWA
1535
HCR Wealth Advisors
California
$2.77M +$2.77M +44,551 New
IH
1536
IFC Holdings
Florida
$2.75M -$34.2K -551 -1%
PFSC
1537
Peoples Financial Services Corp
Pennsylvania
$2.75M +$74K +1,447 +3%
IP
1538
Intellectus Partners
California
$2.74M +$2.74M +44,046 New
BO
1539
Bank OZK
Arkansas
$2.73M -$3.04K -49 -0.1%
BDF
1540
Balasa Dinverno & Foltz
$2.72M +$285K +4,585 +12%
LI
1541
Longer Investments
Arkansas
$2.71M -$29.8K -480 -1%
CAM
1542
CG Asset Management
New York
$2.71M +$345K +5,550 +15%
SWM
1543
Segment Wealth Management
Texas
$2.71M +$86.9K +1,399 +3%
ZCA
1544
Zeke Capital Advisors
Pennsylvania
$2.71M +$1.71M +27,560 +172%
BP
1545
Ballentine Partners
Massachusetts
$2.7M +$494K +8,061 +22%
SAM
1546
SignalPoint Asset Management
Missouri
$2.7M +$66.3K +1,068 +3%
LWM
1547
Lyell Wealth Management
California
$2.69M +$2.69M +43,318 New
SAM
1548
Solaris Asset Management
New York
$2.68M -$173K -2,784 -6%
NAMP
1549
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.68M – – –
BIMC
1550
Benson Investment Management Company
Virginia
$2.67M +$2.67M +43,039 New
60 61
62
63 64