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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 %
AFS
1551
Amtrust Financial Services
New York
$2.67M +$2.67M +42,999 New
HW
1552
Hedeker Wealth
Illinois
$2.67M +$2.46M +39,660 +1,228%
TW
1553
Transform Wealth
Colorado
$2.66M +$43.3K +697 +2%
SBWM
1554
Sunflower Bank Wealth Management
Arizona
$2.64M -$14.9K -240 -0.6%
CIA
1555
Cascade Investment Advisors
Oregon
$2.64M +$2.64M +42,473 New
WFI
1556
West Family Investments
California
$2.64M – – –
FHC
1557
First Houston Capital
Texas
$2.63M +$466K +7,500 +22%
NIC
1558
Northwest Investment Counselors
Oregon
$2.63M -$168K -2,707 -6%
PMG
1559
ProVise Management Group
Florida
$2.6M +$239K +3,861 +10%
CBTWT
1560
Community Bank & Trust (Waco, Texas)
Texas
$2.59M +$34.2K +550 +1%
SIAP
1561
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.58M +$2.58M +41,575 New
Jane Street
1562
Jane Street
New York
$2.58M -$10.5M -169,755 -80%
HCM
1563
Hengehold Capital Management
Ohio
$2.57M +$56.9K +916 +2%
FFC
1564
First Financial Corp
Indiana
$2.57M -$233K -3,757 -8%
GEA
1565
Glen Eagle Advisors
New Jersey
$2.57M +$2.57M +41,334 New
CCM
1566
Consolidated Capital Management
California
$2.56M +$2.56M +41,196 New
ACM
1567
Advisors Capital Management
New Jersey
$2.55M -$172K -2,764 -6%
TF
1568
Trutina Financial
Washington
$2.55M +$15.3K +247 +0.6%
Cerity Partners
1569
Cerity Partners
New York
$2.54M +$2.54M +40,930 New
PRHC
1570
P.R. Herzig & Co
New York
$2.53M -$62.1K -1,000 -2%
SAM
1571
Selway Asset Management
$2.52M +$137K +2,200 +6%
MWM
1572
Marietta Wealth Management
Georgia
$2.51M +$2.51M +40,418 New
LCM
1573
Leisure Capital Management
California
$2.51M -$68.5K -1,102 -3%
WA
1574
WealthTrust Axiom
Pennsylvania
$2.51M +$16.8K +271 +0.7%
CCM
1575
CWH Capital Management
Washington
$2.51M +$85K +1,367 +4%
61 62
63
64 65