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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 %
CCM
1551
Compton Capital Management
Rhode Island
$4.24M -$118K -1,375 -3%
PA
1552
Perennial Advisors
New York
$4.23M -$24.5K -286 -0.6%
SPC
1553
Salient Private Client
Texas
$4.21M +$4.21M +49,261 New
PVWM
1554
Point View Wealth Management
New Jersey
$4.21M -$183K -2,145 -4%
BCCM
1555
Bridge Creek Capital Management
Massachusetts
$4.2M -$360K -4,215 -8%
PIA
1556
Peachtree Investment Advisors
Georgia
$4.2M +$17.1K +200 +0.4%
PCM
1557
Poehling Capital Management
Wisconsin
$4.19M +$4.19M +48,939 New
WPP
1558
Whalerock Point Partners
Rhode Island
$4.19M +$745K +8,710 +22%
LWM
1559
Lyell Wealth Management
California
$4.18M -$2.82K -33 -0.1%
NL
1560
NVWM LLC
Pennsylvania
$4.16M +$4.16M +48,647 New
LPC
1561
Loeb Partners Corp
New York
$4.15M -$1.28M -15,000 -24%
CCM
1562
CrestPoint Capital Management
Missouri
$4.14M -$1.4M -16,400 -25%
AFS
1563
Amtrust Financial Services
New York
$4.13M – – –
LC
1564
Lincoln Capital
Nebraska
$4.13M +$7.1K +83 +0.2%
FANJ
1565
Financial Architects (New Jersey)
New Jersey
$4.13M +$21K +245 +0.5%
AAP
1566
Aristotle Atlantic Partners
Florida
$4.12M +$4.12M +48,122 New
BAM
1567
Belpointe Asset Management
Nevada
$4.11M -$462K -5,396 -10%
MWP
1568
MYCIO Wealth Partners
Pennsylvania
$4.11M +$352K +4,111 +9%
MOS
1569
MGO One Seven
Ohio
$4.11M +$4.11M +48,018 New
NPT
1570
Nixon Peabody Trust
Massachusetts
$4.11M +$52.5K +614 +1%
CAL
1571
Capital Analysts LLC
Pennsylvania
$4.09M -$289K -3,373 -7%
SNB
1572
Security National Bank
Nebraska
$4.09M -$73.5K -859 -2%
DIA
1573
Dean Investment Associates
Ohio
$4.09M -$19.3K -226 -0.5%
BA
1574
Birinyi Associates
Connecticut
$4.08M -$282K -3,300 -6%
BAM
1575
Brave Asset Management
New Jersey
$4.08M -$36K -421 -0.9%
61 62
63
64 65