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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 %
WFG
1576
Wills Financial Group
Virginia
$2.51M +$122K +1,971 +5%
AI
1577
ArchPoint Investors
Florida
$2.5M – – –
HWA
1578
Heritage Way Advisors
Illinois
$2.5M +$2.5M +40,203 New
OC
1579
Oakworth Capital
Alabama
$2.5M +$322K +5,346 +15%
BCM
1580
BBT Capital Management
Texas
$2.49M -$4.97M -80,000 -67%
CCI
1581
Credit Capital Investments
New Jersey
$2.49M -$96.2K -1,548 -4%
BA
1582
Bristol Advisors
Pennsylvania
$2.49M +$2.49M +40,000 New
MWP
1583
MYCIO Wealth Partners
Pennsylvania
$2.49M +$296K +4,756 +13%
MCM
1584
Marathon Capital Management
Maryland
$2.48M -$82.2K -1,323 -3%
TCOO
1585
Trust Company of Oklahoma
Oklahoma
$2.48M +$64.8K +1,043 +3%
OIA
1586
Optimum Investment Advisors
Illinois
$2.48M +$46.9K +754 +2%
APTFM
1587
AGUR Provident & Training Funds Management
Israel
$2.48M +$724K +15,048 +41%
PA
1588
Parallel Advisors
California
$2.47M +$2.47M +39,778 New
CC
1589
Cadinha & Co
Hawaii
$2.47M – – –
PHS
1590
Pekin Hardy Strauss
Illinois
$2.47M +$9.2K +148 +0.4%
SFA
1591
Sequoia Financial Advisors
Ohio
$2.46M -$20.6K -332 -0.8%
JSL
1592
JT Stratford LLC
Georgia
$2.44M +$2.44M +39,336 New
BSW
1593
Buckingham Strategic Wealth
Missouri
$2.43M +$20.8K +334 +0.9%
FANJ
1594
Financial Architects (New Jersey)
New Jersey
$2.42M -$105K -1,689 -4%
GLAM
1595
Gardner Lewis Asset Management
Pennsylvania
$2.42M +$2.42M +38,889 New
PA
1596
Probity Advisors
Texas
$2.41M -$40.2K -647 -2%
IAA
1597
Ironsides Asset Advisors
North Carolina
$2.41M +$35.8K +576 +2%
PWPCM
1598
Perella Weinberg Partners Capital Management
New York
$2.41M +$2.41M +38,764 New
MC
1599
Menta Capital
California
$2.41M -$1.73M -27,800 -42%
LAIC
1600
Lederer & Associates Investment Counsel
California
$2.4M +$2.4M +38,675 New
62 63
64
65 66