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Microsoft
MSFT

Overview Fund Activity

2,268 hedge funds and large institutions have $321B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 821 increasing their positions, 1,026 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,268
Holders Change
+181
Holders Change %
+8.67%
% of All Funds
59.56%
Holding in Top 10
911
Holding in Top 10 Change
+230
Holding in Top 10 Change %
+33.77%
% of All Funds
23.92%
New
257
Increased
821
Reduced
1,026
Closed
46
Calls
$5.99B
Puts
$4.34B
Net Calls
+$1.65B
Net Calls Change
+$839M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.43B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.15B
3
Jennison Associates
Jennison Associates
New York
+$993M
4
Bank of America
Bank of America
North Carolina
+$789M
5
Morgan Stanley
Morgan Stanley
New York
+$518M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$1.64B
2
Goldman Sachs
Goldman Sachs
New York
-$1.09B
3
VH
ValueAct Holdings
California
-$1.03B
4
Franklin Resources
Franklin Resources
California
-$880M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
1601
Spectrum Advisory Services
Georgia
$1.82M -$22.2K -400 -1%
FA
1602
Fagan Associates
New York
$1.82M +$1.82M +32,860 New
LWM
1603
LBA Wealth Management
Florida
$1.82M +$46K +830 +3%
FIM
1604
Fruth Investment Management
Texas
$1.82M -$11.1K -200 -0.6%
KPCM
1605
Kings Point Capital Management
New York
$1.82M +$225K +4,061 +14%
BCM
1606
Boltwood Capital Management
California
$1.81M +$13.9K +250 +0.8%
Capital Fund Management (CFM)
1607
Capital Fund Management (CFM)
France
$1.81M -$7.83M -141,034 -81%
HCM
1608
Herndon Capital Management
Georgia
$1.8M -$116M -2,097,043 -98%
SC
1609
Searle & Co
Connecticut
$1.79M +$77.6K +1,416 +5%
SNBOSCI
1610
Security National Bank of Sioux City Iowa
Iowa
$1.79M +$555 +10 +0%
NC
1611
Northpointe Capital
Michigan
$1.77M – – –
PFS
1612
Physicians Financial Services
North Carolina
$1.77M +$1.77M +31,861 New
SHCM
1613
Stokes & Hubbell Capital Management
Louisiana
$1.77M -$17.8K -321 -1%
PHS
1614
Pekin Hardy Strauss
Illinois
$1.77M -$50.8K -915 -3%
TBNY
1615
Trustco Bank (New York)
New York
$1.76M -$91.5K -1,650 -5%
FPCP
1616
Fort Point Capital Partners
California
$1.76M +$99.8K +1,799 +6%
JSAM
1617
J. Safra Asset Management
New York
$1.75M +$1.75M +31,578 New
ECM
1618
EagleClaw Capital Management
Massachusetts
$1.75M -$49.9K -900 -3%
BP
1619
Ballentine Partners
Massachusetts
$1.74M +$106K +1,904 +6%
Twin Tree Management
1620
Twin Tree Management
Texas
$1.74M +$1.74M +31,320 New
DSC
1621
Duncker Streett & Co
Missouri
$1.73M +$164K +2,953 +10%
Rafferty Asset Management
1622
Rafferty Asset Management
New York
$1.73M -$924K -16,538 -35%
PWMAG
1623
Pinnacle Wealth Management Advisory Group
New Jersey
$1.73M -$62.4K -1,125 -3%
AFWA
1624
Ancora Family Wealth Advisors
Ohio
$1.72M +$189K +3,405 +12%
CC
1625
Capital Counsel
New York
$1.71M +$674K +12,156 +65%
63 64
65
66 67