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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 %
SMG
1601
Spectrum Management Group
Indiana
$2.4M +$257K +4,140 +12%
YWP
1602
YorkBridge Wealth Partners
New York
$2.4M +$2.4M +39,667 New
BAM
1603
Baring Asset Management
United Kingdom
$2.4M +$2.4M +38,615 New
SFSIG
1604
San Francisco Sentry Investment Group
California
$2.38M -$115K -1,850 -5%
LSCM
1605
LaSalle Street Capital Management
Illinois
$2.37M – – –
WPA
1606
Winning Points Advisors
Florida
$2.37M +$2.37M +38,179 New
OC
1607
Oarsman Capital
Wisconsin
$2.36M -$1M -16,121 -30%
HIC
1608
Hartline Investment Corp
Illinois
$2.36M -$129K -2,075 -5%
IC
1609
Intersect Capital
California
$2.35M +$93.5K +1,505 +4%
AB
1610
AT Bancorp
Iowa
$2.35M +$1.09M +17,521 +86%
TSWM
1611
Triangle Securities Wealth Management
North Carolina
$2.34M -$32.3K -520 -1%
CYG
1612
Clean Yield Group
Vermont
$2.34M -$11K -177 -0.5%
PWAP
1613
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.33M -$92.3K -1,485 -4%
ACM
1614
Archon Capital Management
Washington
$2.33M +$2.33M +37,500 New
CGL
1615
Clarius Group LLC
Washington
$2.31M +$23.2K +373 +1%
CSA
1616
Cottage Street Advisors
Massachusetts
$2.31M +$305K +4,903 +15%
WPP
1617
Whalerock Point Partners
Rhode Island
$2.3M -$72.7K -1,170 -3%
DCM
1618
Dynamic Capital Management
Jersey
$2.3M -$2.24M -36,036 -49%
BPCE
1619
Bank Pictet & Cie (Europe)
Germany
$2.3M -$516K -8,302 -18%
SHCM
1620
Stokes & Hubbell Capital Management
Louisiana
$2.3M +$5.78K +93 +0.3%
PIM
1621
Profit Investment Management
Maryland
$2.29M -$246K -3,959 -10%
ACC
1622
Accident Compensation Corp
New Zealand
$2.29M +$186K +3,000 +9%
AIM
1623
Acropolis Investment Management
Missouri
$2.29M +$18.9K +304 +0.8%
BA
1624
Birinyi Associates
Connecticut
$2.28M -$547K -8,800 -19%
BRF
1625
B. Riley Financial
California
$2.28M – – –
63 64
65
66 67