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Microsoft
MSFT

Overview Fund Activity

2,479 hedge funds and large institutions have $426B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 963 increasing their positions, 1,192 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,479
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
61.9%
Holding in Top 10
975
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.17%
% of All Funds
24.34%
New
92
Increased
963
Reduced
1,192
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.51B
2
BlackRock
BlackRock
New York
+$1.39B
3
Bank of America
Bank of America
North Carolina
+$1B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$764M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$587M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.01B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$855M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$596M
5
VH
ValueAct Holdings
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBTWT
1601
Community Bank & Trust (Waco, Texas)
Texas
$3.1M -$5.07K -68 -0.2%
ACM
1602
Alpha Capital Management
Texas
$3.09M -$34.7K -466 -1%
TCM
1603
Telos Capital Management
California
$3.08M -$490K -6,581 -14%
WA
1604
WealthTrust Axiom
Pennsylvania
$3.07M -$29.7K -399 -1%
CCM
1605
CWH Capital Management
Washington
$3.07M -$18.6K -250 -0.6%
FPS
1606
Fieldpoint Private Securities
Connecticut
$3.06M +$606K +8,130 +25%
ACM
1607
Alta Capital Management
Utah
$3.03M -$17.1K -229 -0.6%
PWAP
1608
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.02M +$24.6K +330 +0.8%
LAIC
1609
Lederer & Associates Investment Counsel
California
$3M +$28.3K +380 +1%
WA
1610
Waverly Advisors
Alabama
$3M +$12.1K +163 +0.4%
WPP
1611
Whalerock Point Partners
Rhode Island
$3M +$46.3K +621 +2%
HWA
1612
Heritage Way Advisors
Illinois
$2.99M -$20.5K -275 -0.7%
TSWM
1613
Triangle Securities Wealth Management
North Carolina
$2.98M -$15.7K -211 -0.5%
BRC
1614
Bell Rock Capital
Delaware
$2.98M +$65K +872 +2%
JSL
1615
JT Stratford LLC
Georgia
$2.98M +$426K +5,722 +17%
Wealth Enhancement Advisory Services
1616
Wealth Enhancement Advisory Services
Minnesota
$2.98M +$657K +8,647 +28%
AI
1617
ArchPoint Investors
Florida
$2.96M – – –
SMFG
1618
Sumitomo Mitsui Financial Group
Japan
$2.95M +$2.87M +38,579 +3,941%
PL
1619
Perpetual Ltd
Australia
$2.94M -$7.96M -104,349 -73%
PRHC
1620
P.R. Herzig & Co
New York
$2.93M -$29.8K -400 -1%
SGAM
1621
Steinberg Global Asset Management
Florida
$2.92M +$41.9K +562 +1%
SQA
1622
Simon Quick Advisors
New Jersey
$2.92M +$1.05M +14,089 +56%
APTFM
1623
AGUR Provident & Training Funds Management
Israel
$2.91M – – –
PAM
1624
Paradigm Asset Management
New York
$2.88M -$1.02M -13,686 -26%
BCM
1625
Bluefin Capital Management
New York
$2.88M +$1.44M +19,288 +100%
63 64
65
66 67