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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1601
Lincoln Capital
Nebraska
$4.34M -$70.3K -770 -2%
MWM
1602
Mission Wealth Management
California
$4.33M +$144K +1,583 +3%
BAM
1603
Bruderman Asset Management
New York
$4.32M -$211K -2,317 -5%
BIMC
1604
Benson Investment Management Company
Virginia
$4.31M +$381K +4,170 +10%
SFG
1605
Summit Financial Group
West Virginia
$4.29M +$468K +5,130 +12%
MSAM
1606
Moloney Securities Asset Management
Missouri
$4.28M +$51K +559 +1%
PG
1607
Patten Group
Tennessee
$4.27M -$40.1K -439 -0.9%
OC
1608
Oakworth Capital
Alabama
$4.27M +$72.4K +774 +2%
WF
1609
WoodTrust Financial
Wisconsin
$4.26M -$71.3K -781 -2%
AMG
1610
Advisors Management Group
Wisconsin
$4.26M +$245K +2,742 +6%
SFP
1611
Shepherd Financial Partners
Massachusetts
$4.25M +$55.3K +606 +1%
CCM
1612
Cerrano Capital Management
New York
$4.25M +$4.25M +46,600 New
F
1613
Filament
Washington
$4.25M -$30.8K -337 -0.7%
BCCM
1614
Bridge Creek Capital Management
Massachusetts
$4.25M -$237K -2,597 -5%
LPC
1615
Loeb Partners Corp
New York
$4.25M -$183K -2,000 -4%
IC
1616
Investment Counsel
Michigan
$4.25M +$38.3K +420 +0.9%
EF
1617
Exeter Financial
Arizona
$4.23M -$455K -4,987 -10%
DIA
1618
Dean Investment Associates
Ohio
$4.23M -$134K -1,469 -3%
WA
1619
WBH Advisory
Maryland
$4.23M +$116K +1,270 +3%
BRF
1620
B. Riley Financial
California
$4.22M +$747K +8,182 +21%
OIA
1621
Optimum Investment Advisors
Illinois
$4.22M -$37.3K -409 -0.9%
LOAMS
1622
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.19M +$1.49M +16,305 +55%
CWM
1623
Chesapeake Wealth Management
Virginia
$4.19M +$4.19M +45,901 New
AIA
1624
Allegis Investment Advisors
Idaho
$4.19M +$565K +6,192 +16%
Cetera Investment Advisers
1625
Cetera Investment Advisers
Illinois
$4.18M +$118K +1,289 +3%
63 64
65
66 67