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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 %
SGAM
1626
Steinberg Global Asset Management
Florida
$2.27M +$6.59K +106 +0.3%
ECM
1627
Elgethun Capital Management
South Dakota
$2.27M +$2.27M +36,471 New
SGA
1628
Strategic Global Advisors
California
$2.25M -$12.8K -206 -0.6%
CAM
1629
Cacti Asset Management
Georgia
$2.23M +$653K +10,500 +41%
CO
1630
Caldwell & Orkin
Georgia
$2.23M -$2.96M -47,705 -57%
FCCM
1631
First City Capital Management
Georgia
$2.22M -$18.5K -298 -0.8%
MSAM
1632
Moloney Securities Asset Management
Missouri
$2.22M +$2.22M +35,716 New
NC
1633
Northpointe Capital
Michigan
$2.18M +$2.18M +35,077 New
KC
1634
Kingfisher Capital
North Carolina
$2.18M -$167K -2,682 -7%
MFS
1635
Monetta Financial Services
Illinois
$2.18M – – –
ATIA
1636
American Trust Investment Advisors
New Hampshire
$2.17M +$488K +7,850 +29%
JFA
1637
JNBA Financial Advisors
Minnesota
$2.15M +$336K +5,412 +19%
CA
1638
Corrado Advisors
New Jersey
$2.15M +$40.5K +651 +2%
LP
1639
LMR Partners
United Kingdom
$2.15M +$2.15M +34,595 New
PWMAG
1640
Pinnacle Wealth Management Advisory Group
New Jersey
$2.15M -$21.4K -345 -1%
State Farm Mutual Automobile Insurance
1641
State Farm Mutual Automobile Insurance
Illinois
$2.14M – – –
SOAMC
1642
Spirit of America Management Corp
New York
$2.14M – – –
KFP
1643
Keystone Financial Planning
Ohio
$2.13M -$11K -177 -0.5%
ACM
1644
Ashford Capital Management
Delaware
$2.13M +$518K +8,340 +32%
AL
1645
Aspiriant LLC
California
$2.12M -$41.1K -661 -2%
LCM
1646
Lee Capital Management
New York
$2.11M +$2.11M +34,000 New
BCM
1647
Boltwood Capital Management
California
$2.11M -$12.4K -200 -0.6%
ANB
1648
Amarillo National Bank
Texas
$2.11M – – –
SC
1649
Searle & Co
Connecticut
$2.09M – – –
JIC
1650
Joel Isaacson & Co
New York
$2.09M +$10.9K +176 +0.5%
64 65
66
67 68