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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
BlackRock
New York
+$29.8B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$896M
3
Citadel Advisors
Citadel Advisors
Florida
+$544M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$534M
5
Capital World Investors
Capital World Investors
California
+$469M

Top Sellers

1
VH
ValueAct Holdings
California
-$1.03B
2
Franklin Resources
Franklin Resources
California
-$984M
3
LPC
Lone Pine Capital
Connecticut
-$945M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$818M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$671M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
1726
Barton Investment Management
Pennsylvania
$1.84M -$28K -425 -1%
GIM
1727
Guardian Investment Management
California
$1.82M -$105K -1,600 -5%
JWM
1728
Jacobus Wealth Management
Wisconsin
$1.82M +$7.05K +107 +0.4%
GKFF
1729
George Kaiser Family Foundation
Oklahoma
$1.81M -$1.33M -20,265 -42%
EWM
1730
Endurance Wealth Management
Rhode Island
$1.81M -$57.2K -869 -3%
BTNA
1731
Bremer Trust National Association
Minnesota
$1.81M -$72.2K -1,097 -4%
MIC
1732
Meridian Investment Counsel
California
$1.8M -$15.2K -230 -0.8%
SCA
1733
Stonebridge Capital Advisors
Minnesota
$1.8M +$15.8K +240 +0.9%
PCMC
1734
Paragon Capital Management (Colorado)
Colorado
$1.79M +$1.79M +27,210 New
WPA
1735
West Paces Advisors
Georgia
$1.79M +$195K +2,967 +12%
SMC
1736
S. Muoio & Co
New York
$1.78M – – –
ARMC
1737
American Research & Management Company
Massachusetts
$1.77M -$55.8K -848 -3%
BFG
1738
Beacon Financial Group
Texas
$1.77M -$13.8K -210 -0.8%
CCM
1739
Carlson Capital Management
Minnesota
$1.76M -$33.3K -506 -2%
BIM
1740
Beach Investment Management
Pennsylvania
$1.76M – – –
GFPC
1741
Global Financial Private Capital
Florida
$1.76M +$1.76M +26,684 New
LC
1742
Lourd Capital
California
$1.76M +$270K +4,107 +18%
BTIS
1743
BB&T Investment Services
North Carolina
$1.75M +$320K +4,859 +22%
FCIM
1744
Fairview Capital Investment Management
California
$1.74M -$52.7K -800 -3%
HH
1745
Hilltop Holdings
Texas
$1.74M -$22.5K -341 -1%
NFG
1746
Nadler Financial Group
Illinois
$1.74M +$23.4K +355 +1%
BCM
1747
Brown Capital Management
Maryland
$1.73M -$4.68K -71 -0.3%
AAS
1748
Annex Advisory Services
Wisconsin
$1.72M +$46K +699 +3%
WPW
1749
Waldron Private Wealth
Pennsylvania
$1.72M +$379K +5,765 +28%
BI
1750
Boulegeris Investments
Georgia
$1.72M +$260K +3,947 +18%
68 69
70
71 72