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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 %
AB
1726
AT Bancorp
Iowa
$2.17M -$216K -2,898 -9%
Simplex Trading
1727
Simplex Trading
Illinois
$2.16M -$14.3M -192,135 -87%
QSS
1728
Quantitative Systematic Strategies
Florida
$2.15M +$942K +12,641 +78%
BCFS
1729
Butensky & Cohen Financial Security
Florida
$2.15M -$38.1K -512 -2%
ADL
1730
Asset Dedication LLC
California
$2.14M +$110K +1,476 +5%
AAS
1731
Annex Advisory Services
Wisconsin
$2.14M +$131K +1,760 +7%
PBT
1732
Pictet Bank & Trust
Bahamas
$2.14M +$49.5K +665 +2%
NFA
1733
Nuveen Fund Advisors
Illinois
$2.13M -$816K -10,963 -28%
PCMC
1734
Paragon Capital Management (Colorado)
Colorado
$2.13M +$164K +2,201 +8%
ECM
1735
EagleClaw Capital Management
Massachusetts
$2.12M -$148K -1,993 -7%
LC
1736
Lourd Capital
California
$2.12M +$33K +443 +2%
FFA
1737
Fragasso Financial Advisors
Pennsylvania
$2.11M -$878K -11,784 -29%
BWA
1738
BDO Wealth Advisors
Florida
$2.1M -$23.5K -316 -1%
AFNAS
1739
American Financial Network Advisory Services
California
$2.1M +$2.1M +28,124 New
LCM
1740
Liberty Capital Management
Michigan
$2.09M +$62.8K +797 +3%
SAM
1741
Shamrock Asset Management
Texas
$2.08M -$33.8K -454 -2%
BIM
1742
Barton Investment Management
Pennsylvania
$2.08M – – –
EWA
1743
EP Wealth Advisors
California
$2.08M -$35.2K -472 -2%
FCIM
1744
Fairview Capital Investment Management
California
$2.08M +$112K +1,505 +6%
UBG
1745
United Bank (Georgia)
Georgia
$2.08M -$116K -1,556 -5%
CS
1746
Comerica Securities
Michigan
$2.08M +$80.5K +1,080 +4%
RWA
1747
River Wealth Advisors
Pennsylvania
$2.07M +$195K +2,614 +10%
SG
1748
Somerset Group
Minnesota
$2.06M – – –
FNB
1749
Farmers National Bank
Kentucky
$2.05M +$521K +6,998 +34%
ATC
1750
Adirondack Trust Company
New York
$2.05M +$8.57K +115 +0.4%
68 69
70
71 72