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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 %
SFWA
1751
Summit Financial Wealth Advisors
Louisiana
$1.62M +$2.67K +43 +0.2%
SQA
1752
Simon Quick Advisors
New Jersey
$1.62M +$1.62M +26,060 New
NFG
1753
Nadler Financial Group
Illinois
$1.62M +$473K +7,614 +41%
ICOM
1754
Investment Counselors of Maryland
Maryland
$1.61M -$51.3K -825 -3%
CAS
1755
Cue Advisory Services
Arizona
$1.6M +$47.5K +764 +3%
AIM
1756
Assured Investment Management
New York
$1.59M -$140K -2,245 -8%
AAS
1757
Annex Advisory Services
Wisconsin
$1.58M +$81.9K +1,317 +5%
RIG
1758
Roosevelt Investment Group
New York
$1.58M +$1.1M +17,645 +228%
VCM
1759
Versant Capital Management
Arizona
$1.58M -$206K -3,320 -12%
PCP
1760
Proficio Capital Partners
Massachusetts
$1.57M +$29.3K +471 +2%
LCM
1761
Liberty Capital Management
Michigan
$1.57M -$111K -1,770 -7%
GAG
1762
GM Advisory Group
New York
$1.56M +$46.7K +751 +3%
BFPW
1763
BOK Financial Private Wealth
Colorado
$1.55M -$118K -1,897 -7%
HA
1764
Harbor Advisors
Florida
$1.55M +$1.55M +25,000 New
GC
1765
Gruss & Co
Florida
$1.55M +$1.55M +25,000 New
PI
1766
PHH Investments
Texas
$1.55M +$1.55M +24,162 New
QCMC
1767
Quantum Capital Management (California)
California
$1.55M -$43K -692 -3%
HFBOT
1768
Home Federal Bank of Tennessee
Tennessee
$1.55M -$29.5K -475 -2%
SCA
1769
Snowden Capital Advisors
New York
$1.55M +$112K +1,807 +8%
DAM
1770
Deltec Asset Management
New York
$1.54M – – –
PCM
1771
Princeton Capital Management
New Jersey
$1.52M -$395K -6,363 -21%
PG
1772
Proffitt & Goodson
Tennessee
$1.51M +$106K +1,705 +8%
WPA
1773
West Paces Advisors
Georgia
$1.5M +$1.5M +24,217 New
NCM
1774
Northside Capital Management
Oregon
$1.5M -$97.9K -1,575 -6%
AWA
1775
ARS Wealth Advisors
Florida
$1.5M +$65.3K +1,051 +5%
69 70
71
72 73