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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 %
ITIM
1801
Indiana Trust & Investment Management
Indiana
$1.41M -$34.7K -558 -2%
MSFP
1802
Mark Sheptoff Financial Planning
Connecticut
$1.41M +$335K +5,400 +31%
FHA
1803
Flagship Harbor Advisors
Massachusetts
$1.41M +$1.41M +22,361 New
TPWA
1804
TRUE Private Wealth Advisors
Oregon
$1.4M +$320K +5,035 +30%
SCG
1805
Sonata Capital Group
Washington
$1.4M +$1.06K +17 +0.1%
LC
1806
Lourd Capital
California
$1.4M +$69.8K +1,124 +5%
AF
1807
Allworth Financial
California
$1.4M -$73.1K -1,176 -5%
ECAM
1808
East Coast Asset Management
Massachusetts
$1.39M – – –
WA1
1809
Wimmer Associates 1
California
$1.39M +$186 +3 +0%
FCAG
1810
First Capital Advisors Group
New Jersey
$1.39M +$1.39M +22,374 New
CWP
1811
Capital Wealth Planning
Florida
$1.38M +$1.38M +22,165 New
BI
1812
Boulegeris Investments
Georgia
$1.38M +$272K +4,380 +25%
KT
1813
Kanaly Trust
Texas
$1.37M -$164K -2,635 -11%
FCFC
1814
First Commonwealth Financial Corp
Pennsylvania
$1.37M -$22.9K -368 -2%
AWM
1815
AE Wealth Management
Kansas
$1.37M +$1.37M +21,995 New
NAM
1816
Needelman Asset Management
California
$1.37M -$14.9K -240 -1%
HPBT
1817
High Point Bank & Trust
North Carolina
$1.36M -$4.16K -67 -0.3%
AWP
1818
Ascent Wealth Partners
New York
$1.36M -$5.84K -94 -0.4%
BTIS
1819
BB&T Investment Services
North Carolina
$1.35M +$1.35M +21,711 New
MFIMFI
1820
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.35M – – –
SAM
1821
Sunnymeath Asset Management
New Jersey
$1.34M +$1.09M +17,560 +431%
EML
1822
Eos Management LP
New York
$1.34M – – –
CPIG
1823
Chicago Partners Investment Group
Illinois
$1.34M +$3.73K +60 +0.3%
PAM
1824
PVG Asset Management
Colorado
$1.34M -$29.9K -481 -2%
PM
1825
Precept Management
Texas
$1.33M +$1.33M +21,400 New
71 72
73
74 75