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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 %
TCM
1826
Tributary Capital Management
Nebraska
$1.32M +$190K +3,050 +17%
HWA
1827
Heritage Wealth Advisors
Virginia
$1.32M +$92.8K +1,495 +8%
RMAM
1828
Raab & Moskowitz Asset Management
New Jersey
$1.32M +$33.4K +537 +3%
YMRC
1829
Yorktown Management & Research Company
Virginia
$1.32M +$1.32M +21,200 New
NB
1830
Nicolet Bankshares
Wisconsin
$1.31M -$66.5K -1,070 -5%
SNBOSD
1831
Security National Bank of So Dak
Iowa
$1.31M +$6.71K +108 +0.5%
FNB
1832
Farmers National Bank
Kentucky
$1.31M +$7.15K +115 +0.5%
HIM
1833
Herald Investment Management
United Kingdom
$1.31M – – –
GBT
1834
Grove Bank & Trust
Florida
$1.31M +$227K +3,657 +21%
IPC
1835
Independent Portfolio Consultants
Florida
$1.3M -$90.4K -1,454 -6%
BBP
1836
Banco BTG Pactual
Brazil
$1.28M +$1.28M +20,600 New
HCM
1837
HM Capital Management
Missouri
$1.28M -$7.4K -119 -0.6%
VIA
1838
Vident Investment Advisory
Georgia
$1.27M -$450K -7,237 -26%
WPW
1839
Waldron Private Wealth
Pennsylvania
$1.27M -$52.1K -839 -4%
MS
1840
Marshall & Sullivan
Washington
$1.27M – – –
PAA
1841
Peregrine Asset Advisers
Oregon
$1.26M – – –
IAMOG
1842
Investors Asset Management of Georgia
Georgia
$1.26M – – –
MIM
1843
Montgomery Investment Management
Maryland
$1.26M -$9.33K -150 -0.7%
JFGLC
1844
Johnson Financial Group LLC (Colorado)
Colorado
$1.25M +$1.25M +20,165 New
FA
1845
FCG Advisors
New Jersey
$1.25M -$299K -4,808 -19%
DIP
1846
DT Investment Partners
Pennsylvania
$1.25M +$19.6K +316 +2%
VWM
1847
Vector Wealth Management
Minnesota
$1.25M +$35.2K +567 +3%
OAMG
1848
Odey Asset Management Group
United Kingdom
$1.24M -$2.02M -32,500 -62%
BOC
1849
Barbara Oil Co
Illinois
$1.24M – – –
RWA
1850
River Wealth Advisors
Pennsylvania
$1.24M +$64.2K +1,034 +5%
72 73
74
75 76