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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
$31B
2
Vanguard Group
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
Capital World Investors
California
$22.2B

Top Sellers

1
VH
ValueAct Holdings
California
$1.52B
2
Franklin Resources
Franklin Resources
California
$4.79B
3
LPC
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
1826
Cerity Partners OCIO
New York
$1.41M +$177K +2,684 +14%
PWSG
1827
Pacific Wealth Strategies Group
California
$1.4M +$277K +4,212 +25%
AIM
1828
Assured Investment Management
New York
$1.4M -$292K -4,430 -17%
YMRC
1829
Yorktown Management & Research Company
Virginia
$1.4M – – –
FPS
1830
Fieldpoint Private Securities
Connecticut
$1.39M +$1.39M +21,124 New
ZCI
1831
Zevenbergen Capital Investments
Washington
$1.39M +$150K +2,284 +12%
TPWA
1832
TRUE Private Wealth Advisors
Oregon
$1.39M -$64.9K -989 -4%
GWS
1833
Glassman Wealth Services
Virginia
$1.39M +$151K +2,298 +12%
VF
1834
Virtu Financial
New York
$1.39M +$1.39M +21,032 New
WIM
1835
Westside Investment Management
California
$1.38M +$716K +10,920 +108%
SNBOSD
1836
Security National Bank of So Dak
Iowa
$1.38M -$15K -228 -1%
WAS
1837
Winch Advisory Services
Wisconsin
$1.38M +$325K +4,938 +31%
KA
1838
Kovack Advisors
Florida
$1.37M +$219K +3,324 +19%
VIA
1839
Vident Investment Advisory
Georgia
$1.37M +$18.4K +279 +1%
MS
1840
Marshall & Sullivan
Washington
$1.36M -$19K -280 -1%
SJL
1841
Shayne & Jacobs LLC
Tennessee
$1.36M +$50.3K +764 +4%
AFP
1842
Ausdal Financial Partners
Iowa
$1.36M +$88.3K +1,341 +7%
OAM
1843
Occidental Asset Management
California
$1.35M +$79.2K +1,202 +6%
NC
1844
NewSquare Capital
Pennsylvania
$1.35M +$166K +2,519 +14%
HCM
1845
HM Capital Management
Missouri
$1.35M -$10.4K -158 -0.8%
TCM
1846
Tributary Capital Management
Nebraska
$1.34M -$66.5K -1,010 -5%
PAA
1847
Peregrine Asset Advisers
Oregon
$1.34M – – –
IAMOG
1848
Investors Asset Management of Georgia
Georgia
$1.34M – – –
MIM
1849
Montgomery Investment Management
Maryland
$1.33M – – –
KWM
1850
Kingsview Wealth Management
Oregon
$1.33M +$1.33M +20,226 New
72 73
74
75 76