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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1826
Fortaleza Asset Management
Illinois
$1.54M – – –
AFP
1827
Ausdal Financial Partners
Iowa
$1.54M +$121K +1,762 +9%
WIM
1828
Westside Investment Management
California
$1.54M +$68.9K +985 +5%
IA
1829
Icon Advisers
Colorado
$1.54M -$496K -7,200 -24%
ACP
1830
Aviance Capital Partners
Florida
$1.54M +$158K +2,291 +11%
SCG
1831
Sonata Capital Group
Washington
$1.53M – – –
BA
1832
Bridgewater Associates
Connecticut
$1.53M -$108K -1,566 -7%
VFPI
1833
Vantage Financial Partners (Illinois)
Illinois
$1.52M +$43K +624 +3%
AAM
1834
American Asset Management
Florida
$1.51M -$31.7K -460 -2%
WCM
1835
Wunderlich Capital Managemnt
Tennessee
$1.5M -$9.79K -142 -0.6%
AWP
1836
Ascent Wealth Partners
New York
$1.5M -$12.1K -176 -0.8%
NAM
1837
Needelman Asset Management
California
$1.49M -$15.5K -225 -1%
EML
1838
Eos Management LP
New York
$1.49M – – –
DR
1839
Davis Rea
Ontario, Canada
$1.49M -$48.3K -700 -3%
PCM
1840
Perkins Capital Management
Minnesota
$1.49M -$84.4K -1,225 -5%
KCPG
1841
Kavar Capital Partners Group
Kansas
$1.49M -$41.4K -600 -3%
ZCI
1842
Zevenbergen Capital Investments
Washington
$1.49M +$34.5K +500 +2%
HCM
1843
HM Capital Management
Missouri
$1.49M +$78.4K +1,137 +6%
PG
1844
Proffitt & Goodson
Tennessee
$1.48M -$113K -1,635 -7%
CCA
1845
Catalyst Capital Advisors
New York
$1.48M – – –
GWS
1846
Glassman Wealth Services
Virginia
$1.46M +$12.8K +186 +0.9%
YMRC
1847
Yorktown Management & Research Company
Virginia
$1.46M – – –
CPO
1848
Cerity Partners OCIO
New York
$1.46M +$9.63K +142 +0.7%
ACM
1849
Aviance Capital Management
Florida
$1.46M -$13.3M -192,891 -90%
NC
1850
NewSquare Capital
Pennsylvania
$1.45M +$33.7K +489 +2%
72 73
74
75 76