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Microsoft
MSFT

Overview Fund Activity

2,293 hedge funds and large institutions have $312B invested in Microsoft in 2016 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,039 increasing their positions, 956 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+25
Holders Change %
+1.1%
% of All Funds
61.2%
Holding in Top 10
867
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-4.83%
% of All Funds
23.14%
New
124
Increased
1,039
Reduced
956
Closed
74
Calls
$4.02B
Puts
$2.59B
Net Calls
+$1.43B
Net Calls Change
-$215M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
2
Jennison Associates
Jennison Associates
New York
+$447M
3
CG
Carmignac Gestion
France
+$419M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$363M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$312M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.12B
2
Dodge & Cox
Dodge & Cox
California
-$753M
3
HCM
Highfields Capital Management
Massachusetts
-$710M
4
Deutsche Bank
Deutsche Bank
Germany
-$469M
5
Capital International Investors
Capital International Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
1851
Mark Sheptoff Financial Planning
Connecticut
$909K +$132K +2,400 +17%
MC
1852
Miles Capital
Iowa
$908K -$7.35K -133 -0.8%
BFPW
1853
BOK Financial Private Wealth
Colorado
$908K – – –
CMANY
1854
Capital Management Associates (New York)
New York
$907K -$306K -5,545 -25%
Capstone Investment Advisors
1855
Capstone Investment Advisors
New York
$902K +$902K +16,342 +544,733%
FC
1856
Fayerweather Charles
$892K -$24.8K -450 -3%
RBC
1857
Ronald Blue & Co
Georgia
$891K -$142K -2,569 -14%
SFA
1858
Stewardship Financial Advisors
Georgia
$890K -$561K -10,157 -39%
MFW
1859
Mosaic Family Wealth
Missouri
$890K -$1.55K -28 -0.2%
TNAM
1860
Terra Nova Asset Management
New York
$888K -$94.2K -1,705 -10%
SAM
1861
SignalPoint Asset Management
Missouri
$882K +$41.8K +757 +5%
KWMG
1862
King Wealth Management Group
Florida
$881K +$14K +253 +2%
SIG
1863
Stanford Investment Group
California
$878K +$51.4K +931 +6%
DIP
1864
DT Investment Partners
Pennsylvania
$877K -$88.3K -1,599 -9%
DM
1865
Diker Management
New York
$875K – – –
GBT
1866
Grove Bank & Trust
Florida
$873K +$50.6K +917 +6%
CL
1867
CSS LLC
Illinois
$865K +$133K +2,400 +18%
CCG
1868
Cypress Capital Group
Florida
$862K -$1.01M -18,233 -54%
LMAM
1869
Legg Mason Asset Management
Japan
$862K – – –
SRSA
1870
S.R. Schill & Associates
Washington
$862K +$4.97K +90 +0.6%
HFA
1871
High Falls Advisors
New York
$853K +$330K +5,973 +63%
NC
1872
NewSquare Capital
Pennsylvania
$850K -$75.4K -1,365 -8%
RMAM
1873
Raab & Moskowitz Asset Management
New Jersey
$848K +$379K +6,865 +81%
BBNB
1874
Baker Boyer National Bank
Washington
$844K -$16.6K -300 -2%
OAM
1875
Occidental Asset Management
California
$833K -$829 -15 -0.1%
73 74
75
76 77