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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 %
SNBOSD
1851
Security National Bank of So Dak
Iowa
$1.44M +$1.03K +15 +0.1%
CM
1852
Churchill Management
California
$1.44M +$416K +6,030 +41%
DRD
1853
Dennis R. Delaney
$1.44M -$62K -900 -4%
KWM
1854
Kingsview Wealth Management
Oregon
$1.43M +$35.8K +520 +3%
FCFC
1855
First Commonwealth Financial Corp
Pennsylvania
$1.42M -$89.5K -1,298 -6%
FNB
1856
Farmers National Bank
Kentucky
$1.42M -$30.3K -439 -2%
UAS
1857
United Asset Strategies
New York
$1.42M +$519K +7,526 +58%
OCG
1858
Opus Capital Group
Ohio
$1.41M -$184K -2,663 -12%
OAM
1859
Occidental Asset Management
California
$1.41M -$6.96K -101 -0.5%
WP
1860
WealthPLAN Partners
Nebraska
$1.4M +$1.2M +17,393 +585%
JCM
1861
Jacobi Capital Management
Pennsylvania
$1.4M +$27.4K +392 +2%
CCC
1862
Chelsea Counsel Company
California
$1.4M +$846K +12,270 +153%
AIM
1863
Assured Investment Management
New York
$1.4M -$66.7K -968 -5%
EAM
1864
Evanson Asset Management
California
$1.39M +$23.1K +335 +2%
MIM
1865
Montgomery Investment Management
Maryland
$1.39M -$6.89K -100 -0.5%
WIP
1866
Wellesley Investment Partners
Massachusetts
$1.39M +$41K +595 +3%
IAMOG
1867
Investors Asset Management of Georgia
Georgia
$1.38M -$13.8K -200 -1%
DAS
1868
Dynamic Advisor Solutions
Arizona
$1.38M +$110K +1,603 +9%
WPW
1869
Waldron Private Wealth
Pennsylvania
$1.38M -$425K -6,160 -24%
AFS
1870
Amtrust Financial Services
New York
$1.38M – – –
OAMG
1871
Odey Asset Management Group
United Kingdom
$1.38M – – –
BOC
1872
Barbara Oil Co
Illinois
$1.38M – – –
BIAS
1873
Beacon Investment Advisory Services
New Jersey
$1.38M +$188K +2,723 +16%
WCBA
1874
Weaver C. Barksdale & Associates
Tennessee
$1.38M – – –
SWA
1875
Sutton Wealth Advisors
Florida
$1.37M +$9.44K +137 +0.7%
73 74
75
76 77