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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
EML
1951
Eos Management LP
New York
$1.85M – – –
BBWA
1952
Bell & Brown Wealth Advisors
California
$1.85M +$1.85M +21,606 New
DR
1953
Davis Rea
Ontario, Canada
$1.85M – – –
IIA
1954
IPG Investment Advisors
California
$1.85M +$379K +4,436 +26%
YP
1955
Yellowstone Partners
Idaho
$1.85M -$109K -1,277 -6%
CA
1956
Crewe Advisors
Utah
$1.84M +$1.84M +21,519 New
WP
1957
WealthPLAN Partners
Nebraska
$1.84M -$29.9K -350 -2%
CPO
1958
Cerity Partners OCIO
New York
$1.83M -$3.01K -36 -0.2%
Treasurer of the State of North Carolina
1959
Treasurer of the State of North Carolina
North Carolina
$1.83M +$1.83M +21,421 New
CCA
1960
Catalyst Capital Advisors
New York
$1.83M – – –
AAM
1961
American Asset Management
Florida
$1.81M +$5.13K +60 +0.3%
SCG
1962
Sonata Capital Group
Washington
$1.8M -$51.3K -600 -3%
PCM
1963
Perkins Capital Management
Minnesota
$1.8M -$10.7K -125 -0.6%
TCM
1964
Tributary Capital Management
Nebraska
$1.8M +$163K +1,900 +10%
RCIM
1965
Russell Clark Investment Management
United Kingdom
$1.8M +$428K +5,000 +31%
OAM
1966
Occidental Asset Management
California
$1.8M +$9.15K +107 +0.5%
FCAG
1967
First Capital Advisors Group
New Jersey
$1.79M +$21.5K +251 +1%
EI
1968
Elkhorn Investments
Illinois
$1.79M +$245K +2,853 +16%
BWM
1969
BerganKDV Wealth Management
Minnesota
$1.79M -$101K -1,184 -5%
WWM
1970
Windsor Wealth Management
Indiana
$1.79M +$1.79M +20,936 New
RM
1971
Resource Management
Louisiana
$1.79M +$1.79M +19,920 New
NED
1972
Nancy E. Dempze
$1.79M +$164K +1,912 +10%
PAG
1973
Pinnacle Advisory Group
Maryland
$1.78M -$55.9K -653 -3%
FWP
1974
FAS Wealth Partners
Kansas
$1.77M +$24.2K +283 +1%
AGM
1975
Alpine Global Management
New York
$1.76M -$3.05M -35,631 -63%
77 78
79
80 81