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Microsoft
MSFT

Overview Fund Activity

2,420 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 915 increasing their positions, 1,072 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+153
Holders Change %
+6.75%
% of All Funds
60.59%
Holding in Top 10
928
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.95%
% of All Funds
23.23%
New
252
Increased
915
Reduced
1,072
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$743M
3
Asset Management One
Asset Management One
Japan
+$712M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$702M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$625M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$703M
2
Deutsche Bank
Deutsche Bank
Germany
-$682M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$380M
4
CS
Credit Suisse
Switzerland
-$341M
5
Franklin Resources
Franklin Resources
California
-$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
1976
AMG National Trust Bank
Colorado
$845K -$870 -14 -0.1%
CWM
1977
Confluence Wealth Management
Oregon
$844K -$27.4K -441 -3%
LGC
1978
Laurel Grove Capital
California
$844K +$39.7K +640 +5%
WI
1979
Wintrust Investments
Illinois
$841K -$3.17K -51 -0.4%
SS
1980
Simplicity Solutions
Minnesota
$841K +$387K +6,220 +85%
FC
1981
Fayerweather Charles
$838K -$146K -2,351 -15%
TC
1982
Trust Company
Kansas
$833K -$1.08M -17,394 -56%
CA
1983
Cornerstone Advisory
Maryland
$833K +$105K +1,688 +14%
FCB
1984
First Command Bank
Texas
$821K +$821K +13,214 New
FCFS
1985
First Command Financial Services
Texas
$821K +$821K +13,214 New
SIC
1986
Shoker Investment Counsel
Ohio
$818K -$6.77K -109 -0.8%
ECM
1987
Exchange Capital Management
Michigan
$816K -$47K -757 -5%
BCM
1988
Brookstone Capital Management
Illinois
$814K +$65.6K +1,056 +9%
RHBC
1989
R.H. Bluestein & Co
Michigan
$810K -$26.5K -426 -3%
AA
1990
ALPS Advisors
Colorado
$807K -$43.9K -707 -5%
GAM
1991
Gould Asset Management
California
$806K +$7.39K +119 +0.9%
CM
1992
Churchill Management
California
$806K +$135K +2,165 +20%
NSB
1993
Norway Savings Bank
Maine
$806K +$806K +12,967 New
SG
1994
StoneX Group
New York
$800K +$124K +1,995 +18%
TA
1995
TMD & Associates
Arizona
$799K +$146K +2,347 +22%
LMAM
1996
Legg Mason Asset Management
Japan
$796K -$149K -2,400 -16%
Kayne Anderson Rudnick Investment Management
1997
Kayne Anderson Rudnick Investment Management
California
$793K +$2.24K +36 +0.3%
FC
1998
Financial Consulate
Maryland
$793K +$9.44K +152 +1%
SFM
1999
Signature Financial Management
Virginia
$789K – – –
HHGA
2000
Halbert Hargrove Global Advisors
California
$789K +$64.5K +1,038 +9%
78 79
80
81 82