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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
1976
Beach Investment Management
Pennsylvania
$2.01M +$253K +2,770 +14%
DRD
1977
Dennis R. Delaney
$2.01M -$105K -1,150 -5%
WIM
1978
Westside Investment Management
California
$1.99M +$12.9K +146 +0.7%
WWM
1979
Wagner Wealth Management
South Carolina
$1.99M +$312K +3,417 +19%
PCM
1980
Perkins Capital Management
Minnesota
$1.99M +$68.5K +750 +4%
JCM
1981
Jacobi Capital Management
Pennsylvania
$1.99M +$51.3K +580 +3%
WWM
1982
Windsor Wealth Management
Indiana
$1.98M +$69.7K +764 +4%
EML
1983
Eos Management LP
New York
$1.97M – – –
HCM
1984
HM Capital Management
Missouri
$1.97M -$33.1K -363 -2%
SCG
1985
Sonata Capital Group
Washington
$1.97M +$45.6K +500 +2%
WIP
1986
Wellesley Investment Partners
Massachusetts
$1.96M +$161K +1,760 +9%
SAM
1987
Seelaus Asset Management
New Jersey
$1.96M -$181K -1,980 -8%
SICM
1988
Sustainable Insight Capital Management
New York
$1.95M +$1.29M +14,100 +193%
CG
1989
Clinton Group
New York
$1.95M +$1.95M +21,325 New
ZCI
1990
Zevenbergen Capital Investments
Washington
$1.94M -$55.7K -610 -3%
CPO
1991
Cerity Partners OCIO
New York
$1.94M -$8.71K -98 -0.4%
AAM
1992
American Asset Management
Florida
$1.94M +$12.8K +140 +0.7%
NP
1993
Ninepoint Partners
Ontario, Canada
$1.94M +$575K +6,300 +42%
PWPS
1994
Pinnacle Wealth Planning Services
Ohio
$1.93M +$1.38M +15,131 +250%
OAM
1995
Occidental Asset Management
California
$1.93M +$14.8K +162 +0.8%
PIM
1996
Profit Investment Management
Maryland
$1.93M -$935K -10,239 -33%
FWP
1997
FAS Wealth Partners
Kansas
$1.92M +$34.3K +376 +2%
ADBIC
1998
A.D. Beadell Investment Counsel
Wisconsin
$1.92M -$119K -1,300 -6%
NB
1999
Nicolet Bankshares
Wisconsin
$1.9M +$64.5K +707 +4%
AP
2000
Arlington Partners
Alabama
$1.9M +$141K +1,544 +8%
78 79
80
81 82