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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 %
IA
2051
Independence Advisors
Pennsylvania
$664K -$151K -2,434 -19%
LP
2052
LGL Partners
Pennsylvania
$664K +$808 +13 +0.1%
SBL
2053
Sargent Bickham Lagudis
Colorado
$663K +$654K +10,524 +7,159%
SAM
2054
Summit Asset Management
Tennessee
$661K -$35.3K -567 -5%
CCWA
2055
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$659K +$659K +10,611 New
SAA
2056
Southeast Asset Advisors
Georgia
$655K -$1.49K -24 -0.2%
SKK
2057
Shepherd Kaplan Krochuk
Massachusetts
$653K -$118K -1,895 -15%
MUS
2058
Mitsubishi UFJ Securities
Japan
$651K +$165K +2,660 +34%
BIM
2059
Baldwin Investment Management
Pennsylvania
$649K -$24.8K -400 -4%
BA
2060
BKS Advisors
Michigan
$648K +$40.6K +653 +7%
CPA
2061
Clear Perspective Advisors
Illinois
$645K +$645K +10,376 New
CWM
2062
Circle Wealth Management
New Jersey
$644K +$644K +10,365 New
EDRIA
2063
Edmonds Duncan Registered Investment Advisors
Kansas
$642K -$15.7K -253 -2%
NBG
2064
Nancy B. Gardiner
$642K – – –
FI
2065
FormulaFolio Investments
Michigan
$641K +$206K +3,320 +47%
WIC
2066
Wilkins Investment Counsel
Massachusetts
$640K -$24.9K -400 -4%
CL
2067
CSS LLC
Illinois
$639K – – –
FUBT
2068
First United Bank & Trust
Maryland
$639K +$95.5K +1,538 +18%
WIM
2069
Westside Investment Management
California
$638K +$638K +10,100 New
WOC
2070
West Oak Capital
California
$635K -$65.1K -1,047 -9%
HFA
2071
High Falls Advisors
New York
$633K +$56.3K +906 +10%
ABFS
2072
Appropriate Balance Financial Services
Washington
$631K -$39K -629 -6%
GHAM
2073
Gilman Hill Asset Management
Connecticut
$626K +$77.7K +1,250 +14%
VWA
2074
V Wealth Advisors
Kansas
$623K -$15K -244 -2%
WP
2075
WealthSource Partners
California
$622K -$136K -2,183 -18%
81 82
83
84 85