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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 %
MWM
2076
Mascoma Wealth Management
New Hampshire
$622K +$622K +10,011 New
SFM
2077
Signet Financial Management
New Jersey
$621K -$593K -9,545 -49%
SSA
2078
South Street Advisors
New York
$621K -$12.4K -200 -2%
GCIA
2079
Gabelli & Co Investment Advisers
New York
$621K – – –
SM
2080
SG3 Management
Puerto Rico
$621K +$621K +10,000 New
PAMG
2081
Patton Albertson Miller Group
Tennessee
$620K +$3.73K +60 +0.6%
CWM
2082
Cedar Wealth Management
California
$620K +$59.9K +965 +11%
CC
2083
Cedar Capital
Illinois
$616K +$237K +3,819 +63%
FBT
2084
First Bank & Trust
South Dakota
$616K +$616K +9,916 New
KLWA
2085
Kelly Lawrence W & Associates
California
$615K – – –
WCM
2086
Windward Capital Management
California
$613K +$123K +1,977 +25%
DWM
2087
Destination Wealth Management
California
$600K +$60.4K +972 +11%
CP
2088
Camelot Portfolios
Ohio
$598K -$14K -225 -2%
MPIA
2089
Mountain Pacific Investment Advisers
Idaho
$598K +$23.3K +375 +4%
CP
2090
Coho Partners
Pennsylvania
$597K – – –
AC
2091
Alexandria Capital
Virginia
$596K -$109K -1,746 -15%
LA
2092
Lau Associates
Delaware
$596K – – –
GS
2093
Girard Securities
California
$596K +$99.5K +1,601 +20%
CIC
2094
Cornercap Investment Counsel
Georgia
$594K +$9.65K +155 +2%
SFS
2095
Summit Financial Strategies
Ohio
$592K +$41.7K +670 +8%
LFA
2096
Landmark Financial Advisors
Kentucky
$590K +$435 +7 +0.1%
CFA
2097
CT Financial Advisors
Pennsylvania
$589K -$32.7K -526 -5%
MSU
2098
Mizuho Securities USA
New York
$587K -$1.33M -21,375 -69%
NYLT
2099
New York Life Trust
New York
$585K -$932 -15 -0.2%
ACP
2100
Aveo Capital Partners
Colorado
$585K +$585K +9,407 New
82 83
84
85 86