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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
3
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
5
Capital World Investors
California
$22.2B

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.52B
2
Franklin Resources
2
Franklin Resources
California
$4.79B
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCIA
2076
Gabelli & Co Investment Advisers
New York
$659K – – –
FAN
2077
Financial Advisors Network
California
$659K +$59.4K +870 +10%
AWA
2078
Arete Wealth Advisors
Illinois
$659K +$92.1K +1,399 +16%
MWM
2079
Mascoma Wealth Management
New Hampshire
$652K -$7.11K -108 -1%
FBT
2080
First Bank & Trust
South Dakota
$652K -$1.32K -20 -0.2%
BWA
2081
Burt Wealth Advisors
Maryland
$652K +$172K +2,607 +36%
CIP
2082
Capital Insight Partners
Arizona
$649K +$413K +6,262 +175%
TC
2083
Trust Company
Kansas
$648K -$235K -3,570 -27%
AC
2084
Alexandria Capital
Virginia
$645K +$13.2K +200 +2%
ECM
2085
Exchange Capital Management
Michigan
$644K -$221K -3,355 -26%
SIA
2086
Starfire Investment Advisers
Michigan
$635K -$113K -1,738 -15%
CP
2087
Camelot Portfolios
Ohio
$634K -$527 -8 -0.1%
CP
2088
Coho Partners
Pennsylvania
$633K +$329 +5 +0.1%
IF
2089
IRON Financial
Illinois
$629K +$33.1K +502 +6%
LP
2090
LGL Partners
Pennsylvania
$627K -$76.4K -1,160 -11%
SFS
2091
Summit Financial Strategies
Ohio
$627K – – –
GJCM
2092
Grand Jean Capital Management
California
$626K +$187K +2,837 +43%
CFA
2093
CT Financial Advisors
Pennsylvania
$626K +$1.05K +16 +0.2%
VCP
2094
Vista Capital Partners
Oregon
$620K +$2.37K +36 +0.4%
LFA
2095
Landmark Financial Advisors
Kentucky
$618K -$7.57K -115 -1%
CWM
2096
Cedar Wealth Management
California
$617K -$40.1K -610 -6%
SCM
2097
Southport Capital Management
Tennessee
$614K +$136K +2,070 +29%
CAL
2098
Capital Advisors Ltd
Ohio
$613K – – –
FUBT
2099
First United Bank & Trust
Maryland
$600K -$77.4K -1,175 -11%
WA
2100
WESPAC Advisors
California
$596K -$17.9K -272 -3%
82 83
84
85 86