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Microsoft
MSFT

Overview Fund Activity

2,087 hedge funds and large institutions have $256B invested in Microsoft in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 919 increasing their positions, 872 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,087
Holders Change
-8
Holders Change %
-0.38%
% of All Funds
58.33%
Holding in Top 10
681
Holding in Top 10 Change
+96
Holding in Top 10 Change %
+16.41%
% of All Funds
19.03%
New
84
Increased
919
Reduced
872
Closed
74
Calls
$3.68B
Puts
$2.87B
Net Calls
+$810M
Net Calls Change
+$763M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.55B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$820M
3
Bank of America
Bank of America
North Carolina
+$756M
4
Goldman Sachs
Goldman Sachs
New York
+$472M
5
Capital World Investors
Capital World Investors
California
+$456M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$901M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$769M
3
Deutsche Bank
Deutsche Bank
Germany
-$559M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$372M
5
State Street
State Street
Massachusetts
-$353M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
2126
Advance Capital I
Michigan
– -$945K -21,400 Closed
ICM
2127
Ionic Capital Management
New York
– -$831K -18,826 Closed
Fuller & Thaler Asset Management
2128
Fuller & Thaler Asset Management
California
– -$800K -18,131 Closed
AA
2129
ALPS Advisors
Colorado
– -$600K -13,596 Closed
CI
2130
CAZ Investments
Texas
– -$585K -13,257 Closed
CS
2131
Comerica Securities
Michigan
– -$583K -13,205 Closed
TC
2132
TradeLink Capital
Illinois
– -$559K -12,657 Closed
Verition Fund Management
2133
Verition Fund Management
Connecticut
– -$551K -12,484 Closed
Capstone Investment Advisors
2134
Capstone Investment Advisors
New York
– -$506K -11,463 Closed
BL
2135
Bolton LP
Connecticut
– -$496K -11,224 Closed
LA
2136
Lucus Advisors
New York
– -$484K -10,965 Closed
BCM
2137
Beck Capital Management
Texas
– -$459K -10,400 Closed
KA
2138
KLCM Advisors
Wisconsin
– -$447K -10,114 Closed
DTL
2139
Dynamic Technology Lab
Singapore
– -$433K -9,800 Closed
GCA
2140
Gideon Capital Advisors
New York
– -$332K -7,522 Closed
DAS
2141
Dynamic Advisor Solutions
Arizona
– -$290K -6,572 Closed
FIM
2142
Friedberg Investment Management
Texas
– -$272K -6,170 Closed
CCMT
2143
CMT Capital Markets Trading
Germany
– -$249K -5,636 Closed
EGM
2144
Engineers Gate Manager
New York
– -$247K -5,600 Closed
AWM
2145
Affinity Wealth Management
Delaware
– -$244K -5,537 Closed
KIM
2146
Karpus Investment Management
New York
– -$237K -5,372 Closed
QAM
2147
Quantres Asset Management
Cayman Islands
– -$230K -5,200 Closed
B
2148
Bellecapital
Switzerland
– -$219K -4,950 Closed
RA
2149
RFG Advisory
Alabama
– -$217K -4,918 Closed
WCF
2150
West Coast Financial
California
– -$213K -4,824 Closed
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