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Microsoft
MSFT

Overview Fund Activity

2,293 hedge funds and large institutions have $312B invested in Microsoft in 2016 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,039 increasing their positions, 956 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+25
Holders Change %
+1.1%
% of All Funds
61.2%
Holding in Top 10
867
Holding in Top 10 Change
-44
Holding in Top 10 Change %
-4.83%
% of All Funds
23.14%
New
124
Increased
1,039
Reduced
956
Closed
74
Calls
$4.02B
Puts
$2.59B
Net Calls
+$1.43B
Net Calls Change
-$215M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$580M
2
Jennison Associates
Jennison Associates
New York
+$447M
3
CG
Carmignac Gestion
France
+$419M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$363M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$312M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$2.12B
2
Dodge & Cox
Dodge & Cox
California
-$753M
3
HCM
Highfields Capital Management
Massachusetts
-$710M
4
Deutsche Bank
Deutsche Bank
Germany
-$469M
5
Capital International Investors
Capital International Investors
California
-$462M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
2126
Atwood & Palmer
Missouri
$329K +$5.52K +100 +2%
AWE
2127
Avidian Wealth Enterprises
Texas
$327K +$12.9K +234 +4%
DWM
2128
Dakota Wealth Management
Florida
$325K -$11K -200 -3%
GIM
2129
Groesbeck Investment Management
New Jersey
$324K – – –
TCM
2130
TD Capital Management
Tennessee
$324K – – –
BFG
2131
Bouchey Financial Group
New York
$323K -$4.09K -74 -1%
UF
2132
Univest Financial
Pennsylvania
$322K -$3.04K -55 -0.9%
B
2133
Bellecapital
Switzerland
$321K +$321K +6,075 New
KL
2134
KWMG LLC
Kansas
$318K +$2.87K +52 +0.9%
BP
2135
BBR Partners
New York
$318K +$24.3K +440 +8%
NEPWA
2136
New England Private Wealth Advisors
Massachusetts
$316K +$276 +5 +0.1%
GAAM
2137
Guinness Atkinson Asset Management
California
$313K – – –
GAM
2138
Garrison Asset Management
Arkansas
$313K – – –
EWM
2139
Evermay Wealth Management
Virginia
$310K +$11K +200 +4%
ZF
2140
Zhang Financial
Michigan
$309K +$309K +5,596 New
MGAM
2141
McGowan Group Asset Management
Texas
$307K +$8.35K +151 +3%
PIM
2142
Parker Investment Management
California
$307K +$307K +5,559 New
CL
2143
CIM LLC
New York
$306K – – –
DE
2144
Day & Ennis
Georgia
$304K +$166 +3 +0.1%
FMA
2145
FNY Managed Accounts
New York
$304K +$304K +5,500 New
LIA
2146
LBMC Investment Advisors
Tennessee
$302K +$302K +5,476 New
AEPG
2147
American Economic Planning Group
New Jersey
$299K +$43.1K +780 +17%
MSR
2148
Main Street Research
Connecticut
$298K +$19.1K +345 +7%
BI
2149
Boulegeris Investments
Georgia
$298K +$298K +5,390 New
CCM
2150
Chickasaw Capital Management
Tennessee
$295K – – –
84 85
86
87 88