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Microsoft
MSFT

Overview Fund Activity

2,468 hedge funds and large institutions have $395B invested in Microsoft in 2017 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 944 increasing their positions, 1,219 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
+44
Holders Change %
+1.82%
% of All Funds
61.62%
Holding in Top 10
936
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-0.32%
% of All Funds
23.37%
New
115
Increased
944
Reduced
1,219
Closed
49
Calls
$4.01B
Puts
$4.4B
Net Calls
-$389M
Net Calls Change
-$766M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$3.26B
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.91B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.73B
5
LPC
Lone Pine Capital
Connecticut
+$668M

Top Sellers

1
State Street
State Street
Massachusetts
-$739M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$649M
3
Barclays
Barclays
United Kingdom
-$597M
4
Franklin Resources
Franklin Resources
California
-$504M
5
GIM
Generation Investment Management
United Kingdom
-$499M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
2126
IRON Financial
Illinois
$622K -$35.7K -518 -5%
NP
2127
NorthRock Partners
Minnesota
$621K -$1.75M -25,423 -74%
FUBT
2128
First United Bank & Trust
Maryland
$621K -$7.17K -104 -1%
HJA
2129
Hugh Johnson Advisors
New York
$621K +$40.6K +589 +7%
CFA
2130
Capstone Financial Advisors
Illinois
$621K +$56.4K +818 +10%
PCMM
2131
Private Capital Management (Minnesota)
Minnesota
$620K +$89.6K +1,300 +17%
DBG
2132
De Burlo Group
Massachusetts
$619K – – –
MF
2133
Magnetar Financial
Illinois
$615K +$615K +8,928 New
NWP
2134
Northstar Wealth Partners
Connecticut
$614K -$7.55K -108 -1%
CIC
2135
Cornercap Investment Counsel
Georgia
$608K – – –
CBA
2136
Coastal Bridge Advisors
Connecticut
$608K +$20.3K +295 +3%
TCM
2137
Tuttle Capital Management
Connecticut
$605K +$605K +8,772 New
RA
2138
Rational Advisors
New York
$605K +$605K +8,772 New
SSW
2139
Smith Shellnut Wilson
Mississippi
$599K +$71.1K +1,390 +13%
VCM
2140
Vigilant Capital Management
Maine
$598K +$895 +13 +0.1%
LF
2141
Lee Financial
Texas
$591K +$22.4K +324 +4%
PAMG
2142
Patton Albertson Miller Group
Tennessee
$589K -$121K -1,662 -17%
DWM
2143
Destination Wealth Management
California
$586K -$158K -2,295 -21%
DA
2144
Dillon & Associates
Michigan
$586K +$11.5K +166 +2%
TI
2145
Turner Investments
Pennsylvania
$585K +$585K +8,480 New
HFM
2146
Harvest Fund Management
China
$584K +$6.21K +90 +1%
KLWA
2147
Kelly Lawrence W & Associates
California
$583K -$482 -7 -0.1%
RPA
2148
Rock Point Advisors
Vermont
$580K – – –
CWM
2149
Cedar Wealth Management
California
$578K -$67.9K -986 -11%
KI
2150
Koch Industries
Kansas
$574K +$574K +8,328 New
84 85
86
87 88