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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 %
PAS
2151
Professional Advisory Services
Florida
$480K – – –
PCMM
2152
Private Capital Management (Minnesota)
Minnesota
$478K -$27.9K -450 -6%
CFS
2153
Commonwealth Financial Services
West Virginia
$476K +$4.51K +72 +1%
SAM
2154
Shikiar Asset Management
New York
$473K +$87K +1,400 +23%
B
2155
Bridgeworth
Alabama
$473K +$473K +7,473 New
CCG
2156
Chatham Capital Group
Georgia
$472K – – –
CC
2157
Cognios Capital
Kansas
$471K +$5.34K +86 +1%
GA
2158
Greytown Advisors
Florida
$466K +$466K +7,504 New
IWA
2159
Intercontinental Wealth Advisors
Texas
$464K -$6.09K -98 -1%
AZA
2160
Arthur Zaske & Associates
Michigan
$464K +$112K +1,800 +32%
EGA
2161
E&G Advisors
Texas
$463K +$217K +3,500 +89%
KF
2162
Krilogy Financial
Missouri
$462K +$74.9K +1,207 +19%
AAM
2163
Autus Asset Management
Arizona
$461K +$6.28K +101 +1%
FWSM
2164
First Wilshire Securities Management
California
$457K -$311K -5,000 -40%
PO
2165
Private Ocean
California
$457K – – –
GAM
2166
Gemmer Asset Management
California
$455K +$994 +16 +0.2%
BWA
2167
Burt Wealth Advisors
Maryland
$453K +$11.2K +180 +3%
RCM
2168
RB Capital Management
Nevada
$453K +$453K +7,292 New
FA
2169
Fortis Advisors
Pennsylvania
$451K +$451K +7,249 New
SCM
2170
Southport Capital Management
Tennessee
$450K -$63.3K -1,019 -12%
KP
2171
Keel Point
Alabama
$448K -$63.4K -1,021 -12%
RP
2172
Reinhart Partners
Wisconsin
$446K +$446K +7,185 New
SHJ
2173
Sharkey, Howes & Javer
Colorado
$443K +$745 +12 +0.2%
NWM
2174
Northwest Wealth Management
Iowa
$443K +$443K +7,128 New
ZAM
2175
Zevin Asset Management
Massachusetts
$442K – – –
85 86
87
88 89