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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCA
2151
Rowland Carmichael Advisors
Arizona
$1.37M -$65.5K -717 -5%
CWP
2152
Capital Wealth Planning
Florida
$1.37M +$1.37M +14,980 New
FC
2153
Forte Capital
New York
$1.36M +$233K +2,551 +21%
MS
2154
Marshall & Sullivan
Washington
$1.36M -$182K -2,000 -12%
BBA
2155
Braun-Bostich & Associates
Pennsylvania
$1.36M -$180K -1,967 -12%
OCG
2156
Opus Capital Group
Ohio
$1.36M -$136K -1,485 -9%
WA
2157
WealthTrust-Arizona
Arizona
$1.35M -$64.4K -706 -5%
WAAG
2158
Wealth Alliance Advisory Group
Kansas
$1.35M +$725K +7,946 +116%
SSG
2159
Summit Securities Group
New York
$1.35M -$11.3M -123,300 -89%
IWC
2160
Integrated Wealth Concepts
Massachusetts
$1.35M +$83.8K +947 +7%
SCM
2161
Southport Capital Management
Tennessee
$1.35M +$55.6K +609 +4%
MSR
2162
Main Street Research
Connecticut
$1.35M +$437K +4,789 +48%
SWA
2163
SFMG Wealth Advisors
Texas
$1.35M +$44.4K +486 +3%
RC
2164
Reik & Co
New York
$1.34M +$54.3K +595 +4%
HA
2165
Halsey Associates
Connecticut
$1.33M -$7.3K -80 -0.5%
SSW
2166
Smith Shellnut Wilson
Mississippi
$1.32M +$637K +6,980 +93%
AWA
2167
Arete Wealth Advisors
Illinois
$1.32M +$94.2K +1,034 +8%
IRC
2168
Investors Research Corp
Georgia
$1.31M – – –
SP
2169
Successful Portfolios
Florida
$1.31M -$13.7K -150 -1%
RVPG
2170
Relative Value Partners Group
$1.31M +$164K +1,799 +14%
FPF
2171
FNY Partners Fund
New York
$1.31M +$1.31M +14,300 New
SHGA
2172
Sand Hill Global Advisors
California
$1.3M -$6.2M -67,979 -83%
PAG
2173
Pinnacle Advisory Group
Maryland
$1.3M -$601K -6,587 -32%
CPA
2174
Cowen Prime Advisors
New York
$1.3M -$9.13K -100 -0.7%
GA
2175
Greytown Advisors
Florida
$1.3M +$26.2K +287 +2%
85 86
87
88 89