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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 %
AA
2176
Alesco Advisors
New York
$529K – – –
CC
2177
Cedar Capital
Illinois
$527K -$230K -3,335 -30%
SAM
2178
Shikiar Asset Management
New York
$525K – – –
GI
2179
Gradient Investments
Minnesota
$524K -$64.6K -937 -11%
KF
2180
Krilogy Financial
Missouri
$523K +$10.4K +151 +2%
GQG Partners
2181
GQG Partners
Florida
$522K -$93.9K -1,361 -15%
IOOF
2182
Independent Order of Foresters
Ontario, Canada
$521K -$54.4K -790 -9%
PAS
2183
Professional Advisory Services
Florida
$519K -$13.9K -201 -3%
GA
2184
Greytown Advisors
Florida
$517K – – –
TI
2185
Trexquant Investment
Connecticut
$517K +$517K +7,500 New
ACA
2186
Ackerman Capital Advisors
Texas
$512K +$512K +7,425 New
NEPWA
2187
New England Private Wealth Advisors
Massachusetts
$511K +$92.3K +1,331 +22%
GRP
2188
Global Retirement Partners
California
$510K +$38.6K +561 +8%
CCG
2189
Chatham Capital Group
Georgia
$507K -$9.16K -133 -2%
FWSM
2190
First Wilshire Securities Management
California
$507K – – –
PO
2191
Private Ocean
California
$507K – – –
QC
2192
QCM Cayman
Texas
$507K +$261K +3,784 +106%
RWA
2193
RGT Wealth Advisors
Texas
$504K +$100K +1,455 +25%
HCM
2194
Harvey Capital Management
Florida
$503K – – –
TC
2195
Trust Company
Kansas
$502K -$176K -2,560 -26%
NWM
2196
Northwest Wealth Management
Iowa
$502K +$33.1K +480 +7%
GAM
2197
Gemmer Asset Management
California
$497K +$896 +13 +0.2%
BC
2198
Banced Corp
Illinois
$495K -$19.7K -286 -4%
GAMC
2199
Garner Asset Management Corp
Texas
$495K +$495K +7,176 New
TA
2200
TMD & Associates
Arizona
$493K -$117K -1,700 -19%
86 87
88
89 90