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Microsoft
MSFT

Overview Fund Activity

2,745 hedge funds and large institutions have $487B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 951 increasing their positions, 1,268 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,745
Holders Change
+266
Holders Change %
+10.73%
% of All Funds
62.34%
Holding in Top 10
1,118
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+14.67%
% of All Funds
25.39%
New
343
Increased
951
Reduced
1,268
Closed
49
Calls
$4.65B
Puts
$7.11B
Net Calls
-$2.46B
Net Calls Change
-$1.79B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$853M
3
AAMU
Amundi Asset Management US
Massachusetts
+$778M
4
TCI Fund Management
TCI Fund Management
United Kingdom
+$690M
5
Barclays
Barclays
United Kingdom
+$452M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.51B
2
Credit Agricole
Credit Agricole
France
-$771M
3
Bank of America
Bank of America
North Carolina
-$759M
4
Gates Foundation Trust
Gates Foundation Trust
Washington
-$684M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$536M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
2176
Pointe Capital Management
Michigan
$1.1M -$42.4K -496 -4%
SIA
2177
Starfire Investment Advisers
Michigan
$1.1M +$296K +3,461 +37%
TWM
2178
Torch Wealth Management
Ohio
$1.09M +$116K +1,351 +12%
SIC
2179
SFE Investment Counsel
California
$1.08M -$37.3K -436 -3%
SAA
2180
Southeast Asset Advisors
Georgia
$1.08M +$513 +6 +0%
BI
2181
Bramshill Investments
Florida
$1.08M -$115K -1,344 -10%
LGC
2182
Laurel Grove Capital
California
$1.07M -$121K -1,420 -10%
RVPG
2183
Relative Value Partners Group
$1.07M – – –
DWM
2184
Destination Wealth Management
California
$1.07M +$406K +4,742 +61%
CC
2185
Capital Counsel
New York
$1.06M +$73.6K +860 +7%
VA
2186
Valmark Advisers
Ohio
$1.06M +$826K +9,659 +347%
FC
2187
Forte Capital
New York
$1.06M -$126K -1,470 -11%
HFM
2188
Harvest Fund Management
China
$1.06M +$333K +3,895 +46%
AIM
2189
Avity Investment Management
Connecticut
$1.05M +$362K +4,232 +52%
NCM
2190
Noesis Capital Mangement
Florida
$1.05M -$131K -1,526 -11%
FAM
2191
Flaharty Asset Management
Florida
$1.05M +$449K +5,090 +75%
CWM
2192
Circle Wealth Management
New Jersey
$1.04M +$51.9K +607 +5%
SC
2193
Schulhoff & Co
Ohio
$1.03M – – –
Kayne Anderson Rudnick Investment Management
2194
Kayne Anderson Rudnick Investment Management
California
$1.03M -$24.5K -286 -2%
GC
2195
Gilbert & Cook
Iowa
$1.03M -$40K -467 -4%
GCM
2196
Gator Capital Management
Florida
$1.03M +$1.03M +12,000 New
GCM
2197
Graham Capital Management
Connecticut
$1.02M +$1.02M +11,945 New
SAM
2198
Summit Asset Management
Tennessee
$1.02M +$513 +6 +0.1%
WA
2199
Wealth Architects
California
$1.02M -$24.2K -283 -2%
VHAM
2200
Van Hulzen Asset Management
California
$1.02M -$3.34K -39 -0.3%
86 87
88
89 90