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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 %
RFWA
2226
RPg Family Wealth Advisory
Massachusetts
$363K -$13.9K -223 -4%
GIM
2227
Groesbeck Investment Management
New Jersey
$360K – – –
AP
2228
Atwood & Palmer
Missouri
$359K – – –
BFG
2229
Bouchey Financial Group
New York
$358K -$17.5K -282 -5%
CCM
2230
Canal Capital Management
Virginia
$357K +$26K +418 +8%
NA
2231
Nottingham Advisors
New York
$356K -$24.3K -391 -6%
CCM
2232
Chickasaw Capital Management
Tennessee
$354K +$43.5K +700 +14%
SAM
2233
Shamrock Asset Management
Texas
$351K +$36.2K +582 +11%
HIM
2234
Hillsdale Investment Management
Ontario, Canada
$350K +$350K +5,640 New
WCM
2235
Weatherstone Capital Management
Colorado
$347K +$347K +5,586 New
CL
2236
CIM LLC
New York
$345K -$1.55K -25 -0.4%
HP
2237
Hartree Partners
New York
$343K +$343K +5,514 New
PVH
2238
Psagot Value Holdings
Israel
$342K – – –
FWM
2239
FFT Wealth Management
Pennsylvania
$342K +$31.1K +500 +10%
LWM
2240
Lenox Wealth Management
Ohio
$341K -$6.15K -99 -2%
CA
2241
Cortland Associates
Missouri
$337K – – –
AWE
2242
Avidian Wealth Enterprises
Texas
$336K -$73.4K -1,180 -18%
OAM
2243
Oberweis Asset Management
Illinois
$336K – – –
AF
2244
Affiance Financial
Minnesota
$332K -$32.8K -527 -9%
NPPM
2245
North Point Portfolio Managers
Ohio
$332K – – –
KIC
2246
Keating Investment Counselors
Florida
$330K -$168K -2,700 -34%
WRM
2247
Weybosset Research & Management
Rhode Island
$329K +$39.7K +638 +14%
BMCM
2248
Bryn Mawr Capital Management
Pennsylvania
$329K +$329K +5,299 New
MIC
2249
MU Investments Company
Japan
$325K -$157K -2,500 -33%
MCM
2250
MV Capital Management
Maryland
$323K +$4.66K +75 +1%
88 89
90
91 92