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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 %
AAP
2251
Arax Advisory Partners
Colorado
$323K +$323K +5,194 New
AEPG
2252
American Economic Planning Group
New Jersey
$322K +$19.6K +316 +6%
HP
2253
HT Partners
Connecticut
$319K – – –
AIP
2254
Ahrens Investment Partners
Louisiana
$316K +$316K +5,093 New
AIP
2255
Almanack Investment Partners
Pennsylvania
$313K +$313K +5,036 New
LK
2256
Lumbard & Kellner
New Hampshire
$311K – – –
OIM
2257
Opus Investment Management
Massachusetts
$311K – – –
GIM
2258
Guild Investment Management
California
$311K +$311K +5,000 New
BWM
2259
Baystate Wealth Management
Massachusetts
$310K -$10.1K -162 -3%
MGAM
2260
McGowan Group Asset Management
Texas
$308K +$10.1K +162 +3%
WDL
2261
Well Done LLC
Michigan
$304K -$102K -1,643 -25%
FAG
2262
Financial Advisory Group
Texas
$303K -$35.3K -569 -10%
SS
2263
Sunbelt Securities
Texas
$300K +$79.6K +1,280 +36%
RPAM
2264
Rhenman & Partners Asset Management
Sweden
$298K +$103K +1,653 +53%
BCA
2265
Bray Capital Advisors
Florida
$295K – – –
AMG
2266
Asset Management Group
Connecticut
$295K +$15.9K +255 +6%
PFA
2267
Pure Financial Advisors
California
$295K +$295K +4,745 New
ESBC
2268
E.S. Barr & Co
Kentucky
$294K -$5.16K -83 -2%
DDPIC
2269
Deroy & Devereaux Private Investment Counsel
Michigan
$293K -$6.21K -100 -2%
SSG
2270
Summit Securities Group
New York
$292K -$16.6M -267,993 -98%
CCB
2271
Cutter & Co Brokerage
Missouri
$291K -$54.1K -872 -16%
TCM
2272
Teza Capital Management
Illinois
$289K +$289K +4,644 New
CB
2273
Cooke & Bieler
Pennsylvania
$286K – – –
EM
2274
Emancipation Management
New York
$283K -$838K -13,500 -75%
OWM
2275
Orgel Wealth Management
Wisconsin
$281K -$19.8K -319 -7%
89 90
91
92 93