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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
$11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.8B
3
Asset Management One
Asset Management One
Japan
$805M
4
Vanguard Group
Vanguard Group
Pennsylvania
$32.6B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$1.17B

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
$0
2
Deutsche Bank
Deutsche Bank
Germany
$1.34B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.75B
4
CS
Credit Suisse
Switzerland
$1.1B
5
Franklin Resources
Franklin Resources
California
$5.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIC
2326
Bedell Frazier Investment Counselling
California
$221K -$49K -790 -18%
OWP
2327
Obermeyer Wealth Partners
Colorado
$219K +$219K +3,524 New
LWA
2328
Lowe Wealth Advisors
Maryland
$218K -$39.1K -629 -15%
ACM
2329
Alethea Capital Management
Washington
$217K -$625K -10,088 -74%
ED
2330
Exane Derivatives
France
$217K -$505K -8,120 -70%
BHA
2331
Beech Hill Advisors
New York
$216K -$87.5K -1,405 -29%
GAAM
2332
Guinness Atkinson Asset Management
California
$216K -$59.8K -960 -22%
TBA
2333
Train Babcock Advisors
New York
$213K +$213K +3,435 New
MCP
2334
Mirador Capital Partners
California
$211K -$6.21M -99,999 -97%
SMH
2335
Sanders Morris Harris
Texas
$211K +$211K +3,397 New
MCMT
2336
Moon Capital Management (Tennessee)
Tennessee
$211K +$211K +3,389 New
BWP
2337
BSW Wealth Partners
Colorado
$209K +$209K +3,365 New
I2I
2338
Insight 2811 Inc
Illinois
$208K -$49.5K -798 -19%
PV
2339
Private Vista
Illinois
$207K +$207K +3,256 New
NQWM
2340
Northwest Quadrant Wealth Management
Oregon
$205K +$205K +3,223 New
NI
2341
NFC Investments
Tennessee
$204K +$204K +3,290 New
TAM
2342
Tealwood Asset Management
Minnesota
$203K +$203K +3,263 New
CCM
2343
Carderock Capital Management
Maryland
$201K +$201K +3,233 New
OCAM
2344
Onex Canada Asset Management
Ontario, Canada
$201K +$201K +3,240 New
CWM
2345
Catamount Wealth Management
Connecticut
$192K +$6.2K +100 +3%
SEIA
2346
Signature Estate & Investment Advisors
California
$191K +$12.4K +200 +7%
JWM
2347
Janiczek Wealth Management
Colorado
$186K +$186K +3,000 New
RBC
2348
Roble Belko & Company
Pennsylvania
$172K -$44.4K -714 -21%
TFO
2349
Tarbox Family Office
California
$171K +$372 +6 +0.2%
Group One Trading
2350
Group One Trading
Illinois
$170K +$170K +2,742 New
92 93
94
95 96