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Microsoft
MSFT

Overview Fund Activity

2,424 hedge funds and large institutions have $374B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 946 increasing their positions, 1,178 reducing their positions, and 78 closing their positions.

Holders
2,424
Holders Change
+4
Holders Change %
+0.17%
% of All Funds
60.43%
Holding in Top 10
939
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.19%
% of All Funds
23.41%
New
109
Increased
946
Reduced
1,178
Closed
78
Calls
$3.82B
Puts
$3.44B
Net Calls
+$377M
Net Calls Change
-$213M

Top Buyers

1
BlackRock
1
BlackRock
New York
$31B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$35.5B
3
Citadel Advisors
3
Citadel Advisors
Florida
$547M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$534M
5
Capital World Investors
5
Capital World Investors
California
$22.2B

Top Sellers

1
VH
1
ValueAct Holdings
California
$1.52B
2
Franklin Resources
2
Franklin Resources
California
$4.79B
3
LPC
3
Lone Pine Capital
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.13B
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$656M
Name Market Value Shares Shares
Change 		Shares
Change %
OWP
2326
Obermeyer Wealth Partners
Colorado
$232K 3,524 – –
ACM
2327
Alethea Capital Management
Washington
$231K 3,500 – –
MCP
2328
Mirador Capital Partners
California
$230K 3,499 +102 +3%
GAAM
2329
Guinness Atkinson Asset Management
California
$229K 3,470 – –
NQWM
2330
Northwest Quadrant Wealth Management
Oregon
$229K 3,316 +93 +3%
SMH
2331
Sanders Morris Harris
Texas
$224K 3,400 +3 +0.1%
I2I
2332
Insight 2811 Inc
Illinois
$221K 3,351 -2 -0.1%
AFIA
2333
America First Investment Advisors
Nebraska
$221K 3,352 +850 +34%
CCM
2334
Copeland Capital Management
Pennsylvania
$219K 3,401 -400 -11%
CFN
2335
Cordasco Financial Network
Florida
$219K 3,326 +1,026 +45%
CCA
2336
Conservest Capital Advisors
Pennsylvania
$219K 3,322 +3,322 New
KA
2337
KLCM Advisors
Wisconsin
$219K 3,324 +3,324 New
LWA
2338
Lowe Wealth Advisors
Maryland
$218K 3,309 -199 -6%
ACM
2339
Avalon Capital Management
California
$217K 3,298 -24,113 -88%
EMG
2340
Ellington Management Group
Connecticut
$217K 3,300 -10,800 -77%
NI
2341
NFC Investments
Tennessee
$217K 3,290 – –
OCAM
2342
Onex Canada Asset Management
Ontario, Canada
$217K 3,287 +47 +1%
TCM
2343
Towercrest Capital Management
Pennsylvania
$209K 3,168 +3,168 New
SDWMA
2344
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K 3,176 +3,176 New
LFR
2345
Lehman Financial Resources
Pennsylvania
$208K 3,160 +3,160 New
ACP
2346
Arcus Capital Partners
Georgia
$205K 3,114 +3,114 New
CWM
2347
Catamount Wealth Management
Connecticut
$204K 3,096 – –
FFW
2348
Fusion Family Wealth
New York
$202K 3,071 -627 -17%
TFF
2349
The Family Firm
Maryland
$201K 3,055 +3,055 New
RAM
2350
Riggs Asset Management
Pennsylvania
$199K 3,018 +643 +27%
92 93
94
95 96