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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 %
KLWA
2326
Kelly Lawrence W & Associates
California
$749K +$25.5K +298 +4%
GI
2327
Gradient Investments
Minnesota
$746K -$60.9K -712 -8%
PO
2328
Private Ocean
California
$740K +$105K +1,226 +17%
FMB
2329
Field & Main Bank
Kentucky
$740K +$740K +8,650 New
TIM
2330
Thornburg Investment Management
New Mexico
$736K -$1.23M -14,422 -63%
BI
2331
Ballast Inc
Kentucky
$736K +$736K +8,606 New
LWA
2332
Lenox Wealth Advisors
New York
$730K +$413K +4,829 +130%
CCM
2333
Check Capital Management
California
$729K -$98.4K -1,150 -12%
CG
2334
Corundum Group
Colorado
$727K -$138K -1,615 -16%
ODCM
2335
Old Dominion Capital Management
Virginia
$724K +$16K +187 +2%
PFA
2336
Pathway Financial Advisors
Vermont
$722K +$722K +8,446 New
RPA
2337
Rock Point Advisors
Vermont
$713K -$28.2K -330 -4%
WPW
2338
Winthrop Partners - WNY
New York
$709K +$709K +7,347 New
OLA
2339
Oliver Luxxe Assets
New Jersey
$709K +$200K +2,335 +39%
PIM
2340
Partner Investment Management
California
$707K -$1.38M -16,087 -66%
NVIM
2341
New Vernon Investment Management
Illinois
$705K – – –
ABTD
2342
Arvest Bank Trust Division
Oklahoma
$702K -$96.2K -1,125 -12%
APG
2343
Abacus Planning Group
South Carolina
$698K +$698K +8,163 New
CGA
2344
Crescent Grove Advisors
Illinois
$697K -$74.9K -875 -10%
HCM
2345
Highlander Capital Management
New Jersey
$696K – – –
CWM
2346
Cedar Wealth Management
California
$695K -$61.4K -718 -8%
IAA
2347
Ironsides Asset Advisors
North Carolina
$695K – – –
NEPWA
2348
New England Private Wealth Advisors
Massachusetts
$687K +$64.9K +755 +10%
WCM
2349
Wedge Capital Management
North Carolina
$686K +$13.3K +156 +2%
HC
2350
Hampstead Capital
United Kingdom
$684K -$3.59M -42,000 -84%
92 93
94
95 96