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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 %
GBBWRPM
2351
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$195K 2,949 -1,371 -32%
WP
2352
WealthPLAN Partners
Nebraska
$195K 2,975 +2,975 New
AIP
2353
Almanack Investment Partners
Pennsylvania
$192K 2,920 -2,116 -42%
RPG
2354
Risk Paradigm Group
Texas
$191K 2,894 -1,493 -34%
PCA
2355
Peddock Capital Advisors
Massachusetts
$187K 2,836 +1,024 +57%
RBC
2356
Roble Belko & Company
Pennsylvania
$182K 2,759 -4 -0.1%
AA
2357
AlphaMark Advisors
Kentucky
$174K 2,647 +567 +27%
AA
2358
Apriem Advisors
California
$171K 2,592 +209 +9%
HCM
2359
Horrell Capital Management
Arkansas
$165K 2,510 – –
PCFFS
2360
Pacific Center for Financial Services
California
$164K 2,497 – –
PFGIA
2361
Patriot Financial Group Insurance Agency
Massachusetts
$162K 2,473 -100 -4%
CWM
2362
Cranbrook Wealth Management
Michigan
$161K 2,449 -140 -5%
CFG
2363
CKW Financial Group
Hawaii
$153K 2,320 – –
IUHSA
2364
Itau Unibanco Holding S.A.
Brazil
$147K 2,235 +2,235 New
KKAMG
2365
Kernodle & Katon Asset Management Group
Arkansas
$136K 2,067 +11 +0.5%
HWM
2366
Holloway Wealth Management
Florida
– – – –
UWPG
2367
Ullmann Wealth Partners Group
Florida
$132K 2,015 +2,015 New
DSN
2368
D. Scott Neal
Kentucky
$123K 1,865 +2 +0.1%
EP
2369
Edinburgh Partners
United Kingdom
$116K 1,766 – –
SFPIA
2370
Stevens First Principles Investment Advisors
California
$116K 1,755 – –
APSP
2371
Asset Planning Services (Pennsylvania)
Pennsylvania
$114K 1,737 +837 +93%
SIM
2372
Sprucegrove Investment Management
Ontario, Canada
$113K 171,521 -41,000 -19%
JIR
2373
James Investment Research
Ohio
$112K 1,702 +388 +30%
SAS
2374
Stelac Advisory Services
New York
$108K 1,646 – –
SMFG
2375
Sumitomo Mitsui Financial Group
Japan
$97K 1,470 +1,470 New
93 94
95
96 97