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Microsoft
MSFT

Overview Fund Activity

2,782 hedge funds and large institutions have $516B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,050 increasing their positions, 1,405 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+37
Holders Change %
+1.35%
% of All Funds
63.85%
Holding in Top 10
1,221
Holding in Top 10 Change
+103
Holding in Top 10 Change %
+9.21%
% of All Funds
28.02%
New
150
Increased
1,050
Reduced
1,405
Closed
76
Calls
$4.8B
Puts
$6.87B
Net Calls
-$2.07B
Net Calls Change
+$389M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$3.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$1.54B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.48B
4
EVM
Eaton Vance Management
Massachusetts
+$869M
5
Goldman Sachs
Goldman Sachs
New York
+$817M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$4.19B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.35B
3
State Street
State Street
Massachusetts
-$1.34B
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.19B
5
First Eagle Investment Management
First Eagle Investment Management
New York
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
2351
Nuveen Fund Advisors
Illinois
$825K -$535K -5,857 -39%
AF
2352
AMG Funds
Connecticut
$821K -$778K -8,527 -49%
DBG
2353
De Burlo Group
Massachusetts
$820K – – –
SFS
2354
Summit Financial Strategies
Ohio
$819K -$7.12K -78 -0.9%
FUBT
2355
First United Bank & Trust
Maryland
$813K -$4.38K -48 -0.5%
AIP
2356
Ahrens Investment Partners
Louisiana
$809K -$9.12K -100 -1%
DWM
2357
Dakota Wealth Management
Florida
$808K +$96.4K +1,056 +14%
ODCM
2358
Old Dominion Capital Management
Virginia
$806K +$33.2K +364 +4%
HCM
2359
Hudson Capital Management
New Jersey
$803K -$179K -1,957 -18%
DA
2360
Dillon & Associates
Michigan
$802K +$1.82K +20 +0.2%
SPL
2361
Smart Portfolios LLC
Washington
$801K +$801K +8,778 New
GFP
2362
Gryphon Financial Partners
Ohio
$791K -$76.8K -842 -9%
CM
2363
Columbus Macro
Pennsylvania
$789K -$71K -777 -8%
KLWA
2364
Kelly Lawrence W & Associates
California
$789K -$11.4K -125 -1%
BWL
2365
Bogart Wealth LLC
Virginia
$786K +$146K +1,581 +23%
TIM
2366
Thornburg Investment Management
New Mexico
$785K – – –
TA
2367
TMD & Associates
Arizona
$778K +$126K +1,377 +19%
KF
2368
Krilogy Financial
Missouri
$774K -$89K -975 -10%
GA
2369
Geller Advisors
New York
$774K +$78.9K +864 +11%
CWM
2370
Cedar Wealth Management
California
$770K +$28.3K +310 +4%
DE
2371
Day & Ennis
Georgia
$770K +$154K +1,691 +25%
APG
2372
Abacus Planning Group
South Carolina
$769K +$23.8K +261 +3%
GCM
2373
Gator Capital Management
Florida
$767K -$329K -3,600 -30%
PFA
2374
Pathway Financial Advisors
Vermont
$767K -$3.83K -42 -0.5%
CWM
2375
Connecticut Wealth Management
Connecticut
$759K -$54.2K -612 -7%
93 94
95
96 97