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2,425 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, 917 increasing their positions, 1,073 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 252 | Existing positions closed: 63

73.57% more ownership

Funds ownership: 0%73.57% (+74%)

15% more call options, than puts

Call options by funds: $4.64B | Put options by funds: $4.05B

10% more capital invested

Capital invested by funds: $322B → $355B (+$33.2B)

10% more funds holding in top 10

Funds holding in top 10: 847931 (+84)

7% more funds holding

Funds holding: 2,2722,425 (+153)

15% less repeat investments, than reductions

Existing positions increased: 917 | Existing positions reduced: 1,073

Holders
2,425
Holders Change
+153
Holders Change %
+6.73%
% of All Funds
60.63%
Holding in Top 10
931
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.92%
% of All Funds
23.27%
New
252
Increased
917
Reduced
1,073
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
776
Capco Asset Management
Florida
$14.5M +$14M +233,053 New
MC
777
Muhlenkamp & Co
Pennsylvania
$14.5M -$104K -1,725 -0.7%
PCMK
778
Paragon Capital Management (Kansas)
Kansas
$14.4M -$437K -7,267 -3%
Mariner
779
Mariner
Kansas
$14.4M +$2.97M +49,301 +27%
AHB
780
Abner Herrman & Brock
New Jersey
$14.3M -$94.3K -1,568 -0.7%
LCM
781
LVM Capital Management
Michigan
$14.3M -$887K -14,754 -6%
W
782
Wealthfront
California
$14.3M +$1.89M +31,364 +16%
FM
783
Foster & Motley
Ohio
$14.3M +$223K +3,715 +2%
SAM
784
Sompo Asset Management
Japan
$14.3M +$13.8M +230,050 New
SAM
785
Symphony Asset Management
California
$14.3M -$326K -5,418 -2%
CFA
786
Carroll Financial Associates
North Carolina
$14.2M -$367K -6,102 -3%
MAP
787
Managed Asset Portfolios
Michigan
$14.2M +$397K +6,604 +3%
CPC
788
Cookson Peirce & Co
Pennsylvania
$14.2M -$210K -3,491 -2%
NB
789
NBT Bank
New York
$14.2M -$161K -2,682 -1%
AAF
790
Andra AP-fonden
Sweden
$14.1M -$2.59M -43,100 -16%
EB
791
Eastern Bank
Massachusetts
$14.1M +$44.4K +739 +0.3%
BT
792
Beacon Trust
New Jersey
$14.1M +$82.4K +1,370 +0.6%
CC
793
ClearArc Capital
Ohio
$14.1M +$139K +2,317 +1%
EWM
794
Edge Wealth Management
New York
$14M -$227K -3,780 -2%
TMAM
795
Tokio Marine Asset Management
Japan
$13.9M -$2.96M -49,171 -18%
TTWM
796
TCV Trust & Wealth Management
Virginia
$13.8M +$33.2K +552 +0.2%
WT
797
Washington Trust
Rhode Island
$13.8M +$76.4K +1,270 +0.6%
CONA
798
Capital One National Association
New York
$13.7M -$48.8K -811 -0.4%
SOADOR
799
State of Alaska Department of Revenue
Alaska
$13.6M -$367K -6,100 -3%
FNT
800
First National Trust
Pennsylvania
$13.5M -$761K -12,660 -5%

MSFT Hedge Fund Activity: Q4 2016 in Review

2,425 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2016, worth a combined $355B — up 10% from $322B a quarter earlier.

Buyers outnumbered sellers: 252 funds opened new MSFT positions and 63 closed out — a net gain of 189 holders — while 917 added to existing stakes and 1,073 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.06B. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $703M sold.

  • 2,425 institutional investors held Microsoft (MSFT) as of Q4 2016, up from 2,272 in Q3 2016.
  • Funds reported $355B of Microsoft stock for Q4 2016, up 10% quarter-over-quarter.
  • 252 funds opened new Microsoft positions in Q4 2016 and 63 closed out, a net change of +189 holders.
  • The largest Microsoft buyer in Q4 2016 was Fidelity Investments, an estimated $1.06B added.
  • The largest Microsoft seller in Q4 2016 was Mizuho Trust & Banking, an estimated $703M sold.

Based on aggregated 13F filings for Q4 2016.