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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
VKH
826
Virtu KCG Holdings
New York
$12.8M +$10.1M +168,176 +452%
NL
827
NWAM LLC
Washington
$12.8M +$426K +7,080 +4%
TCM
828
Tufton Capital Management
Maryland
$12.7M -$254K -4,216 -2%
FHAM
829
Folger Hill Asset Management
New York
$12.7M +$12.3M +204,500 New
FFIC
830
First Fiduciary Investment Counsel
Ohio
$12.7M +$256K +4,261 +2%
FBB
831
Fulton Breakefield Broenniman
Maryland
$12.6M -$53.7K -892 -0.4%
OA
832
Oak Associates
Ohio
$12.6M +$2.88M +47,801 +31%
LC
833
Loews Corp
New York
$12.5M -$4.21M -70,000 -26%
GCM
834
Gabalex Capital Management
New York
$12.4M
JC
835
JBF Capital
Colorado
$12.4M
LKIM
836
Lawson Kroeker Investment Management
Nebraska
$12.4M -$3.52M -58,507 -23%
AC
837
Addenda Capital
Quebec, Canada
$12.4M +$678K +11,280 +6%
HBWM
838
Hollow Brook Wealth Management
New York
$12.4M +$55.7K +926 +0.5%
NRS
839
Neville Rodie & Shaw
New York
$12.3M +$452K +7,521 +4%
LRPA
840
L. Roy Papp & Associates
Arizona
$12.3M +$532K +8,843 +5%
CCFCSB
841
Cape Cod Five Cents Savings Bank
Massachusetts
$12.2M +$51.7K +859 +0.4%
Cohen & Steers
842
Cohen & Steers
New York
$12.2M
CA
843
CapWealth Advisors
Tennessee
$12.2M +$268K +4,458 +2%
BCM
844
Buckhead Capital Management
Georgia
$12.2M -$1.41M -23,455 -11%
DSI
845
Daiwa SB Investments
Japan
$12.2M -$27.1K -450 -0.2%
BFS
846
Baskin Financial Services
Ontario, Canada
$12.2M +$256K +4,262 +2%
LNWWM
847
Laird Norton Wetherby Wealth Management
California
$12.1M -$248K -4,127 -2%
AC
848
Allstate Corporation
Illinois
$12.1M +$6.11M +101,656 +110%
JMFC
849
J.M. Forbes & Co
Massachusetts
$12.1M -$52K -865 -0.4%
UFF
850
USA Financial Formulas
Michigan
$12.1M +$11.7M +194,162 New

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.