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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
EBSAM
851
Eubel Brady & Suttman Asset Management
Ohio
$12M -$392K -6,512 -3%
AF
852
Alerus Financial
North Dakota
$12M -$135K -2,245 -1%
CAI
853
Capital Advisors Inc
Oklahoma
$12M +$10.3M +172,028 +818%
NAM
854
North American Management
Massachusetts
$12M -$3.07K -51 -0%
HC
855
Henshaw Capital
Massachusetts
$11.9M
AA
856
Ancora Advisors
Ohio
$11.9M +$3.5M +58,222 +44%
JWBC
857
J.W. Burns & Co
New York
$11.9M +$39.3K +654 +0.3%
CL
858
Croft-Leominster
Maryland
$11.9M -$11.5M -191,621 Closed
NOCM
859
Night Owl Capital Management
Connecticut
$11.8M -$3.65M -60,750 -24%
BSPF
860
British Steel Pension Fund
United Kingdom
$11.8M +$1.2M +20,000 +12%
CIC
861
Canal Insurance Company
South Carolina
$11.8M -$2.41M -40,000 -17%
AAM
862
Auxier Asset Management
Oregon
$11.8M -$8.96K -149 -0.1%
SCM
863
Sandler Capital Management
New York
$11.8M -$337K -5,600 -3%
FAB
864
First American Bank
Illinois
$11.7M +$2.36M +39,214 +26%
GC
865
Grimes & Company
Massachusetts
$11.7M +$54.1K +899 +0.5%
BAAM
866
Baker Avenue Asset Management
California
$11.7M +$477K +7,932 +4%
STB
867
S&T Bank
Pennsylvania
$11.7M -$125K -2,071 -1%
BWP
868
Baldwin Wealth Partners
Massachusetts
$11.6M +$9.5M +158,002 +536%
TRCT
869
Tower Research Capital (TRC)
New York
$11.6M +$11.2M +186,893 +41,532%
NPF
870
Norris Perne & French
Michigan
$11.5M +$19.4K +322 +0.2%
PGIM
871
Pacific Global Investment Management
California
$11.4M -$49.5K -823 -0.4%
OCA
872
Otter Creek Advisors
Florida
$11.4M -$1.06M -17,562 -9%
PCM
873
Parsons Capital Management
Rhode Island
$11.3M -$85.1K -1,415 -0.8%
MSV
874
MN Services Vermogensbeheer
Netherlands
$11.3M -$45.4K -755 -0.4%
NIA
875
Northstar Investment Advisors
Colorado
$11.3M +$357K +5,935 +3%

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.