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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
MCM
876
Maple Capital Management
Vermont
$11.3M +$165K +2,750 +2%
TCOV
877
Trust Company of Vermont
Vermont
$11.3M +$1.22M +20,228 +13%
CIA
878
CCM Investment Advisers
South Carolina
$11.3M -$377K -6,266 -3%
MYLI
879
Meiji Yasuda Life Insurance
Japan
$11.3M -$1.36M -22,650 -11%
JFGIW
880
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M -$58K -964 -0.5%
PWM
881
Patriot Wealth Management
Texas
$11.2M -$46.1K -766 -0.4%
FFBTD
882
First Financial Bank - Trust Division
Ohio
$11.1M +$120K +1,996 +1%
MAM
883
Mark Asset Management
New York
$11.1M +$1.2M +20,034 +13%
NSAM
884
North Star Asset Management
Wisconsin
$11.1M -$106K -1,766 -1%
ACI
885
Alpha Cubed Investments
California
$11.1M +$1.17M +19,425 +12%
PFPT
886
Pinnacle Financial Partners (Tennessee)
Tennessee
$11.1M -$196K -3,254 -2%
CNB
887
Camden National Bank
Maine
$11.1M +$10.7M +178,082 New
BBA
888
BLB&B Advisors
Pennsylvania
$11.1M -$313K -5,202 -3%
ECM
889
ETrade Capital Management
Virginia
$11M +$1.44M +23,984 +16%
CA
890
Callahan Advisors
Texas
$11M -$127K -2,105 -1%
DP
891
Dearborn Partners
Illinois
$11M -$400K -6,651 -4%
AC
892
AFAM Capital
Texas
$11M -$138K -2,296 -1%
FBP
893
Flippin Bruce & Porter
Virginia
$11M -$910K -15,122 -8%
OCM
894
Olstein Capital Management
New York
$11M
GI
895
GAMCO Investors
Connecticut
$11M -$1.09M -18,076 -9%
QIM
896
Quantitative Investment Management
Virginia
$10.9M +$10.6M +176,000 New
BII
897
Bainco International Investors
Massachusetts
$10.9M +$523K +8,697 +5%
CVM
898
Cheviot Value Management
California
$10.9M +$48.7K +810 +0.5%
CCM
899
Catawba Capital Management
Virginia
$10.9M +$176K +2,933 +2%
CAM
900
Carret Asset Management
New York
$10.9M -$343K -5,706 -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.