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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
BCA
926
Bernzott Capital Advisors
California
$10.4M +$146K +2,430 +1%
SIP
927
Stoneridge Investment Partners
Pennsylvania
$10.4M +$3.6M +59,789 +56%
FMBTD
928
First Midwest Bank Trust Division
Illinois
$10.3M +$136K +2,261 +1%
FMT
929
First Mercantile Trust
Tennessee
$10.3M +$118K +1,963 +1%
PPCM
930
Pillar Pacific Capital Management
California
$10.3M +$155K +2,570 +2%
FNFDCM
931
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$10.3M
BFA
932
Bragg Financial Advisors
North Carolina
$10.3M +$112K +1,870 +1%
FB
933
Fulton Bank
Pennsylvania
$10.3M +$5.47K +91 +0.1%
ONB
934
Old National Bancorp
Indiana
$10.2M -$177K -2,947 -2%
RMDI
935
R.M. Davis Inc
Maine
$10.2M +$95.2K +1,582 +1%
SFG
936
Sather Financial Group
Texas
$10.1M -$78K -1,296 -0.8%
MMH
937
Menora Mivtachim Holdings
Israel
$10M +$9.71M +161,500 New
LTI
938
Laffer Tengler Investments
Tennessee
$9.98M -$290K -4,828 -3%
SGK
939
Steigerwald Gordon & Koch
Virginia
$9.96M +$259K +4,310 +3%
MA
940
Montag & Associates
Georgia
$9.88M +$615K +10,232 +7%
VCAM
941
Van Cleef Asset Management
Ohio
$9.84M -$17.9K -297 -0.2%
MAM
942
Majedie Asset Management
United Kingdom
$9.81M -$2.33M -38,743 -20%
KFS
943
Kurt F. Somerville
$9.79M -$117K -1,938 -1%
ECM
944
Everence Capital Management
Indiana
$9.76M -$689K -11,458 -7%
FNT
945
First Nebraska Trust
Nebraska
$9.75M -$152K -2,524 -2%
MPWT
946
MassMutual Private Wealth & Trust
Connecticut
$9.71M +$9.4M +156,315 New
GC
947
Gratus Capital
Georgia
$9.64M -$221K -3,678 -2%
BWFA
948
Baltimore-Washington Financial Advisors
Maryland
$9.6M -$144K -2,399 -2%
BG
949
Bollard Group
Massachusetts
$9.59M +$4.27K +71 +0%
CAM
950
Congress Asset Management
Massachusetts
$9.56M +$324K +5,395 +4%

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.