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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
OWD
951
Osborn Williams & Donohoe
Ohio
$9.48M +$39.7K +660 +0.4%
LSA
952
L & S Advisors
California
$9.48M +$45K +749 +0.5%
BPM
953
Bowling Portfolio Management
Ohio
$9.46M -$1.26M -20,969 -12%
FTC
954
Farmers Trust Company
Ohio
$9.45M -$920K -15,290 -9%
LA
955
Lynch & Associates
Indiana
$9.45M +$136K +2,253 +2%
LM
956
Lincluden Management
Ontario, Canada
$9.45M +$116K +1,935 +1%
VC
957
Vestor Capital
Illinois
$9.44M +$5.83K +97 +0.1%
AL
958
Agran Libbie
California
$9.41M +$96.5K +1,605 +1%
TWMP
959
Taylor Wealth Management Partners
Massachusetts
$9.4M -$321K -5,335 -3%
HSA
960
Hussman Strategic Advisors
Maryland
$9.32M -$156K -2,600 -2%
FDCC
961
Foster Dykema Cabot & Co
Massachusetts
$9.3M +$2.84M +47,246 +46%
AWCI
962
Alpine Woods Capital Investors
New York
$9.29M +$180 +3 +0%
CCM
963
Century Capital Management
Massachusetts
$9.27M
BC
964
Burney Company
Virginia
$9.25M -$215K -3,572 -2%
MAM
965
Marketfield Asset Management
New York
$9.25M -$2.96M -49,243 -25%
WSTAM
966
Wilbanks Smith & Thomas Asset Management
Virginia
$9.23M -$67.9K -1,129 -0.8%
MPI
967
Mairs & Power Inc
Minnesota
$9.22M -$250K -4,154 -3%
PAM
968
Private Asset Management
California
$9.21M -$46.1K -766 -0.5%
DBT
969
Dubuque Bank & Trust
Iowa
$9.2M +$3.22M +53,562 +57%
VST
970
Van Strum & Towne
California
$9.16M -$99.6K -1,656 -1%
CTA
971
Colonial Trust Advisors
South Carolina
$9.15M -$131K -2,186 -1%
AT
972
Argent Trust
Texas
$9.12M +$147K +2,440 +2%
CBB
973
Citizens Business Bank
California
$9.11M +$1.92M +31,883 +28%
CAM
974
Columbia Asset Management
Michigan
$9.1M +$48.5K +807 +0.6%
BCM
975
BTC Capital Management
Iowa
$9.05M +$324K +5,382 +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.