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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
HAIM
1001
Hunter Associates Investment Management
Pennsylvania
$8.57M +$24.6K +409 +0.3%
ERIM
1002
Eagle Ridge Investment Management
Connecticut
$8.55M +$82.1K +1,365 +1%
NIM
1003
Northeast Investment Management
Massachusetts
$8.54M +$986K +16,400 +14%
LAM
1004
Lebenthal Asset Management
New York
$8.53M +$83.8K +1,393 +1%
CDH
1005
Charles D. Hyman
$8.51M +$2.16M +35,840 +35%
MC
1006
Middleton & Co
Massachusetts
$8.51M -$1.26M -20,896 -13%
PTC
1007
Private Trust Company
Ohio
$8.51M +$202K +3,356 +3%
SCM
1008
Salem Capital Management
Massachusetts
$8.48M -$147K -2,450 -2%
GAM
1009
Guinness Asset Management
United Kingdom
$8.47M +$936K +15,560 +13%
PP
1010
PDT Partners
New York
$8.45M +$8.18M +136,000 New
NCM
1011
Narwhal Capital Management
Georgia
$8.44M -$6.01K -100 -0.1%
GIA
1012
Granite Investment Advisors
New Hampshire
$8.43M -$348K -5,785 -4%
HR
1013
Howe & Rusling
New York
$8.43M +$341K +5,663 +4%
FSA
1014
Financial Sense Advisors
California
$8.43M +$927K +15,407 +13%
IP
1015
Isthmus Partners
Wisconsin
$8.42M -$7.46K -124 -0.1%
AP
1016
Advisor Partners
California
$8.41M +$942K +15,661 +13%
HAM
1017
Harber Asset Management
North Carolina
$8.4M +$1.48M +24,544 +22%
ACPU
1018
Arrowgrass Capital Partners (US)
Delaware
$8.36M +$3.6M +59,924 +80%
VW
1019
Vantage Wealth
California
$8.33M -$246K -4,091 -3%
AHC
1020
Adell Harriman & Carpenter
Texas
$8.33M +$503K +8,358 +7%
RWA
1021
Ropes Wealth Advisors
Massachusetts
$8.3M +$330K +5,492 +4%
WDA
1022
Wendell David Associates
New Hampshire
$8.24M +$71.4K +1,187 +0.9%
ECM
1023
Evergreen Capital Management
Washington
$8.22M +$188K +3,127 +2%
GIM
1024
Goelzer Investment Management
Indiana
$8.22M +$11.1K +185 +0.1%
YL
1025
YCG LLC
Texas
$8.21M -$1.75M -29,056 -18%

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.