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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
VWM
1026
Venturi Wealth Management
Texas
$8.21M +$584K +9,709 +8%
TCOT
1027
Trust Company of Toledo
Ohio
$8.18M +$246K +4,096 +3%
FFWA
1028
FRG Family Wealth Advisors
Washington
$8.18M +$36.6K +608 +0.5%
CAM
1029
Cubic Asset Management
Massachusetts
$8.16M +$128K +2,125 +2%
WF
1030
WealthTrust Fairport
Ohio
$8.15M +$78.1K +1,298 +1%
EA
1031
Edge Advisors
Georgia
$8.13M +$7.87M +130,782 New
CIA
1032
Choate Investment Advisors
Massachusetts
$8.12M -$70K -1,163 -0.9%
OCM
1033
Oakwood Capital Management
California
$8.12M -$142K -2,356 -2%
AI
1034
Atria Investments
North Carolina
$8.12M +$1.02M +16,962 +15%
BWFM
1035
Bridgewater Wealth & Financial Management
Maryland
$8.12M -$272K -4,528 -3%
CA
1036
Clearstead Advisors
Ohio
$8.1M +$7.84M +130,373 New
WCMN
1037
Westchester Capital Management (Nebraska)
Nebraska
$8.09M -$325K -5,400 -4%
CFSG
1038
Community Financial Services Group
Vermont
$8.05M -$52.7K -877 -0.7%
FVCM
1039
F&V Capital Management
Florida
$8.02M +$315K +5,245 +4%
TCM
1040
Tradition Capital Management
New Jersey
$8.01M -$182K -3,019 -2%
CWG
1041
C WorldWide Group
Denmark
$7.99M +$4.21M +69,946 +119%
DLCIG
1042
D.L. Carlson Investment Group
New Hampshire
$7.98M +$134K +2,236 +2%
LW
1043
Linscomb Wealth
Texas
$7.97M +$86.4K +1,436 +1%
WIS
1044
Wright Investors Service
Connecticut
$7.94M +$1.55M +25,713 +25%
VV
1045
Verity & Verity
South Carolina
$7.88M -$4.57K -76 -0.1%
BLAM
1046
Bourne Lent Asset Management
New York
$7.86M +$66.2K +1,100 +0.9%
CANC
1047
Culbertson A N & Co
Virginia
$7.84M -$33.3K -554 -0.4%
JG
1048
Jefferies Group
New York
$7.83M +$766K +12,732 +11%
TCM
1049
TimesSquare Capital Management
New York
$7.82M -$214K -3,565 -3%
BHWM
1050
Bar Harbor Wealth Management
New Hampshire
$7.82M +$105K +1,752 +1%

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.