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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
NSIM
1101
North Star Investment Management
Illinois
$6.97M +$4.16M +69,167 +161%
GC
1102
Grace Capital
Massachusetts
$6.97M -$57.7K -960 -0.8%
CCM
1103
Channing Capital Management
Illinois
$6.97M -$3.12M -51,891 -32%
LJHT
1104
Laurie J. Hall Trustee
$6.97M +$6.67M +110,845 New
LIA
1105
LS Investment Advisors
Michigan
$6.96M +$144K +2,398 +2%
LCC
1106
Lincoln Capital Corp
Rhode Island
$6.96M +$6.74M +111,995 New
GW
1107
GW & Wade
Massachusetts
$6.94M +$33.1K +550 +0.5%
FAT
1108
First American Trust
California
$6.92M -$244K -4,049 -4%
SPC
1109
Sigma Planning Corp
Michigan
$6.92M +$329K +5,467 +5%
MC
1110
Moors & Cabot
Massachusetts
$6.89M +$1.3M +21,567 +24%
KPCM
1111
Kings Point Capital Management
New York
$6.86M +$387K +6,427 +6%
WKWM
1112
Walter & Keenan Wealth Management
Indiana
$6.84M +$541K +9,000 +9%
MCTIC
1113
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$6.8M +$51.1K +850 +0.8%
OSNBOA
1114
Old Second National Bank of Aurora
Illinois
$6.78M -$94.3K -1,568 -1%
JGUA
1115
John G. Ullman & Associates
New York
$6.76M -$140K -2,325 -2%
DG
1116
Davidson & Garrard
Virginia
$6.74M -$98.8K -1,643 -1%
RWM
1117
RKL Wealth Management
Pennsylvania
$6.73M -$56.2K -934 -0.9%
MCM
1118
Monarch Capital Management
Indiana
$6.73M -$166K -2,757 -2%
FCH
1119
Freestone Capital Holdings
Washington
$6.7M +$324K +5,391 +5%
EVM
1120
Evelyn V. Moreno
$6.66M -$21.4K -355 -0.3%
CT
1121
Coastline Trust
Rhode Island
$6.64M -$26.8K -445 -0.4%
NEAM
1122
New England Asset Management
Connecticut
$6.64M +$84.2K +1,400 +1%
WCM
1123
Weik Capital Management
Pennsylvania
$6.63M -$154K -2,565 -2%
TFA
1124
Transamerica Financial Advisors
Florida
$6.61M +$205K +3,415 +3%
MMG
1125
Monetary Management Group
Missouri
$6.58M +$897K +14,920 +16%

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.