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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
PPSG
1201
Princeton Portfolio Strategies Group
New Jersey
$5.49M +$62.6K +1,040 +1%
SACTSONJ
1202
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.47M
MIS
1203
Morningstar Investment Services
Illinois
$5.46M -$1.3M -21,531 -20%
MPAM
1204
Murphy Pohlad Asset Management
Minnesota
$5.46M -$186K -3,095 -3%
SNT
1205
Security National Trust
West Virginia
$5.44M +$28.3K +470 +0.5%
CPA
1206
Court Place Advisors
Maryland
$5.44M -$44.7K -743 -0.8%
PCMI
1207
Princeton Capital Management Inc
New Jersey
$5.42M -$58K -965 -1%
FM
1208
Family Management
New York
$5.41M -$338K -5,620 -6%
MBI
1209
Montrusco Bolton Investments
Quebec, Canada
$5.39M -$506K -8,412 -9%
AWM
1210
Altavista Wealth Management
North Carolina
$5.38M +$62.6K +1,040 +1%
AOWM
1211
Alpha Omega Wealth Management
Virginia
$5.38M +$261K +4,342 +5%
TF
1212
Tompkins Financial
New York
$5.38M -$126K -2,103 -2%
LMIM
1213
Lockheed Martin Investment Management
Maryland
$5.38M +$1.65M +27,500 +47%
PTB
1214
Pioneer Trust Bank
Oregon
$5.36M +$139K +2,315 +3%
PLFAM
1215
Pineno Levin & Ford Asset Management
Virginia
$5.36M -$19.8K -330 -0.4%
IAM
1216
Integre Asset Management
New York
$5.36M -$415K -6,895 -7%
RW
1217
Rand Wealth
Maryland
$5.36M -$27.8K -462 -0.5%
EGA
1218
Eagle Global Advisors
Texas
$5.35M -$7.46K -124 -0.1%
FAM
1219
Foresters Asset Management
Ontario, Canada
$5.34M -$331K -5,500 -6%
OA
1220
Oxbow Advisors
Texas
$5.31M -$2.01M -33,390 -28%
WPIC
1221
White Pine Investment Company
Michigan
$5.3M -$31.3K -520 -0.6%
BOTW
1222
Bank of the West
California
$5.3M -$560K -9,318 -10%
MCA
1223
Mercer Capital Advisers
New Jersey
$5.29M -$87.9K -1,462 -2%
SPPAM
1224
Summit Partners Public Asset Management
Massachusetts
$5.28M -$4.21M -70,000 -45%
WA
1225
Wasatch Advisors
Utah
$5.28M -$906K -15,055 -15%

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.