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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
MRCM
1251
M&R Capital Management
New Jersey
$5M +$39.5K +656 +0.7%
BMC
1252
Benin Management Corp
Connecticut
$5M -$140K -2,330 -3%
SIA
1253
SeaBridge Investment Advisors
New Jersey
$4.98M +$51.1K +850 +1%
AIM
1254
Anchor Investment Management
South Carolina
$4.98M +$440K +7,317 +10%
CCC
1255
Cincinnati Casualty Company
Ohio
$4.97M
TIA
1256
Tandem Investment Advisors
South Carolina
$4.96M +$4.81M +79,889 New
NAMA
1257
Nikko Asset Management Americas
New York
$4.96M +$601K +10,000 +14%
LIM
1258
Loudon Investment Management
New Hampshire
$4.95M -$109K -1,815 -2%
SIG
1259
Schaller Investment Group
North Carolina
$4.94M
GIM
1260
Grassi Investment Management
California
$4.94M +$149K +2,477 +3%
SHGA
1261
Sand Hill Global Advisors
California
$4.93M +$87.3K +1,451 +2%
FPFS
1262
First Personal Financial Services
North Carolina
$4.92M +$190K +3,154 +4%
SA
1263
Strategic Advisors
New York
$4.92M +$166K +2,764 +4%
FPTW
1264
Franklin, Parlapiano, Turner & Welch
Texas
$4.91M +$54.6K +908 +1%
WFG
1265
Windsor Financial Group
Minnesota
$4.91M -$71.6K -1,191 -1%
BMM
1266
Buffington Mohr McNeal
Idaho
$4.9M +$39.1K +650 +0.8%
BCM
1267
Bourgeon Capital Management
Connecticut
$4.89M +$20.8K +345 +0.4%
FTI
1268
Fiduciary Trust International
Massachusetts
$4.88M +$829K +13,788 +21%
MAA
1269
Mraz Amerine & Associates
California
$4.88M -$30.6K -508 -0.6%
RIG
1270
Renaissance Investment Group
Massachusetts
$4.87M +$674K +11,203 +17%
SFI
1271
SPC Financial Inc
Maryland
$4.87M -$91.7K -1,525 -2%
CCM
1272
Cohen Capital Management
California
$4.86M
AHC
1273
Anderson Hoagland & Co
Missouri
$4.86M -$107K -1,777 -2%
SCM
1274
Sitrin Capital Management
California
$4.85M +$46.4K +771 +1%
RWM
1275
Rench Wealth Management
Texas
$4.84M -$261K -4,339 -5%

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.