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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
RHAM
1276
Round Hill Asset Management
California
$4.84M +$4.69M +77,943 New
PIM
1277
Penobscot Investment Management
Massachusetts
$4.84M -$112K -1,863 -2%
MNBTD
1278
Moody National Bank Trust Division
Texas
$4.83M
BWAM
1279
Boyd Watterson Asset Management
Ohio
$4.82M -$151K -2,516 -3%
BEAM
1280
Baker Ellis Asset Management
Washington
$4.82M -$19.9K -331 -0.4%
KJHP
1281
K.J. Harrison & Partners
Ontario, Canada
$4.81M +$1.2M +20,000 +35%
WIC
1282
Woodmont Investment Counsel
Tennessee
$4.79M +$661K +10,997 +17%
SGI
1283
Summit Global Investments
Utah
$4.79M +$4.63M +77,054 New
ANRIA
1284
American National Registered Investment Advisor
Texas
$4.79M
SBIA
1285
Sheaff Brock Investment Advisors
Indiana
$4.78M -$1.45M -24,054 -24%
SAM
1286
Smithbridge Asset Management
Pennsylvania
$4.77M -$114K -1,900 -2%
CIA
1287
Covington Investment Advisors
Pennsylvania
$4.75M -$63.5K -1,055 -1%
LWM
1288
Lyons Wealth Management
Florida
$4.74M +$22.8K +379 +0.5%
SFA
1289
Staton Financial Advisors
North Carolina
$4.74M -$91.5K -1,521 -2%
GA
1290
GFS Advisors
Texas
$4.73M -$817K -13,586 -15%
CCT
1291
Capital City Trust
Florida
$4.72M -$633K -10,531 -12%
HAM
1292
Highstreet Asset Management
Ontario, Canada
$4.7M -$593K -9,855 -12%
Financial Engines Advisors
1293
Financial Engines Advisors
California
$4.69M +$815K +13,555 +22%
JWM
1294
Jackson Wealth Management
Florida
$4.68M -$146K -2,431 -3%
QI
1295
Quotient Investors
New York
$4.63M +$6.01K +100 +0.1%
VFA
1296
Voya Financial Advisors
Connecticut
$4.61M +$298K +4,949 +7%
BAM
1297
Boyar Asset Management
New York
$4.61M -$1.87M -31,019 -29%
OIM
1298
Orca Investment Management
Oregon
$4.6M +$1.1M +18,357 +33%
SIG
1299
Sky Investment Group
Connecticut
$4.59M -$34.9K -580 -0.8%
CBN
1300
Cadence Bank NA
Texas
$4.59M +$122K +2,035 +3%

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.