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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
QT
1301
Quantbot Technologies
New York
$4.59M +$1.58M +26,347 +56%
ECML
1302
Eagle Capital Management (Louisiana)
Louisiana
$4.58M -$94K -1,562 -2%
SWM
1303
Stockman Wealth Management
Montana
$4.57M -$373K -6,195 -8%
ST
1304
Smithfield Trust
Pennsylvania
$4.56M -$133K -2,204 -3%
MJP
1305
Michael J. Puzo
$4.56M -$7.1K -118 -0.2%
BHC
1306
Bowen Hanes & Co
Florida
$4.52M -$1.5K -25 -0%
DIA
1307
Dean Investment Associates
Ohio
$4.52M -$3.1M -51,600 -42%
GIA
1308
GHP Investment Advisors
Colorado
$4.5M +$445K +7,394 +11%
NPC
1309
National Planning Corporation
California
$4.49M -$172K -2,862 -4%
MCM
1310
Murphy Capital Management
New Jersey
$4.48M +$508K +8,450 +13%
MC
1311
MRJ Capital
New York
$4.47M -$39.1K -650 -0.9%
NIT
1312
NumerixS Investment Technologies
British Columbia, Canada
$4.47M +$2.65M +43,984 +158%
LWAC
1313
Laurel Wealth Advisors (California)
California
$4.46M +$60.7K +1,010 +1%
BB
1314
Bell Bank
North Dakota
$4.46M +$61.4K +1,020 +1%
CB
1315
Community Bank
New York
$4.43M -$66.9K -1,112 -2%
HHMI
1316
Howard Hughes Medical Institute
Maryland
$4.43M -$6.14M -102,109 -59%
PCM
1317
Prelude Capital Management
New York
$4.43M +$4.12M +68,500 +2,477%
ACS
1318
Archford Capital Strategies
Illinois
$4.41M +$300K +4,994 +8%
AUB
1319
Atlantic Union Bankshares
Virginia
$4.41M -$10.2K -169 -0.2%
FCM
1320
Forester Capital Management
Illinois
$4.36M +$27.5K +457 +0.7%
SWK
1321
Stephen W. Kidder
$4.36M -$122K -2,025 -3%
SCA
1322
Salient Capital Advisors
Texas
$4.35M -$153K -2,550 -4%
IFAM
1323
Institutional & Family Asset Management
Colorado
$4.31M +$15.8K +262 +0.4%
IMOV
1324
Investment Management of Virginia
Virginia
$4.31M -$40.9K -680 -1%
WA
1325
Wheatland Advisors
Pennsylvania
$4.31M -$38K -631 -0.9%

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.