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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
AMAL
1326
Asset Management Advisors LLC
Oklahoma
$4.3M -$333K -5,531 -7%
AMCA
1327
Arthur M. Cohen & Associates
Illinois
$4.29M +$4.15M +69,067 New
FC
1328
FIC Capital
New York
$4.29M -$193K -3,216 -4%
PL
1329
Parkwood LLC
Ohio
$4.29M -$598K -9,944 -13%
CA
1330
Cetera Advisors
Colorado
$4.28M +$42.8K +711 +1%
HBT
1331
Hills Bank & Trust
Iowa
$4.28M -$25.6K -425 -0.6%
DMK
1332
David M. Knott
$4.27M
1GA
1333
1st Global Advisors
Texas
$4.27M +$408K +6,783 +11%
SC
1334
Scholtz & Company
Connecticut
$4.26M -$288K -4,780 -7%
HDIM
1335
Hanson & Doremus Investment Management
Vermont
$4.26M -$71.2K -1,183 -2%
SPIA
1336
Steward Partners Investment Advisory
New York
$4.25M +$4.12M +68,434 New
SM
1337
Seminole Management
New York
$4.25M +$4.11M +68,400 New
WA
1338
WFG Advisors
Texas
$4.25M -$719K -11,960 -15%
HCM
1339
Hall Capital Management
Rhode Island
$4.24M +$4.1M +68,188 New
AMM
1340
American Money Management
California
$4.23M -$94.3K -1,568 -2%
NCMW
1341
Northern Capital Management (Wisconsin)
Wisconsin
$4.23M -$164K -2,730 -4%
PIM
1342
Progressive Investment Management
Oregon
$4.2M +$6.2K +103 +0.2%
BAC
1343
Boys Arnold & Co
North Carolina
$4.18M +$172K +2,864 +4%
CCM
1344
CrestPoint Capital Management
Missouri
$4.18M -$36.1K -600 -0.9%
LCM
1345
Laurion Capital Management
New York
$4.18M +$1.03M +17,174 +34%
BIC
1346
Bridges Investment Counsel
Nebraska
$4.17M -$60.1K -1,000 -1%
NJBEST
1347
New Jersey Better Educational Savings Trust
New Jersey
$4.16M +$662K +11,000 +20%
AIIMS
1348
Analyst IMS Investment Management Services
Israel
$4.16M -$359K -5,976 -8%
FBT
1349
First Bankers Trust
Kentucky
$4.14M -$422K -7,015 -10%
MCM
1350
Mengis Capital Management
Oregon
$4.13M +$49.9K +829 +1%

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.