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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
HIIFS
1401
Harel Insurance Investments & Financial Services
Israel
$3.71M +$16.5K +275 +0.4%
BCM
1402
Beck Capital Management
Texas
$3.7M +$3.58M +59,540 New
NCGI
1403
Next Century Growth Investors
Minnesota
$3.7M -$1.77M -29,367 -33%
RAM
1404
Roanoke Asset Management
New Jersey
$3.7M -$72.2K -1,200 -2%
AC
1405
Abbrea Capital
California
$3.68M +$3.56M +59,239 New
CIM
1406
CIM Investment Management
Pennsylvania
$3.66M +$41.4K +688 +1%
SFG
1407
SevenBridge Financial Group
Pennsylvania
$3.66M
CBU
1408
CIBC Bank USA
Illinois
$3.66M -$80.1K -1,331 -2%
WIA
1409
Westbourne Investment Advisors
Maryland
$3.65M -$72.2K -1,200 -2%
Citadel Advisors
1410
Citadel Advisors
Florida
$3.64M -$126M -2,098,932 -97%
BE
1411
Bonness Enterprises
District of Columbia
$3.64M -$301K -5,000 -8%
SIM
1412
Sonora Investment Management
Arizona
$3.63M +$179K +2,980 +5%
CAM
1413
Covenant Asset Management
New Jersey
$3.63M +$3.51M +58,387 New
SCM
1414
Stanley Capital Management
Texas
$3.62M
PP
1415
Pegasus Partners
Wisconsin
$3.62M +$14.2K +236 +0.4%
LPC
1416
Loeb Partners Corp
New York
$3.61M +$1.11M +18,500 +47%
CICI
1417
Capital Investment Counsel Inc
North Carolina
$3.61M -$120K -2,000 -3%
OCM
1418
One Capital Management
California
$3.6M -$143K -2,375 -4%
AAA
1419
Adams Asset Advisors
Texas
$3.6M
CHC
1420
City Holding Co
West Virginia
$3.6M +$182K +3,025 +6%
TIA
1421
Trust Investment Advisors
Indiana
$3.59M -$168K -2,800 -5%
NFA
1422
Nuveen Fund Advisors
Illinois
$3.58M -$1.28M -21,206 -27%
NFG
1423
NewFocus Financial Group
Washington
$3.58M +$23.6K +392 +0.7%
BL
1424
BCWM LLC
Kansas
$3.55M +$6.8K +113 +0.2%
HCM
1425
Hodges Capital Management
Texas
$3.55M -$218K -3,622 -6%

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.