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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
SA
1426
Sicart Associates
New York
$3.51M +$3.4M +56,536 New
HSA
1427
HBK Sorce Advisory
Pennsylvania
$3.51M -$27K -449 -0.8%
BST
1428
Bath Savings Trust
Maine
$3.49M -$39.8K -661 -1%
WPC
1429
White Pine Capital
Minnesota
$3.48M -$301 -5 -0%
IB
1430
Intrust Bank
Kansas
$3.48M +$44.2K +735 +1%
KCMRT
1431
Kemper Corp Master Retirement Trust
Illinois
$3.46M
RGC
1432
Roberts, Glore & Co
Illinois
$3.46M -$26.4K -439 -0.8%
HCM
1433
Hollencrest Capital Management
California
$3.45M -$2.86M -47,606 -46%
NDSI
1434
Newman Dignan & Sheerar Inc
Rhode Island
$3.44M -$35.2K -585 -1%
CWA
1435
Cypress Wealth Advisors
California
$3.43M +$40.6K +675 +1%
GC
1436
Garde Capital
Washington
$3.43M -$932K -15,493 -22%
CCM
1437
Compton Capital Management
Rhode Island
$3.4M -$3.32M -55,196 -50%
HIM
1438
Hutchens Investment Management
New Hampshire
$3.4M -$78.3K -1,301 -2%
PWM
1439
Perigon Wealth Management
California
$3.4M +$495K +8,238 +19%
DDC
1440
DF Dent & Co
Maryland
$3.4M -$284K -4,721 -8%
WC
1441
Whitnell & Co
Illinois
$3.38M -$291K -4,830 -8%
PA
1442
Perennial Advisors
New York
$3.35M +$3.24M +53,852 New
BA
1443
Bennicas & Associates
California
$3.34M -$53.3K -886 -2%
AIM
1444
AMI Investment Management
Indiana
$3.34M -$16.6K -276 -0.5%
SSWM
1445
Sheets Smith Wealth Management
North Carolina
$3.34M +$1.11M +18,498 +53%
AAM
1446
Aureus Asset Management
Massachusetts
$3.33M +$216K +3,595 +7%
PGA
1447
Portland Global Advisors
Maine
$3.33M +$6.32K +105 +0.2%
PVWM
1448
Point View Wealth Management
New Jersey
$3.32M -$110K -1,829 -3%
AIA
1449
AIMZ Investment Advisors
California
$3.31M -$114K -1,888 -3%
Wealth Enhancement Advisory Services
1450
Wealth Enhancement Advisory Services
Minnesota
$3.3M +$499K +8,299 +19%

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.