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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
PIA
1476
Peachtree Investment Advisors
Georgia
$3.14M -$126K -2,100 -4%
GRQ
1477
Gardner Russo & Quinn
Pennsylvania
$3.14M
Twin Tree Management
1478
Twin Tree Management
Texas
$3.12M +$931K +15,485 +45%
CT
1479
Clearstead Trust
Maine
$3.12M +$3.02M +50,229 New
BCB
1480
Brian C. Broderick
$3.11M +$221K +3,680 +8%
AC
1481
Apertura Capital
Texas
$3.11M -$3.01M -50,000 -50%
MWVC
1482
Morgens Waterfall Vintiadis & Co
New York
$3.11M
BO
1483
BRR OpCo
Ohio
$3.1M -$1.5M -25,010 -33%
LC
1484
Lincoln Capital
Nebraska
$3.1M -$40.9K -680 -1%
ACM
1485
Alpha Capital Management
Texas
$3.1M +$95.7K +1,591 +3%
TCM
1486
Telos Capital Management
California
$3.08M -$4.51K -75 -0.2%
HI
1487
Hendershot Investments
Virginia
$3.08M -$6.32K -105 -0.2%
EWM
1488
Empirical Wealth Management
Washington
$3.08M +$376K +6,254 +14%
HPIA
1489
Hamilton Point Investment Advisors
North Carolina
$3.07M +$27.6K +459 +0.9%
HIC
1490
Holderness Investments Company
North Carolina
$3.06M +$54K +898 +2%
PRS
1491
Pinkerton Retirement Specialists
Idaho
$3.06M -$566K -9,415 -16%
BFEC
1492
Benjamin F. Edwards & Company
Missouri
$3.06M +$193K +3,209 +7%
CWM
1493
Concentric Wealth Management
California
$3.05M +$2.95M +49,102 New
SBWIC
1494
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.04M -$476K -7,910 -14%
AC
1495
Alley Company
Illinois
$3.02M +$9.8K +163 +0.3%
TCM
1496
Texan Capital Management
Texas
$3.02M -$58.9K -979 -2%
BSWMG
1497
Barrington Strategic Wealth Management Group
Illinois
$3.02M -$19.8K -330 -0.7%
BAM
1498
Brave Asset Management
New Jersey
$3.02M +$67.8K +1,128 +2%
CAMG
1499
CWA Asset Management Group
Florida
$3.01M +$985K +16,371 +51%
IAA
1500
Independent Advisor Alliance
North Carolina
$3.01M +$2.88M +47,963 New

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.