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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
LWM
1551
Lyell Wealth Management
California
$2.69M +$2.61M +43,318 New
SAM
1552
Solaris Asset Management
New York
$2.68M -$167K -2,784 -6%
NAMP
1553
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.68M
BIMC
1554
Benson Investment Management Company
Virginia
$2.67M +$2.59M +43,039 New
AFS
1555
Amtrust Financial Services
New York
$2.67M +$2.59M +42,999 New
HW
1556
Hedeker Wealth
Illinois
$2.67M +$2.39M +39,660 +1,228%
TW
1557
Transform Wealth
Colorado
$2.66M +$41.9K +697 +2%
SBWM
1558
Sunflower Bank Wealth Management
Arizona
$2.64M -$14.4K -240 -0.6%
CIA
1559
Cascade Investment Advisors
Oregon
$2.64M +$2.55M +42,473 New
WFI
1560
West Family Investments
California
$2.63M
FHC
1561
First Houston Capital
Texas
$2.63M +$451K +7,500 +22%
NIC
1562
Northwest Investment Counselors
Oregon
$2.63M -$163K -2,707 -6%
PMG
1563
ProVise Management Group
Florida
$2.6M +$232K +3,861 +10%
CBTWT
1564
Community Bank & Trust (Waco, Texas)
Texas
$2.59M +$33.1K +550 +1%
SIAP
1565
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.58M +$2.5M +41,575 New
Jane Street
1566
Jane Street
New York
$2.58M -$10.2M -169,755 -80%
HCM
1567
Hengehold Capital Management
Ohio
$2.57M +$55.1K +916 +2%
FFC
1568
First Financial Corp
Indiana
$2.57M -$226K -3,757 -8%
GEA
1569
Glen Eagle Advisors
New Jersey
$2.57M +$2.49M +41,334 New
CCM
1570
Consolidated Capital Management
California
$2.56M +$2.48M +41,196 New
ACM
1571
Advisors Capital Management
New Jersey
$2.55M -$166K -2,764 -6%
TF
1572
Trutina Financial
Washington
$2.55M +$14.9K +247 +0.6%
Cerity Partners
1573
Cerity Partners
New York
$2.54M +$2.46M +40,930 New
PRHC
1574
P.R. Herzig & Co
New York
$2.53M -$60.1K -1,000 -2%
SAM
1575
Selway Asset Management
$2.52M +$132K +2,200 +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.