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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
MWM
1576
Marietta Wealth Management
Georgia
$2.51M +$2.43M +40,418 New
LCM
1577
Leisure Capital Management
California
$2.51M -$66.3K -1,102 -3%
WA
1578
WealthTrust Axiom
Pennsylvania
$2.51M +$16.3K +271 +0.7%
CCM
1579
CWH Capital Management
Washington
$2.51M +$82.2K +1,367 +4%
WFG
1580
Wills Financial Group
Virginia
$2.51M +$119K +1,971 +5%
AI
1581
ArchPoint Investors
Florida
$2.5M
HWA
1582
Heritage Way Advisors
Illinois
$2.5M +$2.42M +40,203 New
OC
1583
Oakworth Capital
Alabama
$2.5M +$322K +5,346 +15%
BCM
1584
BBT Capital Management
Texas
$2.49M -$4.81M -80,000 -67%
CCI
1585
Credit Capital Investments
New Jersey
$2.49M -$93.1K -1,548 -4%
BA
1586
Bristol Advisors
Pennsylvania
$2.49M +$2.41M +40,000 New
MWP
1587
MYCIO Wealth Partners
Pennsylvania
$2.48M +$286K +4,756 +13%
MCM
1588
Marathon Capital Management
Maryland
$2.48M -$79.6K -1,323 -3%
TCOO
1589
Trust Company of Oklahoma
Oklahoma
$2.48M +$62.7K +1,043 +3%
OIA
1590
Optimum Investment Advisors
Illinois
$2.48M +$45.4K +754 +2%
APTFM
1591
AGUR Provident & Training Funds Management
Israel
$2.48M +$905K +15,048 +41%
PA
1592
Parallel Advisors
California
$2.47M +$2.39M +39,778 New
CC
1593
Cadinha & Co
Hawaii
$2.47M
PHS
1594
Pekin Hardy Strauss
Illinois
$2.47M +$8.9K +148 +0.4%
SFA
1595
Sequoia Financial Advisors
Ohio
$2.46M -$20K -332 -0.8%
JSL
1596
JT Stratford LLC
Georgia
$2.44M +$2.37M +39,336 New
BSW
1597
Buckingham Strategic Wealth
Missouri
$2.43M +$20.1K +334 +0.9%
FANJ
1598
Financial Architects (New Jersey)
New Jersey
$2.42M -$102K -1,689 -4%
GLAM
1599
Gardner Lewis Asset Management
Pennsylvania
$2.42M +$2.34M +38,889 New
PA
1600
Probity Advisors
Texas
$2.41M -$38.9K -647 -2%

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.