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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
IAA
1601
Ironsides Asset Advisors
North Carolina
$2.41M +$34.6K +576 +2%
PWPCM
1602
Perella Weinberg Partners Capital Management
New York
$2.41M +$2.33M +38,764 New
MC
1603
Menta Capital
California
$2.4M -$1.67M -27,800 -42%
LAIC
1604
Lederer & Associates Investment Counsel
California
$2.4M +$2.33M +38,675 New
SMG
1605
Spectrum Management Group
Indiana
$2.4M +$249K +4,140 +12%
YWP
1606
YorkBridge Wealth Partners
New York
$2.4M +$2.39M +39,667 New
BAM
1607
Baring Asset Management
United Kingdom
$2.4M +$2.32M +38,615 New
SFSIG
1608
San Francisco Sentry Investment Group
California
$2.38M -$111K -1,850 -5%
LSCM
1609
LaSalle Street Capital Management
Illinois
$2.37M
WPA
1610
Winning Points Advisors
Florida
$2.37M +$2.3M +38,179 New
OC
1611
Oarsman Capital
Wisconsin
$2.36M -$970K -16,121 -30%
HIC
1612
Hartline Investment Corp
Illinois
$2.36M -$125K -2,075 -5%
IC
1613
Intersect Capital
California
$2.35M +$90.5K +1,505 +4%
AB
1614
AT Bancorp
Iowa
$2.35M +$1.05M +17,521 +86%
TSWM
1615
Triangle Securities Wealth Management
North Carolina
$2.34M -$31.3K -520 -1%
CYG
1616
Clean Yield Group
Vermont
$2.34M -$10.6K -177 -0.5%
PWAP
1617
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.33M -$89.3K -1,485 -4%
ACM
1618
Archon Capital Management
Washington
$2.33M +$2.26M +37,500 New
CGL
1619
Clarius Group LLC
Washington
$2.31M +$22.4K +373 +1%
CSA
1620
Cottage Street Advisors
Massachusetts
$2.31M +$295K +4,903 +15%
WPP
1621
Whalerock Point Partners
Rhode Island
$2.3M -$70.4K -1,170 -3%
DCM
1622
Dynamic Capital Management
Jersey
$2.3M -$2.17M -36,036 -49%
BPCE
1623
Bank Pictet & Cie (Europe)
Germany
$2.3M -$499K -8,302 -18%
SHCM
1624
Stokes & Hubbell Capital Management
Louisiana
$2.3M +$5.59K +93 +0.3%
PIM
1625
Profit Investment Management
Maryland
$2.29M -$238K -3,959 -10%

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.