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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
ACC
1626
Accident Compensation Corp
New Zealand
$2.29M +$180K +3,000 +9%
AIM
1627
Acropolis Investment Management
Missouri
$2.29M +$18.3K +304 +0.8%
BA
1628
Birinyi Associates
Connecticut
$2.28M -$529K -8,800 -19%
BRF
1629
B. Riley Financial
California
$2.27M
SGAM
1630
Steinberg Global Asset Management
Florida
$2.27M +$6.38K +106 +0.3%
ECM
1631
Elgethun Capital Management
South Dakota
$2.27M +$2.19M +36,471 New
SGA
1632
Strategic Global Advisors
California
$2.25M -$12.4K -206 -0.6%
CAM
1633
Cacti Asset Management
Georgia
$2.23M +$632K +10,500 +41%
CO
1634
Caldwell & Orkin
Georgia
$2.23M -$2.87M -47,705 -57%
FCCM
1635
First City Capital Management
Georgia
$2.22M -$17.9K -298 -0.8%
MSAM
1636
Moloney Securities Asset Management
Missouri
$2.22M +$2.15M +35,716 New
NC
1637
Northpointe Capital
Michigan
$2.18M +$2.11M +35,077 New
KC
1638
Kingfisher Capital
North Carolina
$2.18M -$161K -2,682 -7%
MFS
1639
Monetta Financial Services
Illinois
$2.17M
ATIA
1640
American Trust Investment Advisors
New Hampshire
$2.17M +$472K +7,850 +29%
JFA
1641
JNBA Financial Advisors
Minnesota
$2.15M +$326K +5,412 +19%
CA
1642
Corrado Advisors
New Jersey
$2.15M +$39.2K +651 +2%
LP
1643
LMR Partners
United Kingdom
$2.15M +$2.08M +34,595 New
PWMAG
1644
Pinnacle Wealth Management Advisory Group
New Jersey
$2.15M -$20.8K -345 -1%
State Farm Mutual Automobile Insurance
1645
State Farm Mutual Automobile Insurance
Illinois
$2.14M
SOAMC
1646
Spirit of America Management Corp
New York
$2.14M
KFP
1647
Keystone Financial Planning
Ohio
$2.13M -$10.6K -177 -0.5%
ACM
1648
Ashford Capital Management
Delaware
$2.13M +$502K +8,340 +32%
AL
1649
Aspiriant LLC
California
$2.12M -$39.8K -661 -2%
LCM
1650
Lee Capital Management
New York
$2.11M +$2.04M +34,000 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.