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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
BCM
1651
Boltwood Capital Management
California
$2.11M -$12K -200 -0.6%
ANB
1652
Amarillo National Bank
Texas
$2.11M
SC
1653
Searle & Co
Connecticut
$2.09M
JIC
1654
Joel Isaacson & Co
New York
$2.09M +$10.6K +176 +0.5%
MIFH
1655
Migdal Insurance & Financial Holdings
Israel
$2.09M +$2.02M +33,619 New
CAW
1656
Cornerstone Advisors (Washington)
Washington
$2.09M +$60.6K +1,007 +3%
RT
1657
Rockland Trust
Massachusetts
$2.08M -$46.3K -769 -2%
SFA
1658
Stewardship Financial Advisors
Georgia
$2.08M +$48.3K +803 +2%
HA
1659
Hamel Associates
New Jersey
$2.08M -$115K -1,905 -5%
BCFS
1660
Butensky & Cohen Financial Security
Florida
$2.07M -$45.7K -760 -2%
GS
1661
GAM Systematic
United Kingdom
$2.05M +$401K +6,664 +25%
KCM
1662
KSA Capital Management
New Jersey
$2.05M
PTCG
1663
Pring Turner Capital Group
California
$2.04M -$3.01K -50 -0.2%
IT
1664
Independence Trust
Tennessee
$2.04M -$33.4K -556 -2%
ECM
1665
Empire Capital Management
Connecticut
$2.03M -$928K -15,421 -32%
PAG
1666
Private Advisory Group
Washington
$2.03M +$1.97M +32,682 New
QSS
1667
Quantitative Systematic Strategies
Florida
$2.03M -$306K -5,090 -14%
PFS
1668
Physicians Financial Services
North Carolina
$2.02M +$33.6K +558 +2%
PFS
1669
Prospera Financial Services
Texas
$2.02M +$57.4K +954 +3%
DWM
1670
Darwin Wealth Management
Florida
$2.01M +$395K +6,563 +25%
SCM
1671
Sterneck Capital Management
Missouri
$2M -$1.72M -28,567 -47%
AIM
1672
Aspen Investment Management
Michigan
$2M +$7.52K +125 +0.4%
LWM
1673
LBA Wealth Management
Florida
$2M -$19.4K -323 -1%
REMPR
1674
Roof Eidam Maycock Peralta (REMP)
California
$1.99M -$69.3K -1,153 -3%
MBT
1675
Monroe Bank & Trust
Michigan
$1.99M -$55.4K -921 -3%

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.