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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
IA
1701
Icon Advisers
Colorado
$1.83M
CCM
1702
Cribstone Capital Management
Maine
$1.83M -$71.3K -1,185 -4%
BCM
1703
Bayesian Capital Management
New York
$1.82M +$908K +15,100 +106%
GIM
1704
Guardian Investment Management
California
$1.82M +$385K +6,400 +28%
KWMG
1705
King Wealth Management Group
Florida
$1.82M +$727K +12,085 +70%
ATC
1706
Adirondack Trust Company
New York
$1.81M +$9.68K +161 +0.6%
CD
1707
Carl Domino
Florida
$1.81M -$475K -7,891 -21%
CFMC
1708
Curbstone Financial Management Corp
New Hampshire
$1.8M -$1.76M -29,247 -50%
SG
1709
Somerset Group
Minnesota
$1.79M
MFBTD
1710
MB Financial Bank - Trust Department
Illinois
$1.79M +$27.5K +457 +2%
ADL
1711
Asset Dedication LLC
California
$1.79M +$328K +5,456 +23%
EHWM
1712
Eads & Heald Wealth Management
Georgia
$1.79M +$5.29K +88 +0.3%
PL
1713
Plancorp LLC
Missouri
$1.78M -$42.9K -714 -2%
AWM
1714
Avior Wealth Management
Nebraska
$1.78M -$15.4K -256 -0.9%
Tudor Investment Corp
1715
Tudor Investment Corp
Connecticut
$1.78M -$5.3M -88,141 -75%
QCG
1716
Quadrant Capital Group
Ohio
$1.77M +$282K +4,685 +19%
PMFA
1717
Plante Moran Financial Advisors
Michigan
$1.77M +$239K +3,971 +16%
BTNA
1718
Bremer Trust National Association
Minnesota
$1.77M -$13.8K -229 -0.8%
BIM
1719
Barton Investment Management
Pennsylvania
$1.76M
EWM
1720
Endurance Wealth Management
Rhode Island
$1.76M
GC
1721
Gobi Capital
California
$1.76M +$1.7M +28,278 New
S
1722
SignatureFD
Georgia
$1.75M -$59.7K -992 -3%
EU
1723
Emory University
Georgia
$1.75M +$1.69M +28,152 New
AIM
1724
ARGA Investment Management
Connecticut
$1.75M +$1.32M +21,900 +353%
KCP
1725
KDI Capital Partners
North Carolina
$1.75M +$1.61M +26,700 +1,907%

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.