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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
BW
1751
Bison Wealth
Georgia
$1.64M -$48.3K -803 -3%
BCM
1752
Brown Capital Management
Maryland
$1.64M -$130K -2,165 -8%
SAMC
1753
Spectrum Asset Management (California)
California
$1.64M -$61.8K -1,027 -4%
MVA
1754
Mount Vernon Associates
Maryland
$1.62M -$24.1K -400 -2%
SFWA
1755
Summit Financial Wealth Advisors
Louisiana
$1.62M +$2.59K +43 +0.2%
SQA
1756
Simon Quick Advisors
New Jersey
$1.62M +$1.57M +26,060 New
NFG
1757
Nadler Financial Group
Illinois
$1.61M +$458K +7,614 +41%
ICOM
1758
Investment Counselors of Maryland
Maryland
$1.61M -$49.6K -825 -3%
CAS
1759
Cue Advisory Services
Arizona
$1.6M +$46K +764 +3%
AIM
1760
Assured Investment Management
New York
$1.59M -$135K -2,245 -8%
AAS
1761
Annex Advisory Services
Wisconsin
$1.58M +$79.2K +1,317 +5%
RIG
1762
Roosevelt Investment Group
New York
$1.58M +$1.06M +17,645 +228%
VCM
1763
Versant Capital Management
Arizona
$1.58M -$200K -3,320 -12%
PCP
1764
Proficio Capital Partners
Massachusetts
$1.57M +$28.3K +471 +2%
LCM
1765
Liberty Capital Management
Michigan
$1.57M -$106K -1,770 -7%
GAG
1766
GM Advisory Group
New York
$1.56M +$45.2K +751 +3%
BFPW
1767
BOK Financial Private Wealth
Colorado
$1.55M -$114K -1,897 -7%
GC
1768
Gruss & Co
Florida
$1.55M +$1.5M +25,000 New
HA
1769
Harbor Advisors
Florida
$1.55M +$1.5M +25,000 New
KFBMI
1770
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.55M
PI
1771
PHH Investments
Texas
$1.55M +$1.45M +24,162 New
QCMC
1772
Quantum Capital Management (California)
California
$1.55M -$41.6K -692 -3%
HFBOT
1773
Home Federal Bank of Tennessee
Tennessee
$1.55M -$28.6K -475 -2%
SCA
1774
Snowden Capital Advisors
New York
$1.55M +$109K +1,807 +8%
DAM
1775
Deltec Asset Management
New York
$1.54M

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.