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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
PCM
1776
Princeton Capital Management
New Jersey
$1.52M -$383K -6,363 -21%
PG
1777
Proffitt & Goodson
Tennessee
$1.51M +$103K +1,705 +8%
WPA
1778
West Paces Advisors
Georgia
$1.5M +$1.46M +24,217 New
NCM
1779
Northside Capital Management
Oregon
$1.5M -$94.7K -1,575 -6%
AWA
1780
ARS Wealth Advisors
Florida
$1.5M +$63.2K +1,051 +5%
MMPW
1781
Mitchell McLeod Pugh & Williams
Alabama
$1.5M +$65K +1,080 +5%
AIM
1782
Advantage Investment Management
Iowa
$1.5M -$12.4K -207 -0.9%
KS
1783
Karpas Strategies
Connecticut
$1.49M -$335K -5,567 -19%
MWM
1784
Modera Wealth Management
New Jersey
$1.49M -$11.7K -195 -0.8%
SRCM
1785
Swift Run Capital Management
Virginia
$1.49M -$102K -1,700 -7%
ADBIC
1786
A.D. Beadell Investment Counsel
Wisconsin
$1.49M -$3.01K -50 -0.2%
MFW
1787
Meristem Family Wealth
Minnesota
$1.48M -$258K -4,294 -15%
Rafferty Asset Management
1788
Rafferty Asset Management
New York
$1.48M +$86.1K +1,432 +6%
IAS
1789
INR Advisory Services
Pennsylvania
$1.48M -$256K -4,256 -15%
UOTTAIMCU
1790
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.47M +$1.43M +23,707 New
CNC
1791
Citizens & Northern Corp
Pennsylvania
$1.47M +$28.2K +469 +2%
DRD
1792
Dennis R. Delaney
$1.47M
PMG
1793
Private Management Group
California
$1.47M -$24.7K -411 -2%
CWM
1794
Cornerstone Wealth Management
Missouri
$1.46M +$375K +6,230 +36%
FMTCOCP
1795
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.46M +$1.41M +23,495 New
AAM
1796
American Asset Management
Florida
$1.45M +$37.6K +625 +3%
FHC
1797
First Heartland Consultants
Missouri
$1.44M -$32K -532 -2%
TDC
1798
Thompson Davis & Co
Virginia
$1.43M +$670K +11,142 +93%
TIM
1799
Thornburg Investment Management
New Mexico
$1.43M -$69.5K -1,155 -5%
RIM
1800
Ranger International Management
Illinois
$1.43M -$3.83M -63,700 -74%

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.