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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
SAM
1826
Sunnymeath Asset Management
New Jersey
$1.34M +$1.06M +17,560 +431%
EML
1827
Eos Management LP
New York
$1.34M
CPIG
1828
Chicago Partners Investment Group
Illinois
$1.34M +$3.61K +60 +0.3%
PAM
1829
PVG Asset Management
Colorado
$1.34M -$28.9K -481 -2%
PM
1830
Precept Management
Texas
$1.33M +$1.29M +21,400 New
TCM
1831
Tributary Capital Management
Nebraska
$1.32M +$183K +3,050 +17%
HWA
1832
Heritage Wealth Advisors
Virginia
$1.32M +$89.9K +1,495 +8%
RMAM
1833
Raab & Moskowitz Asset Management
New Jersey
$1.32M +$32.3K +537 +3%
YMRC
1834
Yorktown Management & Research Company
Virginia
$1.32M +$1.28M +21,200 New
NB
1835
Nicolet Bankshares
Wisconsin
$1.31M -$64.4K -1,070 -5%
SNBOSD
1836
Security National Bank of So Dak
Iowa
$1.31M +$6.5K +108 +0.5%
FNB
1837
Farmers National Bank
Kentucky
$1.31M +$6.92K +115 +0.5%
HIM
1838
Herald Investment Management
United Kingdom
$1.3M
GBT
1839
Grove Bank & Trust
Florida
$1.3M +$220K +3,657 +21%
IPC
1840
Independent Portfolio Consultants
Florida
$1.3M -$87.5K -1,454 -6%
BBP
1841
Banco BTG Pactual
Brazil
$1.28M +$1.24M +20,600 New
HCM
1842
HM Capital Management
Missouri
$1.28M -$7.16K -119 -0.6%
VIA
1843
Vident Investment Advisory
Georgia
$1.27M -$435K -7,237 -26%
WPW
1844
Waldron Private Wealth
Pennsylvania
$1.27M -$50.5K -839 -4%
MS
1845
Marshall & Sullivan
Washington
$1.27M
PAA
1846
Peregrine Asset Advisers
Oregon
$1.26M
IAMOG
1847
Investors Asset Management of Georgia
Georgia
$1.26M
MIM
1848
Montgomery Investment Management
Maryland
$1.26M -$9.02K -150 -0.7%
JFGLC
1849
Johnson Financial Group LLC (Colorado)
Colorado
$1.25M +$1.21M +20,165 New
FA
1850
FCG Advisors
New Jersey
$1.25M -$289K -4,808 -19%

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.