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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
DIP
1851
DT Investment Partners
Pennsylvania
$1.25M +$19K +316 +2%
VWM
1852
Vector Wealth Management
Minnesota
$1.25M +$34.1K +567 +3%
OAMG
1853
Odey Asset Management Group
United Kingdom
$1.24M -$1.95M -32,500 -62%
BOC
1854
Barbara Oil Co
Illinois
$1.24M
RWA
1855
River Wealth Advisors
Pennsylvania
$1.24M +$62.2K +1,034 +5%
CASB
1856
Cape Ann Savings Bank
Massachusetts
$1.24M -$48.9K -813 -4%
RWG
1857
Regal Wealth Group
California
$1.24M -$8.3K -138 -0.7%
EAM
1858
Evanson Asset Management
California
$1.23M -$313K -5,210 -21%
SJL
1859
Shayne & Jacobs LLC
Tennessee
$1.23M
BSB
1860
Bangor Savings Bank
Maine
$1.23M -$722 -12 -0.1%
SWA
1861
Sutton Wealth Advisors
Florida
$1.23M
WI
1862
Wedgewood Investors
Pennsylvania
$1.22M -$6.01K -100 -0.5%
AC
1863
Addison Capital
Pennsylvania
$1.22M -$4.81K -80 -0.4%
SIM
1864
SSI Investment Management
California
$1.22M -$19.8K -330 -2%
CCMT
1865
CMT Capital Markets Trading
Germany
$1.21M +$804K +13,367 +217%
AAP
1866
Ardsley Advisory Partners
Connecticut
$1.21M +$451K +7,500 +63%
NBC
1867
Neuberger Berman Canada
Ontario, Canada
$1.21M -$278K -4,627 -19%
OAM
1868
Occidental Asset Management
California
$1.2M +$87.6K +1,457 +8%
SIC
1869
SFE Investment Counsel
California
$1.2M -$21.1K -351 -2%
WG
1870
Welch Group
Alabama
$1.2M -$101K -1,680 -8%
SLG
1871
Stanley-Laman Group
Pennsylvania
$1.2M -$15.3K -255 -1%
TNAM
1872
Terra Nova Asset Management
New York
$1.2M +$74K +1,230 +7%
CCM
1873
Check Capital Management
California
$1.2M -$2.59M -43,032 -69%
AFP
1874
Ausdal Financial Partners
Iowa
$1.2M +$23.5K +390 +2%
EWA
1875
EP Wealth Advisors
California
$1.19M +$73.5K +1,222 +6%

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.