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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
WCBA
1876
Weaver C. Barksdale & Associates
Tennessee
$1.18M -$5.41K -90 -0.5%
WIP
1877
Wellesley Investment Partners
Massachusetts
$1.18M +$2.53K +42 +0.2%
PFBT
1878
Parkside Financial Bank & Trust
Missouri
$1.18M -$131K -2,174 -10%
CPA
1879
Cowen Prime Advisors
New York
$1.18M -$13K -216 -1%
EA
1880
Emerald Advisers
Pennsylvania
$1.17M +$135K +2,243 +14%
ZCI
1881
Zevenbergen Capital Investments
Washington
$1.17M +$213K +3,535 +23%
JGIA
1882
Jackson Grant Investment Advisers
Connecticut
$1.17M +$220K +3,660 +24%
EWA
1883
Exencial Wealth Advisors
Oklahoma
$1.16M -$11.1K -184 -1%
GWS
1884
Glassman Wealth Services
Virginia
$1.16M +$13.8K +229 +1%
CPO
1885
Cerity Partners OCIO
New York
$1.16M +$320K +5,325 +40%
AMIM
1886
Aull & Monroe Investment Management
Alabama
$1.16M -$6.01K -100 -0.5%
EFSCE
1887
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M +$86.1K +1,432 +8%
RCA
1888
Rowland Carmichael Advisors
Arizona
$1.15M -$63.5K -1,055 -5%
DW
1889
Domani Wealth
Pennsylvania
$1.14M -$172K -2,867 -13%
CMANY
1890
Capital Management Associates (New York)
New York
$1.14M -$12K -200 -1%
HK
1891
Horizon Kinetics
New York
$1.14M +$3.01K +50 +0.3%
SIG
1892
Stanford Investment Group
California
$1.14M -$16.8K -280 -2%
IFS
1893
Ifrah Financial Services
Arkansas
$1.14M -$51K -848 -4%
JCM
1894
Jacobi Capital Management
Pennsylvania
$1.14M -$408K -6,777 -27%
RW
1895
REDW Wealth
New Mexico
$1.14M +$1.1M +18,260 New
NCM
1896
Neumann Capital Management
California
$1.13M
PAG
1897
Pinnacle Advisory Group
Maryland
$1.13M -$1.99K -33 -0.2%
BP
1898
BBR Partners
New York
$1.13M -$620K -10,314 -36%
MA
1899
MCF Advisors
Kentucky
$1.13M +$241 +4 +0%
CF
1900
CenterStar Fund
Illinois
$1.13M

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.