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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
BIG
1951
Bellwether Investment Group
Tennessee
$938K +$907K +15,085 New
MCM
1952
Manchester Capital Management
Vermont
$933K -$1.8K -30 -0.2%
RC
1953
RBF Capital
California
$932K
NERM
1954
New England Research & Management
Illinois
$926K
PCA
1955
Private Capital Advisors
Connecticut
$925K
RIM
1956
Regent Investment Management
Kentucky
$923K +$9.02K +150 +1%
BCP
1957
Berkeley Capital Partners
Georgia
$922K -$41.3K -687 -4%
MC
1958
Matisse Capital
Oregon
$921K -$47.7K -793 -5%
BIAS
1959
Beacon Investment Advisory Services
New Jersey
$917K -$95.9K -1,594 -10%
UF
1960
Univest Financial
Pennsylvania
$911K +$547K +9,100 +164%
HA
1961
Halsey Associates
Connecticut
$910K
AIM
1962
Avity Investment Management
Connecticut
$898K -$43.8K -729 -5%
TAM
1963
Todd Asset Management
Kentucky
$893K -$29.4K -489 -3%
MFS
1964
Madrona Financial Services
Washington
$892K +$12.1K +201 +1%
FNBSF
1965
First National Bank Sioux Falls
South Dakota
$890K -$14K -232 -2%
PI
1966
Pettee Investors
Connecticut
$890K
CFA
1967
Cahill Financial Advisors
Minnesota
$888K +$84.4K +1,404 +11%
BL
1968
Balentine LLC
Georgia
$887K +$26.7K +444 +3%
RFA
1969
Reilly Financial Advisors
California
$884K +$85K +1,413 +11%
FPB
1970
First PREMIER Bank
South Dakota
$883K -$12K -200 -1%
BRC
1971
Bell Rock Capital
Delaware
$881K +$854K +14,191 New
NED
1972
Nancy E. Dempze
$880K +$13.8K +230 +2%
EMG
1973
Ellington Management Group
Connecticut
$876K +$848K +14,100 New
RVPG
1974
Relative Value Partners Group
$872K +$241 +4 +0%
SGCA
1975
Steel Grove Capital Advisors
Tennessee
$871K +$10.2K +170 +1%

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.