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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
NVIM
2051
New Vernon Investment Management
Illinois
$674K
BOS
2052
Bingham Osborn & Scarborough
California
$672K +$72.8K +1,211 +13%
FC
2053
Forte Capital
New York
$671K +$5.41K +90 +0.8%
BW
2054
Biegel & Waller
Maryland
$671K +$635K +10,559 New
GWI
2055
Grace & White Inc
New York
$665K +$132K +2,200 +26%
IA
2056
Independence Advisors
Pennsylvania
$664K -$146K -2,434 -19%
LP
2057
LGL Partners
Pennsylvania
$664K +$782 +13 +0.1%
SBL
2058
Sargent Bickham Lagudis
Colorado
$663K +$633K +10,524 +7,159%
SAM
2059
Summit Asset Management
Tennessee
$661K -$34.1K -567 -5%
CCWA
2060
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$659K +$638K +10,611 New
SAA
2061
Southeast Asset Advisors
Georgia
$655K -$1.44K -24 -0.2%
SKK
2062
Shepherd Kaplan Krochuk
Massachusetts
$653K -$114K -1,895 -15%
MUS
2063
Mitsubishi UFJ Securities
Japan
$651K +$160K +2,660 +34%
BIM
2064
Baldwin Investment Management
Pennsylvania
$649K -$24.1K -400 -4%
BA
2065
BKS Advisors
Michigan
$648K +$39.3K +653 +7%
CPA
2066
Clear Perspective Advisors
Illinois
$645K +$624K +10,376 New
CWM
2067
Circle Wealth Management
New Jersey
$644K +$623K +10,365 New
EDRIA
2068
Edmonds Duncan Registered Investment Advisors
Kansas
$642K -$15.2K -253 -2%
NBG
2069
Nancy B. Gardiner
$642K
FI
2070
FormulaFolio Investments
Michigan
$641K +$200K +3,320 +47%
WIC
2071
Wilkins Investment Counsel
Massachusetts
$640K -$24.1K -400 -4%
CL
2072
CSS LLC
Illinois
$639K
FUBT
2073
First United Bank & Trust
Maryland
$639K +$92.5K +1,538 +18%
WIM
2074
Westside Investment Management
California
$638K +$607K +10,100 New
WOC
2075
West Oak Capital
California
$635K -$63K -1,047 -9%

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.