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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
LFA
2101
Landmark Financial Advisors
Kentucky
$590K +$421 +7 +0.1%
CFA
2102
CT Financial Advisors
Pennsylvania
$589K -$31.6K -526 -5%
MSU
2103
Mizuho Securities USA
New York
$587K -$1.29M -21,375 -69%
NYLT
2104
New York Life Trust
New York
$585K -$902 -15 -0.2%
ACP
2105
Aveo Capital Partners
Colorado
$585K +$566K +9,407 New
PSC
2106
Prentiss Smith & Co
Vermont
$583K +$63.7K +1,059 +13%
MSR
2107
Main Street Research
Connecticut
$580K +$167K +2,774 +42%
WA
2108
WESPAC Advisors
California
$579K -$129K -2,147 -19%
CAL
2109
Capital Advisors Ltd
Ohio
$579K +$6.38K +106 +1%
DAM
2110
Doheny Asset Management
California
$577K +$136K +2,265 +32%
FAN
2111
Financial Advisors Network
California
$575K +$528K +8,776 New
DBG
2112
De Burlo Group
Massachusetts
$570K
RPA
2113
Rock Point Advisors
Vermont
$563K -$7.52K -125 -1%
IF
2114
IRON Financial
Illinois
$562K -$16.8K -279 -3%
HIP
2115
Hatteras Investment Partners
North Carolina
$559K -$338K -5,613 -38%
NCM
2116
Noesis Capital Mangement
Florida
$559K +$26.2K +436 +5%
HF
2117
HRT Financial
New York
$559K +$294K +4,886 +118%
AIM
2118
Arcadia Investment Management
Michigan
$548K -$62.4K -1,037 -11%
TCM
2119
Traynor Capital Management
Pennsylvania
$548K -$22.4K -373 -4%
MBA
2120
McQueen Ball & Associates
Pennsylvania
$547K +$22.6K +376 +4%
ABTD
2121
Arvest Bank Trust Division
Oklahoma
$544K -$282K -4,682 -35%
VCP
2122
Vista Capital Partners
Oregon
$537K +$7.34K +122 +1%
AWA
2123
Arete Wealth Advisors
Illinois
$535K +$157K +2,608 +43%
KTC
2124
Kistler-Tiffany Companies
Pennsylvania
$534K -$35.4K -589 -6%
NFC
2125
Northeast Financial Consultants
Connecticut
$534K -$6.01K -100 -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.