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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
KP
2176
Keel Point
Alabama
$448K -$61.4K -1,021 -12%
RP
2177
Reinhart Partners
Wisconsin
$446K +$432K +7,185 New
SHJ
2178
Sharkey, Howes & Javer
Colorado
$443K +$722 +12 +0.2%
NWM
2179
Northwest Wealth Management
Iowa
$443K +$429K +7,128 New
ZAM
2180
Zevin Asset Management
Massachusetts
$442K
HI
2181
Hudock Inc
Pennsylvania
$439K -$68.9K -1,146 -14%
GRP
2182
Global Retirement Partners
California
$439K +$425K +7,069 New
BIM
2183
Bridgecreek Investment Management
Oklahoma
$438K +$3.01K +50 +0.7%
BCM
2184
Bienville Capital Management
New York
$438K +$32.5K +540 +8%
GI
2185
Gradient Investments
Minnesota
$438K +$60.7K +1,010 +17%
CAAS
2186
Capital Asset Advisory Services
Michigan
$438K +$128K +2,127 +43%
NP
2187
NorthRock Partners
Minnesota
$437K -$47.7K -793 -10%
AWS
2188
AJ Wealth Strategies
New York
$432K +$419K +6,959 New
FWM
2189
Focused Wealth Management
New York
$429K +$48.2K +801 +13%
DWA
2190
Dorsey Wright & Associates
California
$427K +$413K +6,866 New
FIM
2191
Fernwood Investment Management
Massachusetts
$423K -$41.6K -691 -9%
CCA
2192
Conestoga Capital Advisors
Pennsylvania
$422K
Two Sigma Investments
2193
Two Sigma Investments
New York
$421K -$50.9M -846,408 -99%
VNA
2194
Valley National Advisers
Pennsylvania
$421K -$6.98K -116 -2%
GJCM
2195
Grand Jean Capital Management
California
$415K
CPP
2196
Crow Point Partners
Massachusetts
$415K +$64.9K +1,079 +19%
ACM
2197
Armbruster Capital Management
New York
$406K -$67.1K -1,116 -15%
NFG
2198
Nations Financial Group
Iowa
$406K -$11K -183 -3%
IG
2199
Ithaka Group
Virginia
$404K
FVP
2200
Firefly Value Partners
Pennsylvania
$402K +$389K +6,462 New

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.