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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
ZF
2226
Zhang Financial
Michigan
$371K +$18.9K +314 +6%
GEM
2227
Global Endowment Management
North Carolina
$370K +$358K +5,960 New
EWM
2228
Evermay Wealth Management
Virginia
$365K -$9.44K -157 -3%
BWM
2229
BerganKDV Wealth Management
Minnesota
$365K +$134K +2,224 +61%
DOA
2230
D'Orazio & Associates
Virginia
$363K +$60 +1 +0%
RFWA
2231
RPg Family Wealth Advisory
Massachusetts
$363K -$13.4K -223 -4%
GIM
2232
Groesbeck Investment Management
New Jersey
$360K
AP
2233
Atwood & Palmer
Missouri
$359K
BFG
2234
Bouchey Financial Group
New York
$358K -$17K -282 -5%
CCM
2235
Canal Capital Management
Virginia
$357K +$25.1K +418 +8%
NA
2236
Nottingham Advisors
New York
$356K -$23.5K -391 -6%
CCM
2237
Chickasaw Capital Management
Tennessee
$354K +$42.1K +700 +14%
SAM
2238
Shamrock Asset Management
Texas
$351K +$35K +582 +11%
HIM
2239
Hillsdale Investment Management
Ontario, Canada
$350K +$339K +5,640 New
WCM
2240
Weatherstone Capital Management
Colorado
$347K +$336K +5,586 New
CL
2241
CIM LLC
New York
$345K -$1.5K -25 -0.4%
HP
2242
Hartree Partners
New York
$343K +$332K +5,514 New
PVH
2243
Psagot Value Holdings
Israel
$342K
FWM
2244
FFT Wealth Management
Pennsylvania
$342K +$30.1K +500 +10%
LWM
2245
Lenox Wealth Management
Ohio
$341K -$5.96K -99 -2%
CA
2246
Cortland Associates
Missouri
$337K
AWE
2247
Avidian Wealth Enterprises
Texas
$336K -$71K -1,180 -18%
OAM
2248
Oberweis Asset Management
Illinois
$336K
AF
2249
Affiance Financial
Minnesota
$332K -$31.7K -527 -9%
NPPM
2250
North Point Portfolio Managers
Ohio
$332K

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.