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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
KIC
2251
Keating Investment Counselors
Florida
$330K -$162K -2,700 -34%
WRM
2252
Weybosset Research & Management
Rhode Island
$329K +$38.4K +638 +14%
BMCM
2253
Bryn Mawr Capital Management
Pennsylvania
$329K +$319K +5,299 New
MIC
2254
MU Investments Company
Japan
$325K -$150K -2,500 -33%
MCM
2255
MV Capital Management
Maryland
$323K +$4.51K +75 +1%
AAP
2256
Arax Advisory Partners
Colorado
$323K +$312K +5,194 New
AEPG
2257
American Economic Planning Group
New Jersey
$322K +$19K +316 +6%
HP
2258
HT Partners
Connecticut
$319K
AIP
2259
Ahrens Investment Partners
Louisiana
$316K +$306K +5,093 New
AIP
2260
Almanack Investment Partners
Pennsylvania
$313K +$303K +5,036 New
LK
2261
Lumbard & Kellner
New Hampshire
$311K
OIM
2262
Opus Investment Management
Massachusetts
$311K
GIM
2263
Guild Investment Management
California
$311K +$301K +5,000 New
BWM
2264
Baystate Wealth Management
Massachusetts
$310K -$9.74K -162 -3%
MGAM
2265
McGowan Group Asset Management
Texas
$308K +$9.74K +162 +3%
WDL
2266
Well Done LLC
Michigan
$304K -$98.8K -1,643 -25%
FAG
2267
Financial Advisory Group
Texas
$303K -$34.2K -569 -10%
SS
2268
Sunbelt Securities
Texas
$300K +$77K +1,280 +36%
RPAM
2269
Rhenman & Partners Asset Management
Sweden
$298K +$99.4K +1,653 +53%
BCA
2270
Bray Capital Advisors
Florida
$295K
AMG
2271
Asset Management Group
Connecticut
$295K +$15.3K +255 +6%
PFA
2272
Pure Financial Advisors
California
$295K +$285K +4,745 New
ESBC
2273
E.S. Barr & Co
Kentucky
$294K -$4.99K -83 -2%
DDPIC
2274
Deroy & Devereaux Private Investment Counsel
Michigan
$293K -$6.01K -100 -2%
SSG
2275
Summit Securities Group
New York
$292K -$16.1M -267,993 -98%

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.