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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
CCB
2276
Cutter & Co Brokerage
Missouri
$291K -$52.4K -872 -16%
TCM
2277
Teza Capital Management
Illinois
$289K +$279K +4,644 New
CB
2278
Cooke & Bieler
Pennsylvania
$286K
EM
2279
Emancipation Management
New York
$283K -$812K -13,500 -75%
OWM
2280
Orgel Wealth Management
Wisconsin
$281K -$19.2K -319 -7%
NCIM
2281
New Century Investment Management
Michigan
$280K -$409K -6,800 -60%
HC
2282
Hourglass Capital
Texas
$280K
GAM
2283
Garrison Asset Management
Arkansas
$275K +$4.39K +73 +2%
RPG
2284
Risk Paradigm Group
Texas
$273K +$26.7K +444 +11%
KFS
2285
Kissinger Financial Services
Maryland
$271K +$38.5K +640 +17%
CCA
2286
Clearwater Capital Advisors
Illinois
$271K +$260K +4,326 New
GBBWRPM
2287
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$269K +$2.83K +47 +1%
AIA
2288
Arbor Investment Advisors
North Carolina
$269K +$17K +282 +7%
MCM
2289
Mitchell Capital Management
Kansas
$267K
JAM
2290
Jolley Asset Management
North Carolina
$266K
NCM
2291
New Capital Management
Texas
$266K +$258K +4,283 New
Sands Capital Management
2292
Sands Capital Management
Virginia
$264K
GQG Partners
2293
GQG Partners
Florida
$264K +$255K +4,247 New
MMA
2294
Miracle Mile Advisors
California
$264K +$256K +4,255 New
AWM
2295
Affinity Wealth Management
Delaware
$263K
FBFS
2296
First Business Financial Services
Wisconsin
$258K +$250K +4,158 New
IIM
2297
Ironwood Investment Management
Massachusetts
$256K +$60 +1 +0%
QC
2298
QCM Cayman
Texas
$256K +$248K +4,124 New
ICM
2299
Ionic Capital Management
New York
$254K +$245K +4,080 New
GI
2300
Glovista Investments
New Jersey
$254K +$246K +4,095 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.