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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
AIS
2301
Accurate Investment Solutions
Pennsylvania
$250K -$5.17K -86 -2%
DLG
2302
Daniel L. Goodwin
$249K
SFM
2303
Soros Fund Management
New York
$249K +$241K +4,000 New
MWM
2304
MinichMacGregor Wealth Management
New York
$247K +$13.3K +221 +6%
HA
2305
Hays Advisory
Tennessee
$246K +$238K +3,964 New
IPAM
2306
ICICI Prudential Asset Management
India
$242K +$235K +3,900 New
JAFL
2307
Jay A. Fishman Ltd
Michigan
$241K +$234K +3,885 New
DWM
2308
Dorchester Wealth Management
Quebec, Canada
$241K -$90.2K -1,500 -28%
EA
2309
Elm Advisors
California
$240K -$4.81K -80 -2%
LIA
2310
LBMC Investment Advisors
Tennessee
$240K -$2.23K -37 -0.9%
SIM
2311
Sadoff Investment Management
Wisconsin
$237K
CCM
2312
Copeland Capital Management
Pennsylvania
$236K -$15K -250 -6%
NG
2313
Northstar Group
New York
$235K -$2.29K -38 -1%
RT
2314
Reliance Trust
Georgia
$234K -$23.9K -397 -10%
PCM
2315
Penserra Capital Management
California
$234K +$127K +2,105 +125%
LRIC
2316
Long Road Investment Counsel
Michigan
$232K
FFW
2317
Fusion Family Wealth
New York
$231K +$222K +3,698 New
MFT
2318
Moisand Fitzgerald Tamayo
Florida
$230K -$12K -200 -5%
ACM
2319
AUA Capital Management
Pennsylvania
$230K +$223K +3,700 New
HCM
2320
Harvest Capital Management
New Hampshire
$229K
EF
2321
Empirical Finance
Pennsylvania
$228K +$220K +3,655 New
LWA
2322
Lenox Wealth Advisors
New York
$227K -$132K -2,189 -37%
RWP
2323
RWA Wealth Partners
Massachusetts
$227K +$220K +3,658 New
VSWA
2324
Vontobel Swiss Wealth Advisors
Switzerland
$226K -$60.1K -1,000 -22%
PFC
2325
Phocas Financial Corp
California
$225K -$886K -14,738 -80%

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.