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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
CCM
2326
Crossvault Capital Management
Texas
$225K
EARNEST Partners
2327
EARNEST Partners
Georgia
$225K +$218K +3,628 New
GWM
2328
GSB Wealth Management
Connecticut
$224K +$217K +3,600 New
CIP
2329
Capital Insight Partners
Arizona
$223K +$216K +3,587 New
KL
2330
Kinsight LLC
Alabama
$222K
BFIC
2331
Bedell Frazier Investment Counselling
California
$221K -$47.5K -790 -18%
OWP
2332
Obermeyer Wealth Partners
Colorado
$219K +$212K +3,524 New
LWA
2333
Lowe Wealth Advisors
Maryland
$218K -$37.8K -629 -15%
ACM
2334
Alethea Capital Management
Washington
$217K -$607K -10,088 -74%
ED
2335
Exane Derivatives
France
$217K -$488K -8,120 -70%
BHA
2336
Beech Hill Advisors
New York
$216K -$84.5K -1,405 -29%
GAAM
2337
Guinness Atkinson Asset Management
California
$216K -$57.7K -960 -22%
TBA
2338
Train Babcock Advisors
New York
$213K +$207K +3,435 New
MCP
2339
Mirador Capital Partners
California
$211K -$6.01M -99,999 -97%
SMH
2340
Sanders Morris Harris
Texas
$211K +$204K +3,397 New
MCMT
2341
Moon Capital Management (Tennessee)
Tennessee
$211K +$204K +3,389 New
BWP
2342
BSW Wealth Partners
Colorado
$209K +$202K +3,365 New
I2I
2343
Insight 2811 Inc
Illinois
$208K -$48K -798 -19%
PV
2344
Private Vista
Illinois
$207K +$196K +3,256 New
NQWM
2345
Northwest Quadrant Wealth Management
Oregon
$205K +$194K +3,223 New
NI
2346
NFC Investments
Tennessee
$204K +$198K +3,290 New
TAM
2347
Tealwood Asset Management
Minnesota
$203K +$196K +3,263 New
CCM
2348
Carderock Capital Management
Maryland
$201K +$194K +3,233 New
OCAM
2349
Onex Canada Asset Management
Ontario, Canada
$201K +$195K +3,240 New
CWM
2350
Catamount Wealth Management
Connecticut
$192K +$6.01K +100 +3%

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.