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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
SEIA
2351
Signature Estate & Investment Advisors
California
$191K +$12K +200 +7%
JWM
2352
Janiczek Wealth Management
Colorado
$186K +$180K +3,000 New
RBC
2353
Roble Belko & Company
Pennsylvania
$172K -$42.9K -714 -21%
TFO
2354
Tarbox Family Office
California
$171K +$361 +6 +0.2%
Group One Trading
2355
Group One Trading
Illinois
$170K +$165K +2,742 New
CWM
2356
Cranbrook Wealth Management
Michigan
$161K
PFGIA
2357
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$155K +2,573 New
WI
2358
Welch Investments
Alabama
$160K +$154K +2,567 New
JAM
2359
JCIC Asset Management
Ontario, Canada
$158K +$152K +2,535 New
HCM
2360
Horrell Capital Management
Arkansas
$156K
AFIA
2361
America First Investment Advisors
Nebraska
$155K -$10.2K -170 -6%
PCFFS
2362
Pacific Center for Financial Services
California
$155K +$150K +2,497 New
AA
2363
Apriem Advisors
California
$148K +$27.5K +457 +24%
RAM
2364
Riggs Asset Management
Pennsylvania
$148K +$32.5K +540 +29%
CFG
2365
CKW Financial Group
Hawaii
$144K
CFN
2366
Cordasco Financial Network
Florida
$143K -$30.1K -500 -18%
HWM
2367
Holloway Wealth Management
Florida
$143K
AA
2368
AlphaMark Advisors
Kentucky
$129K +$57.1K +950 +84%
KKAMG
2369
Kernodle & Katon Asset Management Group
Arkansas
$128K
CFA
2370
Camarda Financial Advisors
Florida
$125K +$37.1K +616 +44%
FA
2371
Friess Associates
Delaware
$117K -$71.3K -1,185 -39%
DSN
2372
D. Scott Neal
Kentucky
$116K -$3.85K -64 -3%
PCA
2373
Peddock Capital Advisors
Massachusetts
$113K -$26.8K -445 -20%
EP
2374
Edinburgh Partners
United Kingdom
$110K
SFPIA
2375
Stevens First Principles Investment Advisors
California
$109K

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.