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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
SAS
2376
Stelac Advisory Services
New York
$102K +$99K +1,646 New
OTC
2377
Opera Trading Capital
France
$99K +$96.8K +1,609 New
IDBONY
2378
Israel Discount Bank of New York
New York
$91K +$88.1K +1,464 New
FCT
2379
Family Capital Trust
Massachusetts
$90K -$241 -4 -0.3%
TJHA
2380
Thomas J. Herzfeld Advisors
Florida
$84K +$241 +4 +0.3%
HCM
2381
Herndon Capital Management
Georgia
$83K +$37K +615 +85%
JIR
2382
James Investment Research
Ohio
$82K
IWC
2383
Integrated Wealth Counsel
California
$82K +$30.1K +500 +61%
AIC
2384
Ayalon Insurance Company
Israel
$81K
PSW
2385
Portfolio Strategies (Washington)
Washington
$75K +$72.2K +1,200 New
MS
2386
Maven Securities
Jersey
$73K +$69.8K +1,160 New
CP
2387
Corbenic Partners
Pennsylvania
$70K
DPA
2388
Delphi Private Advisors
California
$65K -$27.8K -462 -31%
BC
2389
Barnett & Company
Tennessee
$65K
MDCM
2390
Morgan Dempsey Capital Management
Wisconsin
$65K
SIMG
2391
Stephens Investment Management Group
Texas
$61K +$13.4K +222 +29%
HCC
2392
Hirtle Callaghan & Co
Pennsylvania
$56K -$2.04M -33,999 -97%
APSP
2393
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K
AIM
2394
Acrospire Investment Management
Illinois
$56K +$54.1K +900 New
CFD
2395
Creative Financial Designs
Indiana
$55K +$52.7K +877 New
PIMJS
2396
PKO Investment Management Joint-Stock
Poland
$54.1K +$52.4K +871 New
HWP
2397
Hefty Wealth Partners
Indiana
$54K
FMP
2398
Financial Management Professionals
Texas
$53K -$61.4K -1,021 -54%
LYV
2399
Live Your Vision
Pennsylvania
$53K +$241 +4 +0.5%
GIC
2400
GFI Investment Counsel
Ontario, Canada
$50K +$48.1K +800 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.