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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
KBC Group
251
KBC Group
Belgium
$140M +$10.5M +174,484 +8%
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$139M +$5.89K +98 +0%
DCM
253
Dorsal Capital Management
California
$137M +$18M +300,000 +16%
FWIA
254
Fort Washington Investment Advisors
Ohio
$136M +$4.71M +78,371 +4%
RRAM
255
River Road Asset Management
Kentucky
$135M +$2.75M +45,704 +2%
Toronto Dominion Bank
256
Toronto Dominion Bank
Ontario, Canada
$133M +$85.2M +1,415,848 +193%
SDIC
257
South Dakota Investment Council
South Dakota
$132M -$15.2M -252,616 -11%
Tiger Global Management
258
Tiger Global Management
New York
$132M +$127M +2,118,000 New
RFS
259
Rockefeller Financial Services
New York
$129M -$39.7M -660,612 -24%
HMP
260
HS Management Partners
New York
$129M +$30.7M +510,387 +33%
WAM
261
Wolverine Asset Management
Illinois
$128M +$124M +2,059,553 New
IG
262
ING Group
Netherlands
$128M -$12.2M -202,547 -9%
Capstone Investment Advisors
263
Capstone Investment Advisors
New York
$128M +$122M +2,022,790 +6,894%
PC
264
Polar Capital
United Kingdom
$127M +$15.2M +253,484 +14%
HIMCH
265
Hartford Investment Management Co (HIMCO)
Connecticut
$127M +$2.61M +43,428 +2%
Victory Capital Management
266
Victory Capital Management
Texas
$125M -$44.3M -736,728 -27%
AACR
267
ACR Alpine Capital Research
Missouri
$124M -$21.8M -362,581 -15%
OTPPB
268
Ontario Teachers' Pension Plan Board
Ontario, Canada
$122M -$32.9M -547,548 -22%
ERSOT
269
Employees Retirement System of Texas
Texas
$121M -$11M -182,500 -9%
GA
270
Geneva Advisors
Illinois
$120M -$3M -49,874 -3%
EP
271
Elkfork Partners
Oregon
$119M +$115M +1,914,982 New
CIP
272
Cornerstone Investment Partners
Georgia
$119M -$1.28M -21,334 -1%
VRS
273
Virginia Retirement Systems
Virginia
$119M +$10.7M +178,500 +10%
MIP
274
Mondrian Investment Partners
United Kingdom
$118M -$31M -515,207 -21%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$117M +$28.3M +470,010 +33%

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.