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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
CIC
326
Crawford Investment Counsel
Georgia
$89.4M -$9.2M -152,915 -10%
TRSOTSOK
327
Teachers Retirement System of the State of Kentucky
Kentucky
$89.3M -$181K -3,001 -0.2%
EHC
328
Everett Harris & Co
California
$88.7M +$70K +1,163 +0.1%
CI
329
Cincinnati Insurance
Ohio
$88.6M
IFLIT
330
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$87.3M +$33M +548,000 +64%
HCM
331
Holland Capital Management
Illinois
$87.2M +$3.34M +55,501 +4%
USSCPF
332
United States Steel & Carnegie Pension Fund
New York
$87.1M +$10M +167,000 +14%
BTS
333
BB&T Securities
Virginia
$86.5M +$3.99M +66,330 +5%
Fiera Capital (Canada)
334
Fiera Capital (Canada)
Quebec, Canada
$86.5M -$11.3M -188,594 -12%
URS
335
Utah Retirement Systems
Utah
$86.3M -$6.01K -100 -0%
BAMF
336
BI Asset Management Fondsmaeglerselskab
Denmark
$86.2M -$17.9M -297,500 -18%
CIM
337
Confluence Investment Management
Missouri
$86.1M +$1.7M +28,325 +2%
CCM
338
Conatus Capital Management
Connecticut
$86M +$17.8M +295,361 +27%
TCM
339
Tetrem Capital Management
Manitoba, Canada
$85.3M -$5.98M -99,467 -7%
FFA
340
First Foundation Advisors
California
$84.1M +$207K +3,435 +0.3%
BAPIM
341
British Airways Pensions Investment Management
United Kingdom
$83.5M
VAM
342
ValueInvest Asset Management
Luxembourg
$83.4M +$80.7M +1,341,440 New
QI
343
QS Investors
New York
$82.8M -$15M -250,209 -16%
JWBC
344
John W. Bristol & Co
New York
$82.5M -$3.71M -61,705 -4%
RCAMU
345
Rothschild & Co Asset Management US
Connecticut
$82M +$12.4M +206,338 +19%
NC
346
Nicholas Company
Wisconsin
$81.7M -$276K -4,585 -0.3%
DAC
347
Dividend Assets Capital
South Carolina
$81.2M +$3.63M +60,313 +5%
CEP
348
Chicago Equity Partners
Illinois
$80.7M -$1.69M -28,125 -2%
FIM
349
Foresters Investment Management
New York
$80.3M +$156K +2,600 +0.2%
CCM
350
Cullen Capital Management
New York
$80.3M -$16.2M -269,850 -17%

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.