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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
SAM
376
Shell Asset Management
Netherlands
$68M -$10.4M -172,868 -14%
VIM
377
Veritas Investment Management
United Kingdom
$67.3M -$1.4M -23,229 -2%
OAC
378
OMERS Administration Corp
Ontario, Canada
$67.1M -$56.7M -942,555 -47%
HHAA
379
Henry H. Armstrong Associates
Pennsylvania
$67M -$199K -3,303 -0.3%
DC
380
Davenport & Co
Virginia
$67M +$143K +2,372 +0.2%
MA
381
MUFG Americas
New York
$66.9M -$358K -5,956 -0.6%
RAM
382
RWC Asset Management
United Kingdom
$66.8M -$4.87M -81,011 -7%
CI
383
Capital International
California
$66.3M +$217K +3,600 +0.3%
MSA
384
Mason Street Advisors
Wisconsin
$66.1M +$569K +9,466 +0.9%
WRCM
385
Whale Rock Capital Management
Massachusetts
$65.4M +$5.11M +84,905 +9%
CAM
386
Capstone Asset Management
Texas
$64.9M -$1.37M -22,841 -2%
SW
387
SVB Wealth
Massachusetts
$64.6M -$75.2K -1,250 -0.1%
MOACM
388
Mutual of America Capital Management
New York
$64.3M +$2.2M +36,500 +4%
GAM
389
GVO Asset Management
Switzerland
$63.8M -$45M -747,851 -42%
UCFA
390
United Capital Financial Advisors
Texas
$63.6M +$1.9M +31,600 +3%
BCM
391
Becker Capital Management
Oregon
$63.2M -$2.4M -39,847 -4%
EWM
392
Evercore Wealth Management
New York
$63.2M -$443K -7,364 -0.7%
FQ
393
First Quadrant
California
$62.7M -$9.24M -153,587 -13%
GG
394
Gofen & Glossberg
Illinois
$62.2M -$13.2K -219 -0%
HTC
395
Haverford Trust Company
Pennsylvania
$62M +$855K +14,212 +1%
SIM
396
Stelliam Investment Management
New York
$62M +$5.86M +97,500 +11%
AIMCA
397
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$61.8M +$3.71M +61,700 +7%
FT
398
Fiduciary Trust
Massachusetts
$61.6M +$1.79M +29,818 +3%
DILIC
399
Dai-ichi Life Insurance Company
Japan
$61.6M +$59.6M +991,427 New
WA
400
WestEnd Advisors
North Carolina
$61.4M +$59.4M +988,036 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.