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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
LCS
426
Levin Capital Strategies
New York
$52.8M -$3.39M -56,440 -6%
RI
427
RWWM Inc
California
$52.6M -$174K -2,895 -0.3%
CS
428
Candriam SCA
Luxembourg
$52.5M +$346K +5,760 +0.7%
PC
429
Passport Capital
California
$52.5M -$21M -348,652 -29%
ADEF
430
Adams Diversified Equity Fund
Maryland
$52M
NMERB
431
New Mexico Educational Retirement Board
New Mexico
$51.8M +$2.26M +37,500 +5%
CFB
432
Cullen/Frost Bankers
Texas
$51.6M +$3.32M +55,140 +7%
SFM
433
Stack Financial Management
Montana
$51.5M -$925K -15,372 -2%
NIMC
434
NWQ Investment Management Company
California
$51.4M -$2.24M -37,175 -4%
CCM
435
Coldstream Capital Management
Washington
$51.3M +$1.93M +32,089 +4%
AB
436
Amalgamated Bank
New York
$51.3M +$8.62M +143,306 +21%
AAM
437
Advisors Asset Management
Colorado
$51.2M +$294K +4,895 +0.6%
MHC
438
Meyer Handelman Company
New York
$50.6M -$96.2K -1,600 -0.2%
AWG
439
Alpha Wave Global
New York
$50.6M -$28.1M -467,300 -36%
AI
440
Axiom Investors
Connecticut
$50.3M +$11.1M +184,097 +29%
OA
441
Omega Advisors
New York
$49.9M -$14.9M -246,914 -24%
DCM
442
Dupont Capital Management
Delaware
$48.9M -$5.03M -83,677 -10%
SC
443
Saturna Capital
Washington
$48.9M -$6.01K -100 -0%
Jacobs Levy Equity Management
444
Jacobs Levy Equity Management
New Jersey
$48.9M -$22.6M -374,990 -32%
SAM
445
Securian Asset Management
Minnesota
$48.6M +$231K +3,834 +0.5%
SC
446
Scotia Capital
Ontario, Canada
$48.5M +$3.52M +58,511 +8%
PFM
447
PacWest Financial Management
Arizona
$48M -$529K -8,799 -10%
JCM
448
Janney Capital Management
Pennsylvania
$48M -$1.5M -24,895 -3%
PA
449
Pinnacle Associates
New York
$47.8M -$70.6K -1,173 -0.2%
GF
450
Gabelli Funds
New York
$47.7M -$2.11M -35,000 -4%

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.