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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
SC
576
Stralem & Co
New York
$27M -$341K -5,670 -1%
ELI
577
Empire Life Investments
Ontario, Canada
$26.8M +$26.6M +441,678 New
IIM
578
Intact Investment Management
Quebec, Canada
$26.8M -$1.09M -18,200 -4%
CCM
579
Cadian Capital Management
New York
$26.7M +$12M +200,000 +87%
CPIM
580
Columbia Partners Investment Management
Virginia
$26.6M +$279K +4,634 +1%
JMH
581
J.M. Hartwell
New York
$26.5M -$243K -4,034 -0.9%
Cambridge Investment Research Advisors
582
Cambridge Investment Research Advisors
Iowa
$26.5M +$1.45M +24,131 +6%
CGI
583
CI Global Investments
California
$26.5M -$1.55M -25,698 -6%
CTA
584
Chesley Taft & Associates
Illinois
$26.2M +$184K +3,067 +0.7%
EIA
585
Edgemoor Investment Advisors
Maryland
$26.2M -$449K -7,468 -2%
PL
586
Parthenon LLC
Kentucky
$26M -$345K -5,732 -1%
TAM
587
Trillium Asset Management
Massachusetts
$25.9M +$1.41M +23,480 +6%
WB
588
WesBanco Bank
West Virginia
$25.8M +$101K +1,685 +0.4%
AIP
589
ARS Investment Partners
New York
$25.5M +$24.7M +410,083 New
HS
590
Huntington Steele
Pennsylvania
$25.4M +$943K +15,671 +4%
CBCM
591
Cook & Bynum Capital Management
Alabama
$25.3M
MCM
592
Maryland Capital Management
Maryland
$25.1M -$1.42M -23,541 -6%
DCM
593
Decatur Capital Management
Georgia
$25.1M +$9.38M +155,910 +63%
MTC
594
McDaniel Terry & Co
Texas
$25.1M -$247K -4,113 -1%
A
595
AustralianSuper
Australia
$25.1M +$24.3M +403,200 New
PTC
596
Philadelphia Trust Company
Pennsylvania
$24.9M -$877K -14,579 -4%
AMI
597
Amica Mutual Insurance
Rhode Island
$24.9M -$627K -10,425 -3%
GJIC
598
Gamble Jones Investment Counsel
California
$24.8M -$268K -4,448 -1%
CNAM
599
Campbell Newman Asset Management
Wisconsin
$24.7M -$3.55M -59,001 -13%
KC
600
Kanha Capital
New York
$24.6M +$23.8M +395,136 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.