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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
DIA
601
Denver Investment Advisors
Colorado
$24.5M -$306K -5,093 -1%
DIA
602
Davidson Investment Advisors
Montana
$24.5M -$1.22M -20,314 -5%
RMA
603
Roffman Miller Associates
Pennsylvania
$24.5M -$207K -3,439 -0.9%
SCM
604
SKBA Capital Management
California
$24.4M -$8.17M -135,910 -26%
CCMG
605
Clark Capital Management Group
Pennsylvania
$24.4M +$1.21M +20,057 +5%
PI
606
PGGM Investments
Netherlands
$24.3M -$26.1M -433,125 -53%
CCM
607
Covington Capital Management
California
$24.2M -$611K -10,157 -3%
VSI
608
Verde Servicos Internacionais
Brazil
$24M -$5.76M -95,817 -20%
BS
609
Banco Santander
Spain
$24M +$24.6M +409,376 New
QIM
610
Quest Investment Management
Oregon
$23.9M -$257K -4,274 -1%
KWILP
611
Kiwi Wealth Investments Limited Partnership
New Zealand
$23.9M -$1.19M -19,797 -5%
CAM
612
Centre Asset Management
New York
$23.8M -$3.17M -52,730 -12%
CCM
613
Compass Capital Management
Minnesota
$23.8M -$327K -5,441 -1%
BCM
614
Bridgeway Capital Management
Texas
$23.5M +$49.3K +820 +0.2%
BAM
615
Berkshire Asset Management
Pennsylvania
$23.4M +$425K +7,069 +2%
RJT
616
Raymond James Trust
Florida
$23.3M +$1.44M +23,983 +7%
FTIOP
617
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.3M +$3.04M +50,583 +16%
DMIC
618
Dixon Mitchell Investment Counsel
British Columbia, Canada
$23.3M -$1.18M -19,548 -5%
EAM
619
EverPoint Asset Management
Connecticut
$23.3M +$6.62M +110,000 +42%
MAA
620
Matrix Asset Advisors
New York
$23.3M +$121K +2,004 +0.5%
TCM
621
Tradewinds Capital Management
Washington
$23M -$541K -8,987 -2%
OI
622
Oakbrook Investments
Illinois
$23M -$4.53M -75,250 -17%
HPWM
623
Highland Private Wealth Management
Washington
$23M -$250K -4,160 -1%
V
624
Veritable
Delaware
$22.7M +$569K +9,456 +3%
Point72 Asset Management
625
Point72 Asset Management
Connecticut
$22.7M +$22M +365,900 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.