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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
CA
651
Cullinan Associates
Kentucky
$20.4M +$26K +433 +0.1%
EDRH
652
Edmond de Rothschild Holding
Switzerland
$20.4M -$710K -11,798 -3%
CFG
653
Citizens Financial Group
Rhode Island
$20.3M -$936K -15,561 -5%
HCMNY
654
Howard Capital Management (New York)
New York
$20M +$24.4K +406 +0.1%
CIP
655
Chartwell Investment Partners
Pennsylvania
$20M -$2.23M -37,000 -10%
GT
656
Glenview Trust
Kentucky
$20M +$19.3M +321,589 New
HCMT
657
Highland Capital Management (Texas)
Texas
$19.9M +$1.6M +26,530 +9%
PMAM
658
Picton Mahoney Asset Management
Ontario, Canada
$19.9M +$403K +6,700 +2%
AFM
659
Anson Funds Management
Texas
$19.9M
CC
660
Cornerstone Capital
California
$19.8M -$741K -12,325 -4%
VIP
661
Vantage Investment Partners
Missouri
$19.8M +$19.1M +318,000 New
KIA
662
KCM Investment Advisors
California
$19.7M +$1.91M +31,832 +11%
SCM
663
Suffolk Capital Management
New York
$19.7M
CI
664
Cigna Investments
Connecticut
$19.7M +$19.1M +317,091 New
NEI
665
Northwest & Ethical Investments
Ontario, Canada
$19.7M +$3.61M +60,036 +23%
FLPIM
666
F.L. Putnam Investment Management
Massachusetts
$19.6M +$260K +4,316 +1%
MYAM
667
Meiji Yasuda Asset Management
Japan
$19.5M +$656K +10,902 +4%
NG
668
NatWest Group
United Kingdom
$19.4M +$2.12M +35,316 +13%
BPB
669
Badgley, Phelps & Bell
Washington
$19.2M +$2.04K +34 +0%
SSWM
670
Smith Salley Wealth Management
North Carolina
$19.2M +$319K +5,303 +2%
NLI
671
Nippon Life Insurance
Japan
$19.1M +$234K +3,883 +1%
SI
672
Stephens Inc
Arkansas
$19.1M +$1.76M +29,202 +11%
BB
673
Busey Bank
Illinois
$19M -$21.5K -358 -0.1%
FNBT
674
FineMark National Bank & Trust
Florida
$18.8M +$330K +5,481 +2%
LPL Financial
675
LPL Financial
California
$18.8M +$1.26M +20,925 +7%

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.