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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
NP
701
NS Partners
United Kingdom
$17.3M -$153K -2,540 -0.9%
FCBT
702
First Citizens Bank & Trust
North Carolina
$17.3M -$6.67M -110,973 -29%
BIC
703
Beach Investment Counsel
Pennsylvania
$17.3M +$16.4M +271,913 +4,661%
SSB
704
Sandy Spring Bank
Maryland
$17.2M -$27.1K -451 -0.2%
BUB
705
BBVA USA Bancshares
Texas
$17.2M +$339K +5,629 +2%
CC
706
Colrain Capital
Massachusetts
$17.2M -$45.1K -750 -0.3%
SFM
707
Systematic Financial Management
New Jersey
$17.1M -$11.2M -186,691 -40%
CEI
708
Clark Estates Inc
New York
$17.1M -$478K -7,950 -3%
SC
709
SouthState Corp
Florida
$17M +$25.7K +427 +0.2%
CL
710
CPWM LLC
Washington
$16.8M -$1.3M -21,606 -7%
TCT
711
TIAA CREF Trust
Missouri
$16.8M +$245K +4,076 +2%
B
712
Bailard
California
$16.8M +$289K +4,811 +2%
PAG
713
Private Advisor Group
New Jersey
$16.8M +$797K +13,247 +5%
UM
714
Ulysses Management
New York
$16.7M
ASA
715
Armstrong Shaw Associates
Connecticut
$16.7M -$618K -10,280 -4%
PDN
716
Pensionfund DSM Netherlands
Netherlands
$16.7M -$1.2M -20,000 -7%
LCP
717
LGT Capital Partners
Switzerland
$16.6M -$1.85M -30,770 -10%
FA
718
FDx Advisors
Illinois
$16.5M +$4.86M +80,882 +44%
TAM
719
Taurus Asset Management
New York
$16.4M -$414K -6,883 -3%
ACM
720
Academy Capital Management
Texas
$16.2M -$153K -2,544 -1%
GMI
721
Greystone Managed Investments
Saskatchewan, Canada
$16.2M -$999K -16,609 -6%
GGI
722
Godsey & Gibb Inc
Virginia
$16.2M -$115K -1,912 -0.7%
MFS
723
MSI Financial Services
Massachusetts
$16.1M -$766K -12,742 -5%
CTC
724
Central Trust Company
Missouri
$16.1M +$116K +1,933 +0.8%
FSA
725
Franklin Street Advisors
North Carolina
$16.1M +$316K +5,249 +2%

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.