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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
CG
726
Cutler Group
California
$16.1M +$8.36M +139,071 +116%
CCMD
727
Cypress Capital Management (Delaware)
Delaware
$16M -$75.2K -1,250 -0.5%
AJ
728
Ashburton (Jersey)
Jersey
$16M +$1.54M +25,615 +11%
PP
729
Prospector Partners
Connecticut
$15.9M +$78.2K +1,300 +0.5%
AAC
730
Asset Advisors Corp
Georgia
$15.9M +$155K +2,571 +1%
BCAM
731
Boston Common Asset Management
Massachusetts
$15.9M -$221K -3,667 -1%
WPC
732
Waters Parkerson & Co
Louisiana
$15.8M +$29.4K +488 +0.2%
WC
733
Woodstock Corp
Massachusetts
$15.8M -$69.1K -1,149 -0.5%
QC
734
Quadrature Capital
United Kingdom
$15.7M +$15.2M +253,061 New
SAM
735
Strategy Asset Managers
California
$15.7M -$662K -11,012 -4%
VCM
736
Violich Capital Management
California
$15.6M +$415K +6,897 +3%
KRSITF
737
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.6M -$26.4K -439 -0.2%
NIMI
738
Natixis Investment Managers International
France
$15.6M +$3.09M +51,430 +26%
SBCM
739
Schwerin Boyle Capital Management
Massachusetts
$15.6M -$60.1K -1,000 -0.4%
CAM
740
Close Asset Management
United Kingdom
$15.6M +$15.1M +250,454 New
SRC
741
Shufro Rose & Co
New York
$15.5M -$30.9K -514 -0.2%
BA
742
Bristlecone Advisors
Washington
$15.4M -$139K -2,304 -0.9%
SH
743
SeaTown Holdings
Singapore
$15.4M +$14.9M +248,000 New
NPA
744
Nichols & Pratt Advisers
Massachusetts
$15.4M +$73.6K +1,223 +0.5%
QAM
745
QCI Asset Management
New York
$15.4M -$633K -10,516 -4%
BBI
746
Baxter Bros Inc
Connecticut
$15.4M -$198K -3,288 -1%
HT
747
HighTower Trust
Texas
$15.4M +$741K +12,317 +5%
MAM
748
Meeder Asset Management
Ohio
$15.3M -$3.22M -53,490 -18%
HW
749
Hancock Whitney
Mississippi
$15.3M -$299K -4,963 -2%
MCM
750
MAI Capital Management
Ohio
$15.3M -$823K -13,678 -5%

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.