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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
RS
901
Robeco Schweiz
Switzerland
$10.9M -$2.33M -38,727 -18%
IIC
902
Ironwood Investment Counsel
Arizona
$10.9M +$221K +3,678 +2%
MPM
903
Meritage Portfolio Management
Kansas
$10.8M +$9.88M +164,342 +1,691%
HCM
904
Hutchinson Capital Management
California
$10.8M -$237K -3,933 -2%
CF
905
CNA Financial
Illinois
$10.8M
1SB
906
1ST Source Bank
Indiana
$10.7M +$185K +3,083 +2%
JA
907
JLB & Associates
Michigan
$10.7M -$74.3K -1,236 -0.7%
GIP
908
Greatmark Investment Partners
Georgia
$10.7M -$572K -9,517 -5%
KLC
909
Knowledge Leaders Capital
Colorado
$10.7M +$1.03M +17,201 +11%
CIS
910
Connors Investor Services
Pennsylvania
$10.7M +$105K +1,753 +1%
DY
911
Dowling & Yahnke
California
$10.6M -$87.5K -1,454 -0.8%
NSEDCP
912
NJ State Employees Deferred Compensation Plan
New Jersey
$10.6M -$902K -15,000 -8%
JC
913
Jacobs & Co
California
$10.6M +$19.2K +320 +0.2%
MCM
914
McRae Capital Management
New Jersey
$10.6M +$143K +2,377 +1%
SCA
915
Stillwater Capital Advisors
Pennsylvania
$10.5M +$9.39M +156,037 +1,163%
1IA
916
1834 Investment Advisors
Wisconsin
$10.5M -$89.8K -1,493 -0.9%
GCAC
917
Guardian Capital Advisors (Canada)
Ontario, Canada
$10.5M -$125K -2,070 -1%
BHTS
918
Bar Harbor Trust Services
Maine
$10.5M -$179K -2,968 -2%
CCT
919
Chemung Canal Trust
New York
$10.5M -$103K -1,712 -1%
LBC
920
Lowe Brockenbrough & Co
Virginia
$10.5M -$154K -2,561 -1%
SFS
921
Sowell Financial Services
Arkansas
$10.4M +$9.73M +161,828 New
AT
922
Arden Trust
Delaware
$10.4M -$342K -5,687 -3%
UR
923
USCA RIA
Texas
$10.4M -$840K -13,969 -8%
AFG
924
Albion Financial Group
Utah
$10.4M -$1.93K -32 -0%
SBSB
925
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.4M -$549K -9,134 -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.