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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
WHG
226
Westwood Holdings Group
Texas
$158M -$11.4M -189,039 -7%
JFL
227
Jarislowsky, Fraser Ltd
Quebec, Canada
$157M +$2.52M +41,939 +2%
HCM
228
Highfields Capital Management
Massachusetts
$155M -$1.59M -26,371 -1%
RJFSA
229
Raymond James Financial Services Advisors
Florida
$153M +$4.84M +80,481 +3%
TPI
230
Tesco Pension Investment
United Kingdom
$153M -$30.5M -507,432 -17%
SCM
231
Steadfast Capital Management
New York
$153M +$148M +2,458,731 New
HFS
232
HL Financial Services
Kentucky
$152M +$5.24M +87,109 +4%
SG Americas Securities
233
SG Americas Securities
New York
$152M +$147M +2,436,959 +24,147%
M&T Bank
234
M&T Bank
New York
$150M -$687K -11,415 -0.5%
Renaissance Technologies
235
Renaissance Technologies
New York
$147M -$224M -3,728,484 -61%
Comerica Bank
236
Comerica Bank
Texas
$147M -$75.8K -1,261 -0.1%
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$146M -$171M -2,836,370 -55%
FMI
238
Factory Mutual Insurance
Massachusetts
$146M
ASRS
239
Arizona State Retirement System
Arizona
$145M -$2.71M -45,100 -2%
PIA
240
Piedmont Investment Advisors
North Carolina
$145M +$2.56M +42,490 +2%
TPSF
241
Texas Permanent School Fund
Texas
$145M -$4.25M -70,626 -3%
FI
242
Focused Investors
California
$144M -$2.78M -46,300 -2%
SCCM
243
Schafer Cullen Capital Management
New York
$144M -$60.8M -1,010,953 -30%
CLM
244
ClearBridge LLC (Maryland)
Maryland
$143M -$44M -732,020 -24%
SSM
245
Sound Shore Management
Connecticut
$143M -$21.6M -359,104 -14%
First Trust Advisors
246
First Trust Advisors
Illinois
$142M +$45.8M +760,931 +50%
EAM
247
Edge Asset Management
Washington
$142M -$1.46M -24,265 -1%
DVI
248
Deccan Value Investors
Connecticut
$142M
GIBU
249
Gulf International Bank (UK)
United Kingdom
$141M -$132K -2,200 -0.1%
CAM
250
ClariVest Asset Management
California
$140M +$32.8M +545,774 +32%

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.