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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
Skandinaviska Enskilda Banken (SEB)
276
Skandinaviska Enskilda Banken (SEB)
Sweden
$116M -$4.91M -81,627 -4%
ASC
277
Atalanta Sosnoff Capital
New York
$115M +$2.67M +44,405 +2%
Robeco Institutional Asset Management
278
Robeco Institutional Asset Management
Netherlands
$114M -$46.9M -779,660 -30%
HA
279
Homestead Advisers
Virginia
$114M
TAM
280
Tocqueville Asset Management
New York
$112M -$4M -66,495 -4%
EIM
281
ExxonMobil Investment Management
Texas
$112M -$11.4M -189,974 -10%
BTW
282
Boston Trust Walden
Massachusetts
$111M +$910K +15,137 +0.9%
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$111M +$108M +1,787,909 New
UIM
284
USS Investment Management
United Kingdom
$111M -$12.2M -203,500 -10%
Nomura Asset Management
285
Nomura Asset Management
Japan
$110M -$6.74M -112,061 -6%
SC
286
SRB Corp
Massachusetts
$109M
ACM
287
Atlanta Capital Management
Georgia
$108M -$3.61M -60,004 -3%
Public Sector Pension Investment Board (PSP Investments)
288
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$107M -$1.75M -29,100 -2%
BA
289
Boston Advisors
Massachusetts
$106M +$16.8M +279,811 +20%
MAM
290
Martingale Asset Management
Massachusetts
$106M -$3.48M -57,863 -3%
CGI
291
Comgest Global Investors
France
$106M +$5.15M +85,600 +5%
RL
292
Ruffer LLP
United Kingdom
$105M -$78.7M -1,309,032 -44%
NI
293
Numeric Investors
Massachusetts
$104M +$98.8M +1,642,839 +6,797%
CB
294
Commerce Bank
Missouri
$103M -$1.98M -32,954 -2%
SCM
295
Sterling Capital Management
North Carolina
$103M -$3.3M -54,854 -3%
Pzena Investment Management
296
Pzena Investment Management
New York
$101M -$71.4M -1,187,471 -42%
Natixis Advisors
297
Natixis Advisors
Massachusetts
$100M +$5.28M +87,820 +6%
3CP
298
3G Capital Partners
New York
$100M +$6.42M +106,728 +7%
SI
299
Sentry Investments
Ontario, Canada
$99.5M -$3.65M -60,700 -4%
IGIM
300
I.G. Investment Management
Manitoba, Canada
$99.4M -$46.4M -771,838 -33%

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.