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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
H
301
Hexavest
Quebec, Canada
$99.3M +$14.3M +237,300 +17%
EIC
302
Equity Investment Corp
Georgia
$98.8M +$95.6M +1,589,648 New
Envestnet Asset Management
303
Envestnet Asset Management
Illinois
$98.4M +$8.65M +143,758 +10%
CIC
304
Chilton Investment Company
Connecticut
$98.4M +$19.7M +327,487 +26%
NB
305
Norinchukin Bank
Japan
$98.3M +$3.43M +56,964 +4%
TP
306
Thunderbird Partners
United Kingdom
$98.2M -$35.5M -591,003 -27%
GHCM
307
Glen Harbor Capital Management
California
$98M +$94.9M +1,577,044 New
SAM
308
Sentinel Asset Management
Vermont
$97.5M -$4.85M -80,650 -5%
FAF
309
Fjarde Ap-fonden
Sweden
$97.3M -$10.5M -174,381 -10%
Federated Hermes
310
Federated Hermes
Pennsylvania
$96M -$29.9M -497,362 -24%
KCM
311
Kornitzer Capital Management
Kansas
$95.7M -$2.35M -39,036 -2%
SAM
312
Sawgrass Asset Management
Florida
$95.6M -$21.6M -359,925 -19%
HL
313
Harding Loevner
New Jersey
$95.4M -$579K -9,624 -0.6%
Commonwealth Equity Services
314
Commonwealth Equity Services
Massachusetts
$95.1M +$2.4M +39,840 +3%
Connor, Clark & Lunn Investment Management (CC&L)
315
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$95M +$28.1M +467,000 +44%
FTCM
316
Fir Tree Capital Management
New York
$94.8M
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$94.6M +$6.43M +106,923 +8%
Millennium Management
318
Millennium Management
New York
$92.9M -$192M -3,198,686 -68%
FWCM
319
Ferguson Wellman Capital Management
Oregon
$92.1M +$724K +12,044 +0.8%
D.E. Shaw & Co
320
D.E. Shaw & Co
New York
$92M -$11.7M -194,777 -12%
BMO
321
Beck Mack & Oliver
New York
$91.6M -$125K -2,084 -0.1%
RFC
322
Regions Financial Corp
Alabama
$91.6M +$1.38M +23,011 +2%
GH
323
GAM Holding
Switzerland
$91.3M -$7.33M -121,840 -8%
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90.6M +$277K +4,599 +0.3%
GLA
325
Great Lakes Advisors
Illinois
$90.4M -$806K -13,407 -0.9%

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.