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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
CC
351
Cannell & Co
New York
$79.6M -$7.83M -130,136 -9%
Mackenzie Financial
352
Mackenzie Financial
Ontario, Canada
$78.9M +$12.2M +203,591 +19%
Janney Montgomery Scott
353
Janney Montgomery Scott
Pennsylvania
$78.3M +$4.59M +76,393 +6%
BFS
354
Bradley Foster & Sargent
Connecticut
$78.1M -$235K -3,906 -0.3%
SAM
355
Silvercrest Asset Management
New York
$78M -$1.43M -23,753 -2%
AIA
356
Avalon Investment & Advisory
Texas
$77.6M +$1.54M +25,684 +2%
Two Sigma Advisers
357
Two Sigma Advisers
New York
$77.3M -$9.47M -157,421 -11%
HI
358
Honeywell International
North Carolina
$77.2M -$1.68M -28,000 -2%
SIA
359
Sit Investment Associates
Minnesota
$77M -$7.2M -119,784 -9%
MCIM
360
Meadow Creek Investment Management
Georgia
$77M +$74.5M +1,239,106 New
Truist Financial
361
Truist Financial
North Carolina
$76.9M -$3.97M -66,034 -5%
DADC
362
D.A. Davidson & Co
Montana
$74.9M -$1.73M -28,735 -2%
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$74.8M -$1.24M -20,544 -2%
VNIM
364
Vaughan Nelson Investment Management
Texas
$74.8M -$1.4M -23,252 -2%
DLA
365
Douglas Lane & Associates
New York
$74.6M -$1.48M -24,530 -2%
SRIM
366
Saratoga Research & Investment Management
California
$74.2M -$2.87M -47,777 -4%
ZIG
367
Zurich Insurance Group
Switzerland
$73.8M -$558K -9,273 -0.8%
Nomura Holdings
368
Nomura Holdings
Japan
$73.6M +$61.8M +1,027,768 +687%
XK
369
Xact Kapitalforvaltning
Sweden
$73.5M +$2.16M +35,934 +3%
DL
370
Delta Lloyd
Netherlands
$72.7M +$753K +12,524 +1%
ZIM
371
Zacks Investment Management
Illinois
$72.1M +$487K +8,097 +0.7%
Bank of Nova Scotia
372
Bank of Nova Scotia
Ontario, Canada
$71.9M -$9.68M -160,911 -12%
SLAM
373
Swiss Life Asset Management
$71.6M +$19M +316,663 +38%
HNB
374
Huntington National Bank
Ohio
$71.3M +$89.1K +1,481 +0.1%
AC
375
Avenir Corporation
Virginia
$69M +$395K +6,563 +0.6%

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.