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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
Jennison Associates
26
Jennison Associates
New York
$2.4B +$62.1M +1,032,417 +3%
Goldman Sachs
27
Goldman Sachs
New York
$2.4B +$387M +6,439,169 +20%
Legal & General Group
28
Legal & General Group
United Kingdom
$2.23B +$55.7M +926,334 +3%
Capital International Investors
29
Capital International Investors
California
$2.07B +$131M +2,185,950 +7%
UBS AM
30
UBS AM
Illinois
$1.97B -$245M -4,071,405 -11%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.84B -$70.6M -1,173,306 -4%
BIM
32
BlackRock Investment Management
Delaware
$1.79B +$97M +1,612,582 +6%
Charles Schwab
33
Charles Schwab
California
$1.76B +$82.2M +1,366,210 +5%
Eagle Capital Management (New York)
34
Eagle Capital Management (New York)
New York
$1.66B -$102M -1,689,114 -6%
UBS Group
35
UBS Group
Switzerland
$1.56B -$69.4M -1,154,036 -4%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.54B -$33.7M -560,760 -2%
ClearBridge Investments
37
ClearBridge Investments
New York
$1.48B +$9.67M +160,832 +0.7%
First Eagle Investment Management
38
First Eagle Investment Management
New York
$1.46B +$8.95M +148,724 +0.6%
Capital Research Global Investors
39
Capital Research Global Investors
California
$1.4B +$91.1K +1,514 +0%
BA
40
BlackRock Advisors
Delaware
$1.39B +$28.4M +471,499 +2%
Viking Global Investors
41
Viking Global Investors
Connecticut
$1.36B +$498M +8,282,782 +61%
Deutsche Bank
42
Deutsche Bank
Germany
$1.34B -$660M -10,971,496 -34%
MAM
43
Magellan Asset Management
Australia
$1.33B -$62.6M -1,041,077 -5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$1.31B -$40.3M -670,770 -3%
American Century Companies
45
American Century Companies
Missouri
$1.31B +$20.9M +347,565 +2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.29B -$5.43M -90,300 -0.4%
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.28B +$22.6M +376,300 +2%
WRF
48
Waddell & Reed Financial
Kansas
$1.22B -$136M -2,258,909 -10%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$1.19B -$37.3M -620,196 -3%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$1.17B +$647M +10,757,693 +115%

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.