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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
MIHAS
501
Maj Invest Holding A/S
Denmark
$37M +$9.18M +152,568 +34%
SCM
502
Shelton Capital Management
Colorado
$36.6M -$202K -3,357 -0.6%
BVDMP
503
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$36.5M
PA
504
Profund Advisors
Maryland
$36.5M -$2.58M -42,937 -7%
ACP
505
Ashfield Capital Partners
California
$35.6M -$6.99M -116,298 -17%
SCP
506
Seizert Capital Partners
Michigan
$35.5M -$1.99M -33,042 -5%
HCMT
507
Highland Capital Management (Tennessee)
Tennessee
$35.4M -$1.61M -26,812 -4%
LMGAM
508
Liberty Mutual Group Asset Management
Massachusetts
$35.3M +$1.08M +17,934 +3%
CS
509
Cannell & Spears
New York
$35.2M -$1.95M -32,382 -5%
TGA
510
Trilogy Global Advisors
Florida
$35.1M -$762K -12,673 -2%
KRS
511
Kentucky Retirement Systems
Kentucky
$35.1M -$1.89M -31,353 -5%
CT
512
Cambridge Trust
Massachusetts
$35M +$864K +14,367 +3%
AP
513
Antipodes Partners
Australia
$34.7M +$33.4M +554,546 New
TCM
514
Twin Capital Management
Pennsylvania
$34.5M -$476K -7,920 -1%
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$34.3M +$20.3M +338,145 +158%
WI
516
Wafra Inc
New York
$34.3M -$10.3M -171,900 -24%
GD
517
Grandfield & Dodd
New York
$33.8M -$309K -5,132 -0.9%
TM
518
Tiger Management
New York
$33.3M +$4.66M +77,500 +17%
GAMA
519
Graticule Asia Macro Advisors
New York
$33.3M +$32.2M +535,790 New
RG
520
Renaissance Group
Kentucky
$32.7M -$1.94M -32,245 -6%
FMW
521
Farr Miller & Washington
District of Columbia
$32.5M -$711K -11,820 -2%
UB
522
UMB Bank
Missouri
$32.5M +$1.12M +18,702 +4%
DCM
523
Donaldson Capital Management
Indiana
$32.3M +$828K +13,771 +3%
WFMPM
524
Woodley Farra Manion Portfolio Management
Indiana
$32M +$362K +6,025 +1%
PIM
525
Perkins Investment Management
Illinois
$31.9M +$17.1K +285 +0.1%

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.