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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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$1.17B +$22.2M +368,596 +2%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.15B -$283M -4,698,672 -20%
Fisher Asset Management
53
Fisher Asset Management
Washington
$1.15B +$4.73M +78,699 +0.4%
PPA
54
Parametric Portfolio Associates
Washington
$1.15B -$3.95M -65,686 -0.4%
BlackRock
55
BlackRock
New York
$1.13B -$30M -498,913 -3%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$1.12B -$66.2M -1,101,300 -6%
CS
57
Credit Suisse
Switzerland
$1.1B -$330M -5,481,118 -24%
PI
58
Putnam Investments
Massachusetts
$1.03B +$155M +2,568,932 +18%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$1.03B -$11.9M -197,099 -1%
Massachusetts Financial Services
60
Massachusetts Financial Services
Massachusetts
$1.03B +$164M +2,719,270 +20%
TA
61
Teachers Advisors
New York
$1.02B +$71.2M +1,183,740 +8%
AAMU
62
Amundi Asset Management US
Massachusetts
$991M -$75M -1,247,751 -7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$981M -$19.3M -321,400 -2%
JSP
64
Jackson Square Partners
California
$976M -$44.7M -743,223 -5%
PP
65
Prudential plc
United Kingdom
$975M +$22.4M +372,357 +2%
FAM
66
Fred Alger Management
New York
$974M -$5.45M -90,569 -0.6%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$964M -$39.3M -653,569 -4%
Prudential Financial
68
Prudential Financial
New Jersey
$953M +$6.91M +114,950 +0.8%
LPC
69
Lone Pine Capital
Connecticut
$945M +$42.1M +700,000 +5%
GIM
70
Generation Investment Management
United Kingdom
$935M -$7.98M -132,624 -0.9%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$919M -$58.6M -974,177 -6%
Principal Financial Group
72
Principal Financial Group
Iowa
$906M +$18.5M +308,235 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$880M -$16.9M -280,399 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$876M -$179M -2,981,525 -17%
AQR Capital Management
75
AQR Capital Management
Connecticut
$860M -$15.6M -260,188 -2%

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.