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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$842M -$9.59M -159,394 -1%
EIP
77
Epoch Investment Partners
New York
$811M -$58.6M -974,089 -7%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$810M -$53.9M -896,369 -6%
Asset Management One
79
Asset Management One
Japan
$805M +$689M +11,450,479 +769%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$804M -$15.5M -257,075 -2%
Lazard Asset Management
81
Lazard Asset Management
New York
$788M -$2.81M -46,759 -0.4%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$767M +$18.3M +304,710 +3%
BBHC
83
Brown Brothers Harriman & Co
New York
$765M -$117M -1,938,009 -14%
Hotchkis & Wiley Capital Management
84
Hotchkis & Wiley Capital Management
California
$763M -$15.8M -262,238 -2%
IFP
85
Independent Franchise Partners
United Kingdom
$733M +$5.38M +89,425 +0.8%
O
86
OppenheimerFunds
New York
$726M +$178M +2,956,419 +34%
Sanders Capital
87
Sanders Capital
Florida
$724M -$65.1M -1,082,906 -9%
APG Asset Management
88
APG Asset Management
Netherlands
$720M -$121M -2,014,758 -14%
Loomis, Sayles & Company
89
Loomis, Sayles & Company
Massachusetts
$712M -$10.4M -172,934 -1%
Adage Capital Partners
90
Adage Capital Partners
Massachusetts
$709M -$13.2M -218,800 -2%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$690M -$17M -283,025 -2%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$687M +$657M +10,925,479 New
Swedbank
93
Swedbank
Sweden
$684M -$9.98M -165,889 -1%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$680M -$4M -66,566 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
95
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$664M -$167M -2,771,500 -21%
Canada Pension Plan Investment Board
96
Canada Pension Plan Investment Board
Ontario, Canada
$658M +$28.6M +474,881 +5%
BJ
97
BlackRock Japan
Japan
$652M -$6.85M -113,923 -1%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$649M -$33.6M -558,769 -5%
YAM
99
Yacktman Asset Management
Texas
$645M -$77.3M -1,285,237 -11%
Fundsmith LLP
100
Fundsmith LLP
United Kingdom
$642M +$16.1M +267,350 +3%

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.