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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
Boston Partners
101
Boston Partners
Massachusetts
$630M +$43.4M +722,276 +8%
VAM
102
Veritas Asset Management
United Kingdom
$580M +$22.4M +372,104 +4%
State of New Jersey Common Pension Fund D
103
State of New Jersey Common Pension Fund D
New Jersey
$575M +$26.3M +437,100 +5%
EVM
104
Eaton Vance Management
Massachusetts
$567M -$11.4M -189,211 -2%
Canada Life
105
Canada Life
Manitoba, Canada
$545M -$13.1M -218,536 -2%
Credit Agricole
106
Credit Agricole
France
$542M -$16.5M -274,061 -3%
Artisan Partners
107
Artisan Partners
Wisconsin
$541M -$46.1M -766,073 -8%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$539M -$117M -1,950,725 -18%
USAA
109
United Services Automobile Association
Texas
$531M +$24.3M +404,753 +5%
FPA
110
First Pacific Advisors
California
$531M -$2.11M -35,120 -0.4%
PAM
111
Panagora Asset Management
Massachusetts
$530M +$10.8M +179,213 +2%
Citigroup
112
Citigroup
New York
$530M +$176M +2,925,882 +52%
RJA
113
Raymond James & Associates
Florida
$511M +$29.7M +493,643 +6%
Fidelity International
114
Fidelity International
Bermuda
$511M +$7.02M +116,783 +1%
Barclays
115
Barclays
United Kingdom
$502M +$53.9M +895,323 +12%
FPP
116
Findlay Park Partners
United Kingdom
$502M -$31.1M -516,901 -6%
First Manhattan
117
First Manhattan
New York
$501M -$1.57M -26,134 -0.3%
Nordea Investment Management
118
Nordea Investment Management
Sweden
$500M -$8.81M -146,419 -2%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$492M -$2.01M -33,378 -0.4%
KCM
120
Kensico Capital Management
Connecticut
$464M +$24M +398,300 +6%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$453M -$23.2M -385,483 -5%
NIPH
122
NN Investment Partners Holdings
Netherlands
$449M +$28.6M +474,734 +7%
Winslow Capital Management
123
Winslow Capital Management
Minnesota
$448M -$30.3M -503,594 -7%
SO
124
STRS Ohio
Ohio
$446M -$4.64M -77,211 -1%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$436M +$33.8M +562,037 +9%

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.