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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
ATO
126
Alecta Tjanstepension Omsesidigt
Sweden
$432M +$117M +1,950,000 +39%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$426M +$36.3M +603,184 +10%
Janus Henderson Group
128
Janus Henderson Group
United Kingdom
$412M -$22.4M -372,193 -5%
AT
129
AMF Tjänstepension
Sweden
$409M +$36.5M +606,188 +10%
Macquarie Group
130
Macquarie Group
Australia
$407M +$17.4M +289,721 +5%
WT
131
Wellcome Trust
United Kingdom
$404M
Ninety One (UK)
132
Ninety One (UK)
United Kingdom
$394M +$3.81M +63,333 +1%
US Bancorp
133
US Bancorp
Minnesota
$387M -$8.98M -149,230 -2%
OAG
134
Orbis Allan Gray
Bermuda
$385M -$9.47M -157,411 -2%
Aviva
135
Aviva
United Kingdom
$383M +$7.6M +126,391 +2%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$372M +$29M +482,428 +9%
DZ Bank
137
DZ Bank
Germany
$372M +$360M +5,984,120 New
JIM
138
Jensen Investment Management
Oregon
$367M -$807K -13,421 -0.2%
Stifel Financial
139
Stifel Financial
Missouri
$365M +$17.1M +284,281 +5%
SC
140
Sculptor Capital
New York
$356M -$275M -4,569,462 -44%
Harris Associates
141
Harris Associates
Illinois
$352M -$197M -3,268,116 -37%
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
$351M +$9.56M +158,989 +3%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$341M -$25.9M -430,916 -7%
BG
144
Bahl & Gaynor
Ohio
$341M +$5.07M +84,244 +2%
NFA
145
Nationwide Fund Advisors
Ohio
$337M +$5.24M +87,088 +2%
CG
146
Carmignac Gestion
France
$325M +$20.5M +341,407 +7%
AL
147
AJO LP
Pennsylvania
$324M -$18.9M -313,572 -6%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$321M -$5.43M -90,283 -2%
Brown Advisory
149
Brown Advisory
Maryland
$318M +$29.3M +486,590 +10%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$314M -$22.9M -380,154 -7%

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.