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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
Aristotle Capital Management
151
Aristotle Capital Management
California
$314M +$5.39M +89,591 +2%
Fayez Sarofim & Co
152
Fayez Sarofim & Co
Texas
$314M +$1.78M +29,572 +0.6%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$311M +$1.37M +22,725 +0.5%
ACM
154
Abrams Capital Management
Massachusetts
$309M
National Pension Service
155
National Pension Service
South Korea
$301M +$18.3M +304,550 +7%
MNA
156
Manning & Napier Advisors
New York
$297M +$9.8M +162,884 +4%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$292M +$1.78M +29,512 +0.6%
CWM
158
CIBC World Markets
New York
$291M +$107M +1,777,053 +61%
William Blair Investment Management
159
William Blair Investment Management
Illinois
$287M -$2.73M -45,401 -1%
AAM
160
Aberdeen Asset Management
United Kingdom
$279M -$30.1M -499,736 -10%
FMI
161
Fiduciary Management Inc
Wisconsin
$278M -$98.4M -1,636,761 -27%
Flossbach Von Storch
162
Flossbach Von Storch
Germany
$276M -$166M -2,757,129 -38%
AIM
163
Artemis Investment Management
United Kingdom
$276M +$77.9M +1,294,564 +41%
GIA
164
Gateway Investment Advisers
Ohio
$275M -$27.1M -451,040 -9%
BCIM
165
British Columbia Investment Management
British Columbia, Canada
$274M +$30.5M +507,467 +13%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$273M -$117M -1,947,651 -31%
Diamond Hill Capital Management
167
Diamond Hill Capital Management
Ohio
$272M +$4.92M +81,808 +2%
BAM
168
Burgundy Asset Management
Ontario, Canada
$271M +$7.07M +117,589 +3%
SEI Investments
169
SEI Investments
Pennsylvania
$269M -$1.64M -27,205 -0.6%
SI
170
Scharf Investments
California
$264M -$13.2M -218,740 -5%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$260M -$7.53M -125,219 -3%
CCM
172
Causeway Capital Management
California
$259M -$10.1M -168,368 -5%
DSA
173
Davis Selected Advisers
Arizona
$255M -$20.7M -343,714 -8%
Axa
174
Axa
France
$255M +$12.6M +209,653 +5%
AWM
175
Ashmore Wealth Management
Delaware
$252M -$2.88M -47,851 -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.