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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
KeyBank National Association
176
KeyBank National Association
Ohio
$249M -$4.34M -72,090 -2%
TG
177
TCW Group
California
$248M +$10.7M +177,684 +5%
T
178
Thomaspartners
Massachusetts
$245M +$10.6M +176,562 +5%
Lord, Abbett & Co
179
Lord, Abbett & Co
New Jersey
$240M +$23.1M +384,072 +11%
N
180
Natixis
France
$239M +$155M +2,581,492 +204%
EPCM
181
Eton Park Capital Management
New York
$239M -$152M -2,523,500 -40%
ACI
182
AMP Capital Investors
Australia
$238M -$5.4M -89,836 -2%
DekaBank Deutsche Girozentrale
183
DekaBank Deutsche Girozentrale
Germany
$235M +$12.6M +208,852 +6%
AIM
184
abrdn Investment Management
United Kingdom
$234M +$43.4M +721,526 +24%
N
185
Nuveen
North Carolina
$232M +$28M +465,918 +14%
Calamos Advisors
186
Calamos Advisors
Illinois
$231M -$34M -566,014 -13%
Alkeon Capital Management
187
Alkeon Capital Management
New York
$231M -$42.5M -707,258 -16%
CCMH
188
Cornerstone Capital Management Holdings
New York
$228M -$5.93M -98,537 -3%
ECU
189
Egerton Capital (UK)
United Kingdom
$225M -$4.35M -72,293 -2%
AG
190
Aperio Group
California
$223M -$11M -182,371 -5%
GC
191
Guggenheim Capital
Illinois
$217M +$1.03M +17,202 +0.5%
Westfield Capital Management
192
Westfield Capital Management
Massachusetts
$215M -$63.1M -1,049,348 -23%
LCOV
193
London Company of Virginia
Virginia
$215M +$27.3M +453,351 +15%
AIG
194
American International Group
New York
$213M -$3.53M -58,636 -2%
ROIC
195
Route One Investment Company
California
$211M
CCI
196
Columbus Circle Investors
$210M +$42.9M +713,844 +27%
SOMRS
197
State of Michigan Retirement System
Michigan
$205M -$24.2M -401,752 -11%
DnB Asset Management
198
DnB Asset Management
Norway
$204M +$15.7M +261,146 +9%
EAM
199
Eagle Asset Management
Florida
$203M -$13.7M -227,079 -6%
VFA
200
Virtus Fund Advisers
Connecticut
$202M -$3.69M -61,318 -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.