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Microsoft

2,427 hedge funds and large institutions have $355B invested in Microsoft in 2016 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 920 increasing their positions, 1,073 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more first-time investments, than exits

New positions opened: 251 | Existing positions closed: 63

73.47% more ownership

Funds ownership: 0%73.47% (+73%)

15% more call options, than puts

Call options by funds: $4.64B | Put options by funds: $4.05B

10% more funds holding in top 10

Funds holding in top 10: 849933 (+84)

9% more capital invested

Capital invested by funds: $326B → $355B (+$28.9B)

7% more funds holding

Funds holding: 2,2752,427 (+152)

14% less repeat investments, than reductions

Existing positions increased: 920 | Existing positions reduced: 1,073

Holders
2,427
Holders Change
+152
Holders Change %
+6.68%
% of All Funds
60.55%
Holding in Top 10
933
Holding in Top 10 Change
+84
Holding in Top 10 Change %
+9.89%
% of All Funds
23.28%
New
251
Increased
920
Reduced
1,073
Closed
63
Calls
$4.64B
Puts
$4.05B
Net Calls
+$590M
Net Calls Change
+$308M

MSFT Hedge Fund Activity: Q4 2016 in Review

2,427 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2016, worth a combined $355B — up 8.9% from $326B a quarter earlier.

Buyers outnumbered sellers: 251 funds opened new MSFT positions and 63 closed out — a net gain of 188 holders — while 920 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.

  • 2,427 institutional investors held Microsoft (MSFT) as of Q4 2016, up from 2,275 in Q3 2016.
  • Funds reported $355B of Microsoft stock for Q4 2016, up 8.9% quarter-over-quarter.
  • 251 funds opened new Microsoft positions in Q4 2016 and 63 closed out, a net change of +188 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.