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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$32.6B +$680M +11,304,390 +2%
Capital World Investors
2
Capital World Investors
California
$20.5B +$191M +3,179,085 +1%
State Street
3
State Street
Massachusetts
$19.6B +$527M +8,757,128 +3%
BIT
4
BlackRock Institutional Trust
California
$13B +$191M +3,181,542 +2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$11.8B +$719M +11,952,910 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$11B +$1.06B +17,606,133 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.44B -$86.1M -1,430,749 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$7.63B +$198M +3,297,133 +3%
BFA
9
BlackRock Fund Advisors
California
$7.03B +$507M +8,428,473 +8%
JP Morgan Chase
10
JP Morgan Chase
New York
$5.75B -$367M -6,105,455 -6%
Northern Trust
11
Northern Trust
Illinois
$5.73B -$118M -1,961,953 -2%
Franklin Resources
12
Franklin Resources
California
$5.45B -$313M -5,210,049 -6%
Invesco
13
Invesco
Georgia
$5.36B -$26.6M -442,242 -0.5%
Bank of America
14
Bank of America
North Carolina
$5.28B +$581M +9,653,410 +13%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.62B +$177M +2,946,221 +4%
Norges Bank
16
Norges Bank
Norway
$4.33B +$64.1M +1,066,380 +2%
BG
17
BlackRock Group
United Kingdom
$4.09B +$46.4M +770,795 +1%
Morgan Stanley
18
Morgan Stanley
New York
$4.01B -$19.3M -320,104 -0.5%
Wells Fargo
19
Wells Fargo
California
$3.93B -$109M -1,808,639 -3%
Ameriprise
20
Ameriprise
Minnesota
$3.55B +$109M +1,817,264 +3%
Primecap Management
21
Primecap Management
California
$3.33B -$177M -2,942,870 -5%
TCIM
22
TIAA CREF Investment Management
New York
$3.16B +$93.2M +1,548,836 +3%
JHIU
23
Janus Henderson Investors US
Colorado
$3.06B +$256M +4,250,705 +9%
Dodge & Cox
24
Dodge & Cox
California
$2.66B -$100M -1,666,685 -4%
VH
25
ValueAct Holdings
California
$2.4B +$109K +1,819 +0%

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.