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2,485 hedge funds and large institutions have $427B invested in Microsoft in 2017 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 965 increasing their positions, 1,195 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 55

8% more capital invested

Capital invested by funds: $395B → $427B (+$31.4B)

4% more funds holding in top 10

Funds holding in top 10: 939978 (+39)

0% more funds holding

Funds holding: 2,4742,485 (+11)

0.12% more ownership

Funds ownership: 74.25%74.37% (+0.12%)

14% less call options, than puts

Call options by funds: $4.1B | Put options by funds: $4.77B

19% less repeat investments, than reductions

Existing positions increased: 965 | Existing positions reduced: 1,195

Holders
2,485
Holders Change
+11
Holders Change %
+0.44%
% of All Funds
61.94%
Holding in Top 10
978
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+4.15%
% of All Funds
24.38%
New
92
Increased
965
Reduced
1,195
Closed
55
Calls
$4.1B
Puts
$4.77B
Net Calls
-$675M
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
301
Cincinnati Insurance
Ohio
$106M
Connor, Clark & Lunn Investment Management (CC&L)
302
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$105M +$14.2M +194,100 +16%
CIC
303
Chilton Investment Company
Connecticut
$105M -$1.61M -22,011 -2%
HL
304
Harding Loevner
New Jersey
$105M -$1.48M -20,267 -1%
EIM
305
ExxonMobil Investment Management
Texas
$105M -$5.54M -75,788 -5%
CIBC World Market
306
CIBC World Market
Ontario, Canada
$105M +$4.8M +65,691 +5%
BMO
307
Beck Mack & Oliver
New York
$104M -$3.4M -46,607 -3%
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$104M +$1.25M +17,145 +1%
SCM
309
Sterling Capital Management
North Carolina
$104M -$980K -13,419 -1%
URS
310
Utah Retirement Systems
Utah
$103M +$117K +1,600 +0.1%
CIC
311
Crawford Investment Counsel
Georgia
$102M +$297K +4,071 +0.3%
MAM
312
Martingale Asset Management
Massachusetts
$102M -$585K -8,005 -0.6%
OAM
313
Oppenheimer Asset Management
New York
$101M -$3.57M -48,899 -3%
MSE
314
MUFG Securities EMEA
United Kingdom
$101M +$36.5M +500,000 +59%
IG
315
ING Group
Netherlands
$99.5M -$85.3M -1,167,152 -47%
AP
316
Antipodes Partners
Australia
$99.3M +$29.9M +409,051 +44%
RCAMU
317
Rothschild & Co Asset Management US
Connecticut
$98.5M -$13.5M -184,348 -12%
MAI
318
Marble Arch Investments
New York
$97.9M -$10.4M -142,500 -10%
XK
319
Xact Kapitalforvaltning
Sweden
$97.4M +$998K +13,661 +1%
FFA
320
First Foundation Advisors
California
$96.5M +$642K +8,789 +0.7%
KCM
321
Kornitzer Capital Management
Kansas
$95M -$3.17M -43,424 -3%
Pzena Investment Management
322
Pzena Investment Management
New York
$95M -$5.26M -72,035 -5%
DAC
323
Dividend Assets Capital
South Carolina
$94.7M -$68.3K -935 -0.1%
SAM
324
Sawgrass Asset Management
Florida
$94.5M -$13.3M -182,295 -13%
ZIM
325
Zacks Investment Management
Illinois
$94.4M +$744K +10,188 +0.8%

MSFT Hedge Fund Activity: Q3 2017 in Review

2,485 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2017, worth a combined $427B — up 8% from $395B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MSFT positions and 55 closed out — a net gain of 37 holders — while 965 added to existing stakes and 1,195 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.48B. The largest seller was Capital World Investors, cutting an estimated $988M.

  • 2,485 institutional investors held Microsoft (MSFT) as of Q3 2017, up from 2,474 in Q2 2017.
  • Funds reported $427B of Microsoft stock for Q3 2017, up 8% quarter-over-quarter.
  • 92 funds opened new Microsoft positions in Q3 2017 and 55 closed out, a net change of +37 holders.
  • The largest Microsoft buyer in Q3 2017 was T. Rowe Price Associates, an estimated $1.48B added.
  • The largest Microsoft seller in Q3 2017 was Capital World Investors, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2017.