Microsoft
MSFT
2,266 hedge funds and large institutions have $290B invested in Microsoft in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,020 increasing their positions, 978 reducing their positions, and 106 closing their positions.
17% more call options, than puts
Call options by funds: $3.43B | Put options by funds: $2.93B
4% more repeat investments, than reductions
Existing positions increased: 1,020 | Existing positions reduced: 978
1% less funds holding
Funds holding: 2,299 → 2,266 (-33)
7% less capital invested
Capital invested by funds: $313B → $290B (-$22.5B)
10% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 106
16% less funds holding in top 10
Funds holding in top 10: 871 → 733 (-138)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$620M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$568M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$435M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$351M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$328M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$5.2B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.54B |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$493M |
| 4 |
State Street
Boston,
Massachusetts
|
-$459M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$440M |
MSFT Hedge Fund Activity: Q2 2016 in Review
2,266 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2016, worth a combined $290B — down 7.2% from $313B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of MSFT and 95 opened new positions — a net loss of 11 holders — while 978 trimmed existing stakes and 1,020 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $620M. The largest seller was Royal London Asset Management, cutting an estimated $5.2B.
- 2,266 institutional investors held Microsoft (MSFT) as of Q2 2016, down from 2,299 in Q1 2016.
- Funds reported $290B of Microsoft stock for Q2 2016, down 7.2% quarter-over-quarter.
- 95 funds opened new Microsoft positions in Q2 2016 and 106 closed out, a net change of -11 holders.
- The largest Microsoft buyer in Q2 2016 was Janus Henderson Investors US, an estimated $620M added.
- The largest Microsoft seller in Q2 2016 was Royal London Asset Management, an estimated $5.2B sold.
Based on aggregated 13F filings for Q2 2016.