Microsoft
MSFT
3,439 hedge funds and large institutions have $870B invested in Microsoft in 2019 Q4 according to their latest regulatory filings, with 421 funds opening new positions, 1,234 increasing their positions, 1,534 reducing their positions, and 65 closing their positions.
548% more first-time investments, than exits
New positions opened: 421 | Existing positions closed: 65
12% more capital invested
Capital invested by funds: $776B → $870B (+$93.9B)
10% more funds holding
Funds holding: 3,131 → 3,439 (+308)
8% more funds holding in top 10
Funds holding in top 10: 1,599 → 1,730 (+131)
0.6% less ownership
Funds ownership: 72.93% → 72.33% (-0.6%)
20% less repeat investments, than reductions
Existing positions increased: 1,234 | Existing positions reduced: 1,534
30% less call options, than puts
Call options by funds: $9.76B | Put options by funds: $13.9B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.23B |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$951M |
| 3 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$913M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$848M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$813M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.28B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$2.2B |
| 3 |
JP Morgan Chase
New York
|
-$980M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$711M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$671M |
MSFT Hedge Fund Activity: Q4 2019 in Review
3,439 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2019, worth a combined $870B — up 12% from $776B a quarter earlier.
Buyers outnumbered sellers: 421 funds opened new MSFT positions and 65 closed out — a net gain of 356 holders — while 1,234 added to existing stakes and 1,534 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.23B. The largest seller was Invesco, cutting an estimated $9.28B.
- 3,439 institutional investors held Microsoft (MSFT) as of Q4 2019, up from 3,131 in Q3 2019.
- Funds reported $870B of Microsoft stock for Q4 2019, up 12% quarter-over-quarter.
- 421 funds opened new Microsoft positions in Q4 2019 and 65 closed out, a net change of +356 holders.
- The largest Microsoft buyer in Q4 2019 was Goldman Sachs, an estimated $1.23B added.
- The largest Microsoft seller in Q4 2019 was Invesco, an estimated $9.28B sold.
Based on aggregated 13F filings for Q4 2019.