Microsoft
MSFT
2,751 hedge funds and large institutions have $488B invested in Microsoft in 2017 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 952 increasing their positions, 1,271 reducing their positions, and 49 closing their positions.
600% more first-time investments, than exits
New positions opened: 343 | Existing positions closed: 49
15% more funds holding in top 10
Funds holding in top 10: 978 → 1,121 (+143)
14% more capital invested
Capital invested by funds: $427B → $488B (+$60.9B)
11% more funds holding
Funds holding: 2,485 → 2,751 (+266)
0.46% less ownership
Funds ownership: 74.37% → 73.92% (-0.46%)
25% less repeat investments, than reductions
Existing positions increased: 952 | Existing positions reduced: 1,271
35% less call options, than puts
Call options by funds: $4.65B | Put options by funds: $7.11B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$999M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$818M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$746M |
| 4 |
TCI Fund Management
London,
United Kingdom
|
+$662M |
| 5 |
Barclays
London,
United Kingdom
|
+$433M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$1.45B |
| 2 |
Credit Agricole
Montrouge Cedex,
France
|
-$739M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$728M |
| 4 |
Gates Foundation Trust
Kirkland,
Washington
|
-$656M |
| 5 |
Bank of New York Mellon
New York
|
-$514M |
MSFT Hedge Fund Activity: Q4 2017 in Review
2,751 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2017, worth a combined $488B — up 14% from $427B a quarter earlier.
Buyers outnumbered sellers: 343 funds opened new MSFT positions and 49 closed out — a net gain of 294 holders — while 952 added to existing stakes and 1,271 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $999M. The largest seller was Capital World Investors, cutting an estimated $1.45B.
- 2,751 institutional investors held Microsoft (MSFT) as of Q4 2017, up from 2,485 in Q3 2017.
- Funds reported $488B of Microsoft stock for Q4 2017, up 14% quarter-over-quarter.
- 343 funds opened new Microsoft positions in Q4 2017 and 49 closed out, a net change of +294 holders.
- The largest Microsoft buyer in Q4 2017 was Fidelity Investments, an estimated $999M added.
- The largest Microsoft seller in Q4 2017 was Capital World Investors, an estimated $1.45B sold.
Based on aggregated 13F filings for Q4 2017.