Microsoft
MSFT
2,788 hedge funds and large institutions have $517B invested in Microsoft in 2018 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,053 increasing their positions, 1,407 reducing their positions, and 76 closing their positions.
97% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 76
9% more funds holding in top 10
Funds holding in top 10: 1,121 → 1,224 (+103)
6% more capital invested
Capital invested by funds: $488B → $517B (+$29.4B)
1% more funds holding
Funds holding: 2,751 → 2,788 (+37)
0.3% less ownership
Funds ownership: 73.92% → 73.62% (-0.3%)
25% less repeat investments, than reductions
Existing positions increased: 1,053 | Existing positions reduced: 1,407
30% less call options, than puts
Call options by funds: $4.8B | Put options by funds: $6.87B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.5B |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.54B |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.49B |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$870M |
| 5 |
Goldman Sachs
New York
|
+$819M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$4.2B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.36B |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.35B |
| 4 |
Bank of New York Mellon
New York
|
-$1.2B |
| 5 |
First Eagle Investment Management
New York
|
-$937M |
MSFT Hedge Fund Activity: Q1 2018 in Review
2,788 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2018, worth a combined $517B — up 6% from $488B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new MSFT positions and 76 closed out — a net gain of 74 holders — while 1,053 added to existing stakes and 1,407 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $3.5B. The largest seller was Capital World Investors, cutting an estimated $4.2B.
- 2,788 institutional investors held Microsoft (MSFT) as of Q1 2018, up from 2,751 in Q4 2017.
- Funds reported $517B of Microsoft stock for Q1 2018, up 6% quarter-over-quarter.
- 150 funds opened new Microsoft positions in Q1 2018 and 76 closed out, a net change of +74 holders.
- The largest Microsoft buyer in Q1 2018 was Fidelity Investments, an estimated $3.5B added.
- The largest Microsoft seller in Q1 2018 was Capital World Investors, an estimated $4.2B sold.
Based on aggregated 13F filings for Q1 2018.