Microsoft
MSFT
1,988 hedge funds and large institutions have $237B invested in Microsoft in 2014 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 811 increasing their positions, 894 reducing their positions, and 74 closing their positions.
68% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 74
64% more call options, than puts
Call options by funds: $4.31B | Put options by funds: $2.63B
19% more funds holding in top 10
Funds holding in top 10: 545 → 649 (+104)
10% more capital invested
Capital invested by funds: $215B → $237B (+$21.7B)
1% more funds holding
Funds holding: 1,959 → 1,988 (+29)
9% less repeat investments, than reductions
Existing positions increased: 811 | Existing positions reduced: 894
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.1B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$959M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$310M |
| 4 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
+$273M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$272M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.21B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$862M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$543M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$466M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$449M |
MSFT Hedge Fund Activity: Q1 2014 in Review
1,988 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2014, worth a combined $237B — up 10% from $215B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new MSFT positions and 74 closed out — a net gain of 50 holders — while 811 added to existing stakes and 894 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.1B. The largest seller was State Street, cutting an estimated $1.21B.
- 1,988 institutional investors held Microsoft (MSFT) as of Q1 2014, up from 1,959 in Q4 2013.
- Funds reported $237B of Microsoft stock for Q1 2014, up 10% quarter-over-quarter.
- 124 funds opened new Microsoft positions in Q1 2014 and 74 closed out, a net change of +50 holders.
- The largest Microsoft buyer in Q1 2014 was Capital World Investors, an estimated $1.1B added.
- The largest Microsoft seller in Q1 2014 was State Street, an estimated $1.21B sold.
Based on aggregated 13F filings for Q1 2014.