Microsoft
MSFT
2,430 hedge funds and large institutions have $375B invested in Microsoft in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 949 increasing their positions, 1,179 reducing their positions, and 78 closing their positions.
40% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 78
11% more call options, than puts
Call options by funds: $3.82B | Put options by funds: $3.44B
5% more capital invested
Capital invested by funds: $355B → $375B (+$19.2B)
1% more funds holding in top 10
Funds holding in top 10: 932 → 943 (+11)
0% more funds holding
Funds holding: 2,426 → 2,430 (+4)
0.03% more ownership
Funds ownership: 73.57% → 73.6% (+0.03%)
20% less repeat investments, than reductions
Existing positions increased: 949 | Existing positions reduced: 1,179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$29B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$872M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$529M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$520M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$456M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$1B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$958M |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$945M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$796M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$652M |
MSFT Hedge Fund Activity: Q1 2017 in Review
2,430 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2017, worth a combined $375B — up 5.4% from $355B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new MSFT positions and 78 closed out — a net gain of 31 holders — while 949 added to existing stakes and 1,179 trimmed.
The largest buyer was BlackRock, adding an estimated $29B. The largest seller was ValueAct Holdings, cutting an estimated $1B.
- 2,430 institutional investors held Microsoft (MSFT) as of Q1 2017, up from 2,426 in Q4 2016.
- Funds reported $375B of Microsoft stock for Q1 2017, up 5.4% quarter-over-quarter.
- 109 funds opened new Microsoft positions in Q1 2017 and 78 closed out, a net change of +31 holders.
- The largest Microsoft buyer in Q1 2017 was BlackRock, an estimated $29B added.
- The largest Microsoft seller in Q1 2017 was ValueAct Holdings, an estimated $1B sold.
Based on aggregated 13F filings for Q1 2017.