Microsoft
MSFT
2,272 hedge funds and large institutions have $322B invested in Microsoft in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 870 increasing their positions, 1,106 reducing their positions, and 64 closing their positions.
48% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 64
16% more funds holding in top 10
Funds holding in top 10: 733 → 847 (+114)
11% more capital invested
Capital invested by funds: $290B → $322B (+$32.2B)
8% more call options, than puts
Call options by funds: $3.73B | Put options by funds: $3.45B
0% more funds holding
Funds holding: 2,265 → 2,272 (+7)
21% less repeat investments, than reductions
Existing positions increased: 870 | Existing positions reduced: 1,106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.78B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$558M |
| 3 |
State Street
Boston,
Massachusetts
|
+$512M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$464M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$453M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$1.02B |
| 2 |
JP Morgan Chase
New York
|
-$524M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$423M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$419M |
| 5 |
Dodge & Cox
San Francisco,
California
|
-$397M |
MSFT Hedge Fund Activity: Q3 2016 in Review
2,272 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2016, worth a combined $322B — up 11% from $290B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new MSFT positions and 64 closed out — a net gain of 31 holders — while 870 added to existing stakes and 1,106 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.78B. The largest seller was ValueAct Holdings, cutting an estimated $1.02B.
- 2,272 institutional investors held Microsoft (MSFT) as of Q3 2016, up from 2,265 in Q2 2016.
- Funds reported $322B of Microsoft stock for Q3 2016, up 11% quarter-over-quarter.
- 95 funds opened new Microsoft positions in Q3 2016 and 64 closed out, a net change of +31 holders.
- The largest Microsoft buyer in Q3 2016 was Fidelity Investments, an estimated $1.78B added.
- The largest Microsoft seller in Q3 2016 was ValueAct Holdings, an estimated $1.02B sold.
Based on aggregated 13F filings for Q3 2016.