Microsoft
MSFT
1,959 hedge funds and large institutions have $216B invested in Microsoft in 2013 Q4 according to their latest regulatory filings, with 248 funds opening new positions, 695 increasing their positions, 861 reducing their positions, and 63 closing their positions.
294% more first-time investments, than exits
New positions opened: 248 | Existing positions closed: 63
21% more call options, than puts
Call options by funds: $4.81B | Put options by funds: $3.98B
12% more capital invested
Capital invested by funds: $192B → $216B (+$23.9B)
12% more funds holding in top 10
Funds holding in top 10: 487 → 545 (+58)
9% more funds holding
Funds holding: 1,794 → 1,959 (+165)
0.61% more ownership
Funds ownership: 68.97% → 69.58% (+0.61%)
19% less repeat investments, than reductions
Existing positions increased: 695 | Existing positions reduced: 861
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.55B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$1.27B |
| 3 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$925M |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$847M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$742M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.44B |
| 2 |
O
OppenheimerFunds
New York
|
-$1.13B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$623M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$545M |
| 5 |
SFM
Soros Fund Management
New York
|
-$364M |
MSFT Hedge Fund Activity: Q4 2013 in Review
1,959 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2013, worth a combined $216B — up 12% from $192B a quarter earlier.
Buyers outnumbered sellers: 248 funds opened new MSFT positions and 63 closed out — a net gain of 185 holders — while 695 added to existing stakes and 861 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.55B. The largest seller was Capital Research Global Investors, cutting an estimated $2.44B.
- 1,959 institutional investors held Microsoft (MSFT) as of Q4 2013, up from 1,794 in Q3 2013.
- Funds reported $216B of Microsoft stock for Q4 2013, up 12% quarter-over-quarter.
- 248 funds opened new Microsoft positions in Q4 2013 and 63 closed out, a net change of +185 holders.
- The largest Microsoft buyer in Q4 2013 was Fidelity Investments, an estimated $1.55B added.
- The largest Microsoft seller in Q4 2013 was Capital Research Global Investors, an estimated $2.44B sold.
Based on aggregated 13F filings for Q4 2013.