Microsoft
MSFT
2,001 hedge funds and large institutions have $273B invested in Microsoft in 2014 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 752 increasing their positions, 982 reducing their positions, and 60 closing their positions.
45% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 60
20% more funds holding in top 10
Funds holding in top 10: 599 → 720 (+121)
11% more capital invested
Capital invested by funds: $245B → $273B (+$27.7B)
0% more funds holding
Funds holding: 1,992 → 2,001 (+9)
0.01% more ownership
Funds ownership: 71.31% → 71.31% (+0.01%)
5% less call options, than puts
Call options by funds: $3.37B | Put options by funds: $3.55B
23% less repeat investments, than reductions
Existing positions increased: 752 | Existing positions reduced: 982
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.12B |
| 2 |
State Street
Boston,
Massachusetts
|
+$1.03B |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$984M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$620M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$477M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$2.79B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.94B |
| 3 |
Invesco
Atlanta,
Georgia
|
-$401M |
| 4 |
Goldman Sachs
New York
|
-$349M |
| 5 |
N
Natixis
Paris,
France
|
-$297M |
MSFT Hedge Fund Activity: Q3 2014 in Review
2,001 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2014, worth a combined $273B — up 11% from $245B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new MSFT positions and 60 closed out — a net gain of 27 holders — while 752 added to existing stakes and 982 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.12B. The largest seller was Norges Bank, cutting an estimated $2.79B.
- 2,001 institutional investors held Microsoft (MSFT) as of Q3 2014, up from 1,992 in Q2 2014.
- Funds reported $273B of Microsoft stock for Q3 2014, up 11% quarter-over-quarter.
- 87 funds opened new Microsoft positions in Q3 2014 and 60 closed out, a net change of +27 holders.
- The largest Microsoft buyer in Q3 2014 was Vanguard Group, an estimated $1.12B added.
- The largest Microsoft seller in Q3 2014 was Norges Bank, an estimated $2.79B sold.
Based on aggregated 13F filings for Q3 2014.