Microsoft
MSFT
2,150 hedge funds and large institutions have $288B invested in Microsoft in 2014 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 815 increasing their positions, 926 reducing their positions, and 56 closing their positions.
304% more first-time investments, than exits
New positions opened: 226 | Existing positions closed: 56
8% more funds holding
Funds holding: 2,000 → 2,150 (+150)
6% more capital invested
Capital invested by funds: $272B → $288B (+$16.1B)
2% less funds holding in top 10
Funds holding in top 10: 720 → 707 (-13)
12% less repeat investments, than reductions
Existing positions increased: 815 | Existing positions reduced: 926
34% less call options, than puts
Call options by funds: $2.29B | Put options by funds: $3.45B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$734M |
| 2 |
State Street
Boston,
Massachusetts
|
+$572M |
| 3 |
Coatue Management
New York
|
+$472M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$450M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$342M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$871M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$793M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$559M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$402M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$401M |
MSFT Hedge Fund Activity: Q4 2014 in Review
2,150 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2014, worth a combined $288B — up 5.9% from $272B a quarter earlier.
Buyers outnumbered sellers: 226 funds opened new MSFT positions and 56 closed out — a net gain of 170 holders — while 815 added to existing stakes and 926 trimmed.
The largest buyer was Vanguard Group, adding an estimated $734M. The largest seller was Capital Research Global Investors, cutting an estimated $871M.
- 2,150 institutional investors held Microsoft (MSFT) as of Q4 2014, up from 2,000 in Q3 2014.
- Funds reported $288B of Microsoft stock for Q4 2014, up 5.9% quarter-over-quarter.
- 226 funds opened new Microsoft positions in Q4 2014 and 56 closed out, a net change of +170 holders.
- The largest Microsoft buyer in Q4 2014 was Vanguard Group, an estimated $734M added.
- The largest Microsoft seller in Q4 2014 was Capital Research Global Investors, an estimated $871M sold.
Based on aggregated 13F filings for Q4 2014.