Microsoft
MSFT
2,100 hedge funds and large institutions have $237B invested in Microsoft in 2015 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 931 increasing their positions, 900 reducing their positions, and 124 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 931 | Existing positions reduced: 900
0.28% more ownership
Funds ownership: 71.79% → 72.07% (+0.28%)
6% less call options, than puts
Call options by funds: $3.02B | Put options by funds: $3.23B
2% less funds holding
Funds holding: 2,151 → 2,100 (-51)
13% less capital invested
Capital invested by funds: $274B → $237B (-$36.3B)
22% less funds holding in top 10
Funds holding in top 10: 707 → 549 (-158)
23% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 124
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.61B |
| 2 |
JP Morgan Chase
New York
|
+$718M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$627M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$573M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$552M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.36B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$763M |
| 3 |
State Street
Boston,
Massachusetts
|
-$607M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$525M |
| 5 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
-$414M |
MSFT Hedge Fund Activity: Q1 2015 in Review
2,100 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q1 2015, worth a combined $237B — down 13% from $274B a quarter earlier.
Sellers outnumbered buyers: 124 funds closed out of MSFT and 95 opened new positions — a net loss of 29 holders — while 900 trimmed existing stakes and 931 added.
The largest buyer was Vanguard Group, adding an estimated $1.61B. The largest seller was Fidelity Investments, cutting an estimated $2.36B.
- 2,100 institutional investors held Microsoft (MSFT) as of Q1 2015, down from 2,151 in Q4 2014.
- Funds reported $237B of Microsoft stock for Q1 2015, down 13% quarter-over-quarter.
- 95 funds opened new Microsoft positions in Q1 2015 and 124 closed out, a net change of -29 holders.
- The largest Microsoft buyer in Q1 2015 was Vanguard Group, an estimated $1.61B added.
- The largest Microsoft seller in Q1 2015 was Fidelity Investments, an estimated $2.36B sold.
Based on aggregated 13F filings for Q1 2015.