Microsoft
MSFT
2,274 hedge funds and large institutions have $322B invested in Microsoft in 2015 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 823 increasing their positions, 1,030 reducing their positions, and 46 closing their positions.
459% more first-time investments, than exits
New positions opened: 257 | Existing positions closed: 46
38% more call options, than puts
Call options by funds: $5.99B | Put options by funds: $4.34B
34% more funds holding in top 10
Funds holding in top 10: 685 → 916 (+231)
26% more capital invested
Capital invested by funds: $256B → $322B (+$65.5B)
9% more funds holding
Funds holding: 2,093 → 2,274 (+181)
0.73% more ownership
Funds ownership: 72.52% → 73.25% (+0.73%)
20% less repeat investments, than reductions
Existing positions increased: 823 | Existing positions reduced: 1,030
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.36B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.09B |
| 3 |
Jennison Associates
New York
|
+$941M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$748M |
| 5 |
Morgan Stanley
New York
|
+$491M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.03B |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$981M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$835M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$572M |
| 5 |
Bank of New York Mellon
New York
|
-$537M |
MSFT Hedge Fund Activity: Q4 2015 in Review
2,274 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2015, worth a combined $322B — up 26% from $256B a quarter earlier.
Buyers outnumbered sellers: 257 funds opened new MSFT positions and 46 closed out — a net gain of 211 holders — while 823 added to existing stakes and 1,030 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.36B. The largest seller was Goldman Sachs, cutting an estimated $1.03B.
- 2,274 institutional investors held Microsoft (MSFT) as of Q4 2015, up from 2,093 in Q3 2015.
- Funds reported $322B of Microsoft stock for Q4 2015, up 26% quarter-over-quarter.
- 257 funds opened new Microsoft positions in Q4 2015 and 46 closed out, a net change of +211 holders.
- The largest Microsoft buyer in Q4 2015 was Fidelity Investments, an estimated $1.36B added.
- The largest Microsoft seller in Q4 2015 was Goldman Sachs, an estimated $1.03B sold.
Based on aggregated 13F filings for Q4 2015.