Microsoft
MSFT
2,268 hedge funds and large institutions have $290B invested in Microsoft in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,020 increasing their positions, 980 reducing their positions, and 106 closing their positions.
17% more call options, than puts
Call options by funds: $3.43B | Put options by funds: $2.93B
4% more repeat investments, than reductions
Existing positions increased: 1,020 | Existing positions reduced: 980
0.28% less ownership
Funds ownership: 72.96% → 72.68% (-0.28%)
1% less funds holding
Funds holding: 2,301 → 2,268 (-33)
9% less capital invested
Capital invested by funds: $317B → $290B (-$27.1B)
10% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 106
16% less funds holding in top 10
Funds holding in top 10: 873 → 734 (-139)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$620M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$568M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$435M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$351M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
+$293M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.54B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$493M |
| 3 |
State Street
Boston,
Massachusetts
|
-$459M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$440M |
| 5 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$435M |
MSFT Hedge Fund Activity: Q2 2016 in Review
2,268 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2016, worth a combined $290B — down 8.5% from $317B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of MSFT and 95 opened new positions — a net loss of 11 holders — while 980 trimmed existing stakes and 1,020 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $620M. The largest seller was Fidelity Investments, cutting an estimated $1.54B.
- 2,268 institutional investors held Microsoft (MSFT) as of Q2 2016, down from 2,301 in Q1 2016.
- Funds reported $290B of Microsoft stock for Q2 2016, down 8.5% quarter-over-quarter.
- 95 funds opened new Microsoft positions in Q2 2016 and 106 closed out, a net change of -11 holders.
- The largest Microsoft buyer in Q2 2016 was Janus Henderson Investors US, an estimated $620M added.
- The largest Microsoft seller in Q2 2016 was Fidelity Investments, an estimated $1.54B sold.
Based on aggregated 13F filings for Q2 2016.