Microsoft
MSFT
3,093 hedge funds and large institutions have $572B invested in Microsoft in 2018 Q4 according to their latest regulatory filings, with 365 funds opening new positions, 1,207 increasing their positions, 1,330 reducing their positions, and 94 closing their positions.
288% more first-time investments, than exits
New positions opened: 365 | Existing positions closed: 94
9% more funds holding
Funds holding: 2,849 → 3,093 (+244)
6% more funds holding in top 10
Funds holding in top 10: 1,379 → 1,464 (+85)
0.09% more ownership
Funds ownership: 73.28% → 73.37% (+0.09%)
9% less repeat investments, than reductions
Existing positions increased: 1,207 | Existing positions reduced: 1,330
11% less capital invested
Capital invested by funds: $644B → $572B (-$71.6B)
17% less call options, than puts
Call options by funds: $5.99B | Put options by funds: $7.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.7B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.36B |
| 3 |
TCI Fund Management
London,
United Kingdom
|
+$922M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$761M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$667M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$928M |
| 2 |
Gates Foundation Trust
Kirkland,
Washington
|
-$857M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$705M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$675M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$603M |
MSFT Hedge Fund Activity: Q4 2018 in Review
3,093 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q4 2018, worth a combined $572B — down 11% from $644B a quarter earlier.
Buyers outnumbered sellers: 365 funds opened new MSFT positions and 94 closed out — a net gain of 271 holders — while 1,207 added to existing stakes and 1,330 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.7B. The largest seller was Deutsche Bank, cutting an estimated $928M.
- 3,093 institutional investors held Microsoft (MSFT) as of Q4 2018, up from 2,849 in Q3 2018.
- Funds reported $572B of Microsoft stock for Q4 2018, down 11% quarter-over-quarter.
- 365 funds opened new Microsoft positions in Q4 2018 and 94 closed out, a net change of +271 holders.
- The largest Microsoft buyer in Q4 2018 was Vanguard Group, an estimated $2.7B added.
- The largest Microsoft seller in Q4 2018 was Deutsche Bank, an estimated $928M sold.
Based on aggregated 13F filings for Q4 2018.