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1,991 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 817 increasing their positions, 902 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $3.88B | Put options by funds: $2.84B

23% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 71

4% more capital invested

Capital invested by funds: $237B → $246B (+$9.01B)

0% more funds holding

Funds holding: 1,9881,991 (+3)

9% less repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 902

8% less funds holding in top 10

Funds holding in top 10: 649599 (-50)

Holders
1,991
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.2%
Holding in Top 10
599
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.7%
% of All Funds
17.21%
New
87
Increased
817
Reduced
902
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
226
Cornerstone Capital Management Holdings
New York
$116M +$1.27M +31,441 +1%
GT
227
Glenmede Trust
Pennsylvania
$115M -$689K -17,020 -0.6%
ASC
228
Atalanta Sosnoff Capital
New York
$114M -$29M -717,271 -21%
Comerica Bank
229
Comerica Bank
Texas
$113M -$29.2M -721,573 -21%
UOC
230
UBS O'Connor
Illinois
$112M +$5.71M +141,153 +6%
EPFB
231
Employees Provident Fund Board
Malaysia
$111M -$25.1M -620,856 -19%
RIM
232
RS Investment Management
California
$110M +$9.2M +227,312 +9%
T
233
Thomaspartners
Massachusetts
$110M +$23.4M +579,320 +28%
SAS
234
Sarbit Advisory Services
Manitoba, Canada
$110M +$91.8M +2,267,900 +4,775%
TSU
235
TD Securities (USA)
New York
$110M +$6.03M +148,980 +6%
SM
236
Seminole Management
New York
$109M +$28.1M +693,529 +36%
RFS
237
Rockefeller Financial Services
New York
$109M -$1.33M -32,930 -1%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$107M -$163M -4,037,500 -61%
Nisa Investment Advisors
239
Nisa Investment Advisors
Missouri
$107M -$3.45M -85,285 -3%
SIA
240
Sit Investment Associates
Minnesota
$105M +$3.97M +98,145 +4%
MSA
241
Mason Street Advisors
Wisconsin
$103M -$4.22M -104,191 -4%
IGIM
242
I.G. Investment Management
Manitoba, Canada
$103M -$6.53M -161,335 -6%
TAM
243
Tocqueville Asset Management
New York
$102M -$2.12M -52,278 -2%
SCM
244
Sterling Capital Management
North Carolina
$102M -$1.16M -28,623 -1%
NC
245
Nicholas Company
Wisconsin
$101M +$320K +7,900 +0.3%
FMI
246
Factory Mutual Insurance
Massachusetts
$99M +$12.6M +311,000 +15%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$97.7M +$2.74M +67,774 +3%
TAM
248
Tiverton Asset Management
Delaware
$95.9M
VRS
249
Virginia Retirement Systems
Virginia
$95.6M -$55.1K -1,361 -0.1%
Calamos Advisors
250
Calamos Advisors
Illinois
$94.4M +$29.2M +721,120 +47%

MSFT Hedge Fund Activity: Q2 2014 in Review

1,991 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q2 2014, worth a combined $246B — up 3.8% from $237B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MSFT positions and 71 closed out — a net gain of 16 holders — while 817 added to existing stakes and 902 trimmed.

The largest buyer was Norges Bank, adding an estimated $2.54B. The largest seller was Macquarie Group, cutting an estimated $768M.

  • 1,991 institutional investors held Microsoft (MSFT) as of Q2 2014, up from 1,988 in Q1 2014.
  • Funds reported $246B of Microsoft stock for Q2 2014, up 3.8% quarter-over-quarter.
  • 87 funds opened new Microsoft positions in Q2 2014 and 71 closed out, a net change of +16 holders.
  • The largest Microsoft buyer in Q2 2014 was Norges Bank, an estimated $2.54B added.
  • The largest Microsoft seller in Q2 2014 was Macquarie Group, an estimated $768M sold.

Based on aggregated 13F filings for Q2 2014.