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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
HI
276
HBK Investments
Texas
$83.4M +$80.9M +2,000,000 New
PIM
277
Profit Investment Management
Maryland
$82.8M -$4.71M -116,430 -6%
ROIC
278
Route One Investment Company
California
$81.9M +$16.2M +400,000 +26%
Coatue Management
279
Coatue Management
New York
$81.2M +$78.8M +1,947,663 New
VNIM
280
Vaughan Nelson Investment Management
Texas
$81.2M +$1.37M +33,750 +2%
WIM
281
Waverton Investment Management
United Kingdom
$81.1M -$13M -320,579 -14%
HCM
282
Huber Capital Management
California
$80.7M -$4.47M -110,400 -5%
PC
283
Polar Capital
United Kingdom
$80.5M -$17.1M -422,311 -18%
EIM
284
ExxonMobil Investment Management
Texas
$79.8M -$2.66M -65,759 -3%
HI
285
Honeywell International
North Carolina
$79.3M +$4.05M +100,000 +6%
SC
286
Stralem & Co
New York
$78.9M -$12.1M -297,834 -14%
BMO
287
Beck Mack & Oliver
New York
$78.8M +$2.24M +55,250 +3%
SC
288
SRB Corp
Massachusetts
$78.6M
TCM
289
Tetrem Capital Management
Manitoba, Canada
$78.4M +$608K +15,030 +0.9%
WBC
290
Westpac Banking Corp
Australia
$78.4M -$28.9M -714,860 -28%
Royal London Asset Management
291
Royal London Asset Management
United Kingdom
$77.8M +$2.78M +68,784 +4%
CAM
292
ClariVest Asset Management
California
$77.6M +$1.54M +38,091 +2%
VFA
293
Virtus Fund Advisers
Connecticut
$77.5M +$75.2M +1,859,158 New
CIC
294
Crawford Investment Counsel
Georgia
$76.7M -$2.61M -64,442 -3%
WIM
295
Weitz Investment Management
Nebraska
$76.4M +$978K +24,169 +1%
SAM
296
Sentinel Asset Management
Vermont
$75.2M +$7.14M +176,450 +11%
BTW
297
Boston Trust Walden
Massachusetts
$74.5M +$1.45M +35,880 +2%
SCP
298
Seizert Capital Partners
Michigan
$73.9M +$13M +322,382 +22%
WG
299
Winton Group
United Kingdom
$73.8M +$71.6M +1,769,734 New
CGT
300
Capital Guardian Trust
California
$73.2M +$2.33M +57,649 +3%

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.