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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
RFC
301
Regions Financial Corp
Alabama
$73.1M -$812K -20,051 -1%
BAMF
302
BI Asset Management Fondsmaeglerselskab
Denmark
$73M +$2.19M +54,100 +3%
KCM
303
Kornitzer Capital Management
Kansas
$72.1M -$931K -23,000 -1%
HighTower Advisors
304
HighTower Advisors
Illinois
$71.5M +$8.9M +219,866 +15%
PHS
305
PFM Health Sciences
California
$71.3M +$69.2M +1,709,353 New
Luther King Capital Management (LKCM)
306
Luther King Capital Management (LKCM)
Texas
$71.1M +$381K +9,402 +0.6%
MWR
307
McAdams Wright Ragen
Washington
$70.5M +$3.41M +84,184 +5%
AIMCA
308
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$70.3M +$992K +24,500 +1%
TU
309
TDAM USA
Ontario, Canada
$70.2M -$572K -14,135 -0.8%
LCOV
310
London Company of Virginia
Virginia
$69.7M +$5.66M +139,811 +9%
GA
311
Greenhaven Associates
New York
$68.5M -$3.55M -87,700 -5%
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$68.3M -$72.8K -1,800 -0.1%
CC
313
Curian Capital
Colorado
$68M +$810K +20,012 +1%
SAM
314
Shell Asset Management
Netherlands
$67.5M +$2.21M +54,512 +3%
TP
315
Theleme Partners
United Kingdom
$67.4M +$42.4M +1,047,000 +184%
AACR
316
ACR Alpine Capital Research
Missouri
$67.1M +$3.34M +82,473 +5%
Jacobs Levy Equity Management
317
Jacobs Levy Equity Management
New Jersey
$66.9M -$2.24M -55,350 -3%
FQ
318
First Quadrant
California
$66.8M -$9.92M -245,000 -13%
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$66.3M -$888K -21,938 -1%
CB
320
Cooke & Bieler
Pennsylvania
$66.2M -$2.48M -61,155 -4%
GH
321
GAM Holding
Switzerland
$66M +$443K +10,934 +0.7%
CEP
322
Chicago Equity Partners
Illinois
$65.5M +$1.03M +25,425 +2%
IIM
323
Ivory Investment Management
New York
$65.4M +$56.9M +1,406,342 +866%
CB
324
Commerce Bank
Missouri
$65.1M +$258K +6,387 +0.4%
William Blair & Company
325
William Blair & Company
Illinois
$64.9M +$1.67M +41,229 +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.