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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
STC
351
SEI Trust Company
Pennsylvania
$56.2M +$8.88M +219,433 +19%
FIM
352
Foresters Investment Management
New York
$56.2M -$9.31M -230,100 -15%
CBOA
353
Commonwealth Bank of Australia
Australia
$56M -$141M -3,473,383 -72%
Asset Management One
354
Asset Management One
Japan
$54M +$1.71M +42,295 +3%
MME
355
Meag Munich Ergo
Germany
$52.7M +$11.5M +283,568 +29%
TRSOTSOK
356
Teachers Retirement System of the State of Kentucky
Kentucky
$52.3M +$1.37M +33,960 +3%
LCS
357
Levin Capital Strategies
New York
$52M -$12.4M -305,891 -20%
LS
358
Livforsakringsbolaget Skandia
Sweden
$51.9M
RIG
359
Roosevelt Investment Group
New York
$51.4M +$47.6M +1,175,343 +2,013%
DCLA
360
Douglas C. Lane & Associates
New York
$51.2M +$79.2K +1,956 +0.2%
CI
361
Cincinnati Insurance
Ohio
$51.1M
ST
362
Spot Trading
Illinois
$50.9M -$21.9M -542,168 -31%
ACPU
363
Arrowgrass Capital Partners (US)
Delaware
$50.6M +$49.1M +1,213,212 New
GF
364
Gabelli Funds
New York
$50.1M +$1.82M +45,000 +4%
AC
365
Avenir Corporation
Virginia
$49.8M -$17.8K -439 -0%
CC
366
Colrain Capital
Massachusetts
$49.1M -$2.31M -57,091 -5%
DILH
367
Dai-ichi Life Holdings
Japan
$48.6M -$2.61M -64,590 -5%
MAM
368
Martingale Asset Management
Massachusetts
$48.3M -$987K -24,398 -2%
DCM
369
Dupont Capital Management
Delaware
$47.7M -$361K -8,927 -0.8%
GBCP
370
Glade Brook Capital Partners
Connecticut
$46.9M +$16.8M +415,033 +58%
WHG
371
Westwood Holdings Group
Texas
$45.8M +$4.85M +119,800 +12%
DL
372
Delta Lloyd
Netherlands
$45.7M +$12.9M +319,556 +41%
PI
373
Placemark Investments
Illinois
$45.3M +$4.49M +111,009 +11%
HPC
374
HM Payson & Co
Maine
$45M +$154K +3,805 +0.4%
SMDAM
375
Sumitomo Mitsui DS Asset Management
Japan
$44.5M -$3.79M -93,583 -8%

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.