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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
HNB
401
Huntington National Bank
Ohio
$40.7M -$4.01M -99,120 -9%
VIM
402
Veritas Investment Management
United Kingdom
$40.4M +$1.19M +29,489 +3%
CCM
403
Coldstream Capital Management
Washington
$40M -$69.9K -1,726 -0.2%
RI
404
RWWM Inc
California
$39.9M +$763K +18,854 +2%
Commonwealth Equity Services
405
Commonwealth Equity Services
Massachusetts
$39.9M +$1.26M +31,157 +3%
CNB
406
City National Bank
California
$39.8M +$15.4M +379,419 +66%
HHAA
407
Henry H. Armstrong Associates
Pennsylvania
$39.8M +$220K +5,433 +0.6%
TCA
408
Taconic Capital Advisors
New York
$39.6M -$4.05M -100,000 -10%
WRCM
409
Whale Rock Capital Management
Massachusetts
$39.4M +$4.31M +106,459 +13%
BC
410
Bartlett & Co
Ohio
$38.9M -$571K -14,110 -1%
CAM
411
Capstone Asset Management
Texas
$38.7M -$5.59M -138,168 -13%
CFC
412
Cincinnati Financial Corp
Ohio
$38.6M
Zurich Cantonal Bank
413
Zurich Cantonal Bank
Switzerland
$38.4M +$1.82M +45,048 +5%
BFS
414
Bradley Foster & Sargent
Connecticut
$38.1M +$9.18M +226,722 +33%
STMM
415
South Texas Money Management
Texas
$36.9M +$214K +5,296 +0.6%
JIC
416
Johnson Investment Counsel
Ohio
$36.6M -$97.9K -2,418 -0.3%
ZIM
417
Zacks Investment Management
Illinois
$36.5M +$1.14M +28,106 +3%
WT
418
Wilmington Trust
Delaware
$36.4M +$1.01M +25,057 +3%
SFM
419
Stack Financial Management
Montana
$36.3M +$312K +7,720 +0.9%
FT
420
Fiduciary Trust
Massachusetts
$36.3M -$533K -13,168 -1%
JCM
421
Janney Capital Management
Pennsylvania
$36.1M +$2.07M +51,163 +6%
MOACM
422
Mutual of America Capital Management
New York
$36.1M -$1M -24,740 -3%
MNA
423
Manning & Napier Advisors
New York
$36M +$706K +17,453 +2%
B
424
Baird
Wisconsin
$34.7M -$4.74M -117,136 -12%
MHC
425
Meyer Handelman Company
New York
$34.5M -$64.8K -1,600 -0.2%

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.