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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
SL
451
Summitry LLC
California
$30.1M +$696K +17,191 +2%
AIM
452
Assured Investment Management
New York
$30.1M +$1.55M +38,359 +6%
EWM
453
Evercore Wealth Management
New York
$29.9M +$2.34M +57,732 +9%
HTC
454
Haverford Trust Company
Pennsylvania
$29.8M +$99.6K +2,462 +0.3%
PNC
455
Park National Corp
Ohio
$29.8M -$542K -13,402 -2%
VFAM
456
Valley Forge Asset Management
Pennsylvania
$29.6M +$1.27M +31,399 +5%
JFL
457
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.3M +$2.31M +57,003 +9%
PIM
458
Perkins Investment Management
Illinois
$29.1M +$683K +16,874 +2%
AAM
459
Advisors Asset Management
Colorado
$29M -$1.34M -33,125 -5%
DC
460
Deere & Company
Illinois
$28.6M +$312K +7,697 +1%
CI
461
Conning Inc
Connecticut
$28.5M +$1.09M +27,044 +4%
CSIC
462
Clifford Swan Investment Counsel
California
$28.4M -$2.04M -50,380 -7%
GAI
463
General American Investors
New York
$28.4M
TH
464
TCTC Holdings
Texas
$28.3M -$32.4K -800 -0.1%
ANI
465
American National Insurance
Texas
$28.3M -$235K -5,807 -0.8%
MI
466
Markston International
New York
$27.9M -$158K -3,900 -0.6%
MAA
467
Matrix Asset Advisors
New York
$27.9M -$1.04M -25,685 -4%
SAM
468
Securian Asset Management
Minnesota
$27.9M -$153K -3,781 -0.6%
WI
469
Wafra Inc
New York
$27.8M +$2.76M +68,100 +11%
SCA
470
STALEY CAPITAL ADVISERS
Pennsylvania
$27.7M -$169K -4,168 -0.6%
ABC
471
Associated Banc-Corp
Wisconsin
$27.6M -$10.6K -262 -0%
MCI
472
McDonald Capital Investors
California
$27.4M -$99K -2,445 -0.4%
CTB
473
Country Trust Bank
Illinois
$27.3M +$26.5M +654,277 New
ACA
474
Anchor Capital Advisors
Massachusetts
$27.2M -$766K -18,925 -3%
NPIT
475
National Penn Investors Trust
Pennsylvania
$27.1M -$245K -6,049 -0.9%

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.