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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
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.7B +$5.96M +147,182 +0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B -$182M -4,491,590 -10%
Bank of America
28
Bank of America
North Carolina
$1.65B +$221M +5,456,131 +16%
Allianz Asset Management
29
Allianz Asset Management
Germany
$1.61B -$52.4M -1,295,077 -3%
Wells Fargo
30
Wells Fargo
California
$1.58B +$10.2M +250,969 +0.7%
JHIU
31
Janus Henderson Investors US
Colorado
$1.56B +$217M +5,355,731 +17%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$1.49B +$64M +1,580,818 +5%
Eagle Capital Management (New York)
33
Eagle Capital Management (New York)
New York
$1.38B -$1.99M -49,120 -0.1%
YAM
34
Yacktman Asset Management
Texas
$1.37B +$1.34K +33 +0%
Legal & General Group
35
Legal & General Group
United Kingdom
$1.36B -$36.7M -906,457 -3%
UBS AM
36
UBS AM
Illinois
$1.28B +$104M +2,571,676 +9%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$1.23B -$36.6M -903,447 -3%
AllianceBernstein
38
AllianceBernstein
Tennessee
$1.16B +$27.2M +672,963 +2%
JSP
39
Jackson Square Partners
California
$1.15B +$1.12B +27,638,521 New
MAM
40
Magellan Asset Management
Australia
$1.14B +$27.2M +670,913 +3%
LPC
41
Lone Pine Capital
Connecticut
$1.1B -$69.5M -1,717,684 -6%
PP
42
Prudential plc
United Kingdom
$1.08B -$67.9M -1,677,655 -6%
U
43
UBS
Switzerland
$1.07B +$9.57M +236,347 +0.9%
BA
44
BlackRock Advisors
Delaware
$1.05B -$11.2M -277,717 -1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$1.03B -$15.3M -377,036 -1%
BIM
46
BlackRock Investment Management
Delaware
$1.03B -$4.03M -99,621 -0.4%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.01B -$38.5M -951,800 -4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$1B +$26.5M +654,194 +3%
BBHC
49
Brown Brothers Harriman & Co
New York
$998M +$2.96M +73,146 +0.3%
Capital International Investors
50
Capital International Investors
California
$968M +$62.6M +1,546,950 +7%

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.