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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
ZIC
476
ZWJ Investment Counsel
Georgia
$26.4M +$26.1K +646 +0.1%
PA
477
Profund Advisors
Maryland
$26.3M -$2.16M -53,344 -8%
ADEF
478
Adams Diversified Equity Fund
Maryland
$25.8M
DIA
479
Denver Investment Advisors
Colorado
$25.8M +$8.11M +200,409 +48%
SCM
480
Summit Capital Management
Washington
$25.8M -$384K -9,500 -2%
B
481
Barings
North Carolina
$25.7M -$1.36M -33,600 -5%
ST
482
Sabal Trust
Florida
$25.6M +$86K +2,124 +0.3%
WP
483
WMS Partners
Maryland
$25.4M -$15.1K -374 -0.1%
GWM
484
Greenwich Wealth Management
Connecticut
$25.3M -$2.02K -50 -0%
CS
485
Cannell & Spears
New York
$25.2M -$9.7M -239,763 -28%
GCM
486
Grandmaster Capital Management
California
$25.2M +$3.68M +90,807 +18%
LI
487
LMCG Investments
Massachusetts
$25.2M -$1.42M -35,076 -5%
WB
488
WesBanco Bank
West Virginia
$25.1M +$111K +2,738 +0.5%
CC
489
Chubb Corp
New Jersey
$25M
FP
490
Foundry Partners
Minnesota
$25M +$11.7M +290,245 +94%
AI
491
Analytic Investors
California
$24.9M -$6.78M -167,554 -22%
WIC
492
Willis Investment Counsel
Georgia
$24.8M -$1.73M -42,825 -7%
TCM
493
Tradewinds Capital Management
Washington
$24.8M -$993K -24,546 -4%
CT
494
Cambridge Trust
Massachusetts
$24.7M +$381K +9,417 +2%
LSERS
495
Louisiana State Employees Retirement System
Louisiana
$24.6M -$360K -8,900 -1%
WSFS
496
Wilmington Savings Fund Society
Delaware
$24.6M -$5.34K -132 -0%
HCM
497
Howland Capital Management
Massachusetts
$24.5M +$671K +16,580 +3%
BHIA
498
Birch Hill Investment Advisors
Massachusetts
$24.5M -$1.04M -25,783 -4%
KG
499
Killen Group
Pennsylvania
$24.4M
1IC
500
1919 Investment Counsel
Maryland
$24.2M -$1.27M -31,433 -5%

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.