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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
Cohen & Steers
501
Cohen & Steers
New York
$24M +$15.9M +391,950 +212%
BA
502
Boston Advisors
Massachusetts
$24M +$613K +15,153 +3%
HIMC
503
Heritage Investors Management Corp
Maryland
$23.9M -$890K -21,988 -4%
DAM
504
Delta Asset Management
Tennessee
$23.8M +$287K +7,092 +1%
BF
505
BOK Financial
Oklahoma
$23.8M +$1.3M +32,081 +6%
UCFA
506
United Capital Financial Advisors
Texas
$23.7M +$854K +21,098 +4%
BCM
507
Bridgeway Capital Management
Texas
$23.7M +$290K +7,175 +1%
FGP
508
Foyston, Gordon, & Payne
Ontario, Canada
$23.5M -$1.19M -29,312 -5%
LWCA
509
Locust Wood Capital Advisers
New York
$23.4M -$854K -21,089 -4%
CEI
510
Clark Estates Inc
New York
$23.4M -$162K -4,000 -0.7%
ACM
511
Aviance Capital Management
Florida
$23.4M +$2.28M +56,292 +11%
HCM
512
Hutchinson Capital Management
California
$23.3M +$272K +6,725 +1%
AAA
513
Alpine Associates Advisors
New Jersey
$23.3M -$441K -10,900 -2%
AR
514
Advisory Research
Illinois
$23.2M -$919K -22,719 -4%
SF
515
Synovus Financial
Georgia
$23.2M -$102K -2,524 -0.5%
UM
516
Ulysses Management
New York
$23.1M -$1.94M -48,000 -8%
PMG
517
Private Management Group
California
$23.1M -$199K -4,916 -0.9%
EGM
518
Espalier Global Management
New York
$22.9M +$22.3M +550,000 New
PFM
519
Parsec Financial Management
North Carolina
$22.9M -$102K -2,527 -0.5%
PP
520
Palladium Partners
Virginia
$22.8M -$314K -7,760 -1%
CAM
521
Centre Asset Management
New York
$22.7M -$2.37M -58,490 -10%
FNBOO
522
First National Bank of Omaha
Nebraska
$22.5M +$294K +7,253 +1%
ACM
523
Academy Capital Management
Texas
$22.5M -$195K -4,814 -0.9%
GD
524
Grandfield & Dodd
New York
$22.5M -$267K -6,599 -1%
DADC
525
D.A. Davidson & Co
Montana
$22.5M -$143K -3,539 -0.7%

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.