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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
NEAM
601
New England Asset Management
Connecticut
$16.2M -$219K -5,400 -1%
NLI
602
Nippon Life Insurance
Japan
$16.1M -$952K -23,529 -6%
BSPF
603
British Steel Pension Fund
United Kingdom
$16M
GHA
604
GW Henssler & Associates
Georgia
$16M -$820K -20,250 -5%
DSI
605
Daiwa SB Investments
Japan
$15.9M -$127K -3,142 -0.8%
MLL
606
Moody Lynn & Lieberson
Massachusetts
$15.7M -$2.28M -56,243 -13%
IC
607
Inverness Counsel
New York
$15.7M +$6.95M +171,604 +84%
ECM
608
Empire Capital Management
Connecticut
$15.6M +$5.06M +125,000 +50%
CF
609
CNA Financial
Illinois
$15.6M -$474K -11,700 -3%
MTC
610
McDaniel Terry & Co
Texas
$15.5M +$115K +2,840 +0.8%
QIM
611
Quest Investment Management
Oregon
$15.5M -$1.84M -45,400 -11%
CCM
612
Covington Capital Management
California
$15.5M +$117K +2,897 +0.8%
HCM
613
Horan Capital Management
Maryland
$15.4M -$290K -7,156 -2%
AIA
614
Affinity Investment Advisors
California
$15.4M -$106K -2,614 -0.7%
GIM
615
Gyrus Investment Management
Ontario, Canada
$15.4M -$127K -3,150 -0.8%
GJIC
616
Gamble Jones Investment Counsel
California
$15.4M +$882K +21,781 +6%
ACM
617
Argent Capital Management
Missouri
$15.4M -$27.3K -675 -0.2%
MIHAS
618
Maj Invest Holding A/S
Denmark
$15.1M -$4.35M -107,477 -23%
DC
619
Davenport & Co
Virginia
$14.8M -$238K -5,890 -2%
NL
620
NWAM LLC
Washington
$14.7M +$97.5K +2,410 +0.7%
CC
621
Cornerstone Capital
California
$14.7M -$30K -741 -0.2%
ASA
622
Armstrong Shaw Associates
Connecticut
$14.5M -$7.69M -189,895 -35%
SPC
623
Stewart & Patten Company
California
$14.5M -$539K -13,308 -4%
MCM
624
Maryland Capital Management
Maryland
$14.5M +$678K +16,747 +5%
CI
625
Constellation Investments
Ohio
$14.3M -$190K -4,700 -1%

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.