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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
CCP
676
Clarkston Capital Partners
Michigan
$11.7M +$383K +9,457 +3%
DCM
677
Destrier Capital Management
New York
$11.7M +$2.02M +50,000 +22%
WTC
678
WhitTier Trust Company
Nevada
$11.6M -$135K -3,336 -1%
PL
679
Parkwood LLC
Ohio
$11.4M -$2.66M -65,750 -19%
FIB
680
First Interstate Bank
Montana
$11.4M -$295K -7,287 -3%
GGI
681
Godsey & Gibb Inc
Virginia
$11.4M -$428K -10,577 -4%
BCM
682
BTR Capital Management
California
$11.3M -$174K -4,292 -2%
LTI
683
Laffer Tengler Investments
Tennessee
$11.3M +$917K +22,646 +9%
QAM
684
QCI Asset Management
New York
$11.3M -$162K -3,993 -1%
CVM
685
Cheviot Value Management
California
$11.2M -$149K -3,692 -1%
LKIM
686
Lawson Kroeker Investment Management
Nebraska
$11.2M +$167K +4,136 +2%
KLC
687
Knowledge Leaders Capital
Colorado
$11.2M -$646K -15,961 -6%
SAM
688
Strategy Asset Managers
California
$11.1M -$151K -3,730 -1%
BFM
689
Boston Financial Management
Massachusetts
$11.1M +$126K +3,118 +1%
KRSITF
690
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11M +$172K +4,258 +2%
CCMIC
691
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$11M +$133K +3,275 +1%
SRC
692
Shufro Rose & Co
New York
$11M -$55K -1,360 -0.5%
YL
693
YCG LLC
Texas
$11M +$1.5M +37,097 +16%
CCMD
694
Cypress Capital Management (Delaware)
Delaware
$10.9M +$117K +2,903 +1%
LCP
695
LGT Capital Partners
Switzerland
$10.9M +$10.6M +261,700 New
DP
696
Dearborn Partners
Illinois
$10.9M -$759K -18,742 -7%
LIC
697
Lodestar Investment Counsel
Illinois
$10.9M -$253K -6,252 -2%
AF
698
Ally Financial
Michigan
$10.8M -$4.86M -120,000 -32%
BBI
699
Baxter Bros Inc
Connecticut
$10.8M -$128K -3,165 -1%
MERSOM
700
Municipal Employees' Retirement System of Michigan
Michigan
$10.8M

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.