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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
CIM
726
Calvert Investment Management
Maryland
$10.2M -$618K -15,266 -6%
DWA
727
Douglass Winthrop Advisors
New York
$10.2M +$332K +8,210 +3%
ACM
728
Azimuth Capital Management
Michigan
$10.1M +$346K +8,541 +4%
LNB
729
Ledyard National Bank
$10.1M +$28.5K +704 +0.3%
MIS
730
Morningstar Investment Services
Illinois
$10.1M +$1.77M +43,620 +22%
TCT
731
TIAA CREF Trust
Missouri
$10M +$282K +6,971 +3%
ICM
732
Ionic Capital Management
New York
$10M -$30.1M -742,802 -76%
WT
733
Washington Trust
Rhode Island
$9.99M +$137K +3,387 +1%
PR
734
Payden & Rygel
California
$9.98M +$2.8M +69,100 +41%
EBSAM
735
Eubel Brady & Suttman Asset Management
Ohio
$9.93M +$14.4K +357 +0.2%
PAAMCP
736
Pacific Alternative Asset Management Company (PAAMCO)
California
$9.91M +$3.27M +80,771 +51%
RS
737
Robeco Schweiz
Switzerland
$9.89M +$802K +19,817 +9%
LIM
738
Lathrop Investment Management
Arkansas
$9.86M -$59.9K -1,480 -0.6%
WI
739
WBI Investments
New Jersey
$9.83M +$596K +14,738 +7%
BPC
740
Banque Pictet & Cie
Switzerland
$9.77M +$7.98M +197,054 +531%
FTIOP
741
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.75M +$70K +1,730 +0.7%
PCMK
742
Paragon Capital Management (Kansas)
Kansas
$9.69M -$61.7K -1,525 -0.7%
SCM
743
Stux Capital Management
New York
$9.68M -$8.47M -209,300 -47%
LCM
744
Logan Capital Management
Pennsylvania
$9.68M -$622K -15,366 -6%
MHIC
745
Marble Harbor Investment Counsel
Massachusetts
$9.64M +$225K +5,550 +2%
KCM
746
Kanawha Capital Management
Virginia
$9.62M -$84.3K -2,083 -0.9%
MYAM
747
Meiji Yasuda Asset Management
Japan
$9.57M +$85.5K +2,112 +0.9%
AB
748
Amalgamated Bank
New York
$9.56M +$711K +17,577 +8%
AW
749
ACG Wealth
Georgia
$9.52M +$3.42M +84,444 +59%
RNS
750
Robert N. Shapiro
$9.49M -$368K -9,094 -4%

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.