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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
RJFSA
751
Raymond James Financial Services Advisors
Florida
$9.48M +$12.4K +307 +0.1%
IAM
752
Integre Asset Management
New York
$9.46M -$26.6K -658 -0.3%
KFS
753
KMS Financial Services
Washington
$9.4M +$513K +12,669 +6%
GI
754
Glovista Investments
New Jersey
$9.39M +$9.11M +225,096 New
BOK
755
Bank of Kentucky
Kentucky
$9.38M -$241K -5,965 -3%
GC
756
Grimes & Company
Massachusetts
$9.36M +$143K +3,538 +2%
OAM
757
Origin Asset Management
United Kingdom
$9.32M -$271K -6,706 -3%
WS
758
Wedbush Securities
California
$9.3M -$258K -6,382 -3%
JCM
759
Jag Capital Management
Missouri
$9.29M +$7.4M +182,828 +458%
TSBJ
760
Trevor, Stewart, Burton & Jacobsen
New York
$9.29M -$652K -16,100 -7%
AT
761
Acadia Trust
Maine
$9.27M -$23K -569 -0.3%
AAC
762
Asset Advisors Corp
Georgia
$9.21M +$435K +10,750 +5%
WAM
763
Wallington Asset Management
Indiana
$9.2M +$299K +7,385 +3%
Daiwa Securities Group
764
Daiwa Securities Group
Japan
$9.19M -$194K -4,800 -2%
LMIM
765
Lockheed Martin Investment Management
Maryland
$9.17M -$13.2M -327,000 -60%
AC
766
AFAM Capital
Texas
$9.13M +$80.8K +1,997 +0.9%
GCC
767
Guardian Capital (Canada)
Ontario, Canada
$9.13M -$146K -3,602 -2%
QI
768
Quotient Investors
New York
$9.13M -$1.11M -27,440 -11%
SSG
769
Summit Securities Group
New York
$9.11M +$7.67M +189,600 +658%
CIA
770
CCM Investment Advisers
South Carolina
$9.08M +$8.19M +202,395 +1,316%
HAI
771
Hennessy Advisors Inc
California
$9.08M +$54.6K +1,350 +0.6%
SAMNY
772
Samsung Asset Management (New York)
New York
$9.07M +$256K +6,320 +3%
AAM
773
Aston Asset Management
Illinois
$9.07M +$645K +15,937 +8%
TTWM
774
TCV Trust & Wealth Management
Virginia
$9.05M -$91.7K -2,266 -1%
HHMI
775
Howard Hughes Medical Institute
Maryland
$9.01M -$2.09M -51,560 -19%

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.