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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
CC
851
ClearArc Capital
Ohio
$7.45M +$526K +12,989 +8%
FNT
852
First Nebraska Trust
Nebraska
$7.43M -$14.2K -350 -0.2%
SGAM
853
Smith Group Asset Management
Texas
$7.42M -$10.1M -250,700 -59%
BOTW
854
Bank of the West
California
$7.34M -$507K -12,524 -7%
IIM
855
Intact Investment Management
Quebec, Canada
$7.34M -$194K -4,800 -3%
BCAM
856
Boston Common Asset Management
Massachusetts
$7.32M +$19.8K +488 +0.3%
MPI
857
Mairs & Power Inc
Minnesota
$7.32M -$682K -16,849 -9%
RIL
858
Rothschild Investment LLC
Illinois
$7.31M -$56.7K -1,400 -0.8%
BCM
859
Bluefin Capital Management
New York
$7.3M +$3.96M +97,861 +129%
AP
860
Alydar Partners
Massachusetts
$7.3M +$1.01M +25,000 +17%
VCAM
861
Van Cleef Asset Management
Ohio
$7.29M +$72.9K +1,802 +1%
YP
862
Yellowstone Partners
Idaho
$7.28M +$283K +6,986 +4%
DY
863
Dowling & Yahnke
California
$7.24M -$416K -10,291 -6%
SIM
864
Sterling Investment Management
Arizona
$7.23M -$121K -2,993 -2%
MCM
865
Maple Capital Management
Vermont
$7.22M +$163K +4,024 +2%
FAT
866
First American Trust
California
$7.19M -$37.8K -933 -0.5%
LI
867
Lafayette Investments
Maryland
$7.18M -$12.1K -298 -0.2%
AAP
868
Ardsley Advisory Partners
Connecticut
$7.09M -$5.87M -145,000 -46%
CA
869
CapWealth Advisors
Tennessee
$7.09M +$450K +11,130 +7%
DCM
870
Driehaus Capital Management
Illinois
$7.08M +$5.93M +146,567 +628%
OA
871
Oxbow Advisors
Texas
$7.08M +$54.7K +1,351 +0.8%
CBB
872
Citizens Business Bank
California
$7.07M -$342K -8,444 -5%
PDN
873
Pensionfund DSM Netherlands
Netherlands
$7.01M
LK
874
Lumbard & Kellner
New Hampshire
$6.96M +$42.5K +1,050 +0.6%
CTA
875
Colonial Trust Advisors
South Carolina
$6.94M -$194K -4,799 -3%

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.