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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
CHA
876
Cedar Hill Associates
Illinois
$6.94M -$2.66M -65,622 -28%
SFG
877
Sather Financial Group
Texas
$6.93M -$95.1K -2,349 -1%
AC
878
Addenda Capital
Quebec, Canada
$6.93M +$133K +3,281 +2%
MIC
879
MU Investments Company
Japan
$6.91M -$186K -4,600 -3%
SIG
880
Schooner Investment Group
Pennsylvania
$6.91M +$405K +10,000 +6%
PPCM
881
Pillar Pacific Capital Management
California
$6.89M +$220K +5,445 +3%
MBTD
882
Mechanics Bank - Trust Department
California
$6.88M -$664K -16,395 -9%
MIM
883
Marco Investment Management
Georgia
$6.87M +$691K +17,063 +12%
FMLI
884
Fukoku Mutual Life Insurance
Japan
$6.86M +$789K +19,500 +13%
1IA
885
1834 Investment Advisors
Wisconsin
$6.86M -$22.5K -556 -0.3%
MCM
886
McKinley Capital Management
Alaska
$6.85M -$44K -1,087 -0.7%
BFS
887
Baskin Financial Services
Ontario, Canada
$6.85M +$380K +9,385 +6%
SSWM
888
Smith Salley Wealth Management
North Carolina
$6.83M +$1.91M +47,309 +41%
CCM
889
Catawba Capital Management
Virginia
$6.82M -$10.6K -263 -0.2%
JEW
890
Jamison Eaton & Wood
New Jersey
$6.79M -$172K -4,260 -3%
SYBT
891
Stock Yards Bank & Trust
Kentucky
$6.76M +$95K +2,348 +1%
MAP
892
Managed Asset Portfolios
Michigan
$6.76M -$346K -8,550 -5%
OWIM
893
Old West Investment Management
California
$6.74M -$317K -7,839 -5%
FNFDCM
894
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.74M +$53.7K +1,327 +0.8%
MCM
895
McRae Capital Management
New Jersey
$6.72M -$93.1K -2,300 -1%
MCM
896
Mazama Capital Management
Oregon
$6.7M +$3M +74,207 +86%
KFC
897
Klingenstein Fields & Co
New York
$6.69M -$248K -6,138 -4%
GLA
898
Great Lakes Advisors
Illinois
$6.68M +$289K +7,132 +5%
PAM
899
PartnerRe Asset Management
Connecticut
$6.67M -$919K -22,716 -12%
SCM
900
Salem Capital Management
Massachusetts
$6.66M -$267K -6,600 -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.