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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
BII
951
Bainco International Investors
Massachusetts
$5.97M -$56.7K -1,400 -1%
CAM
952
Cubic Asset Management
Massachusetts
$5.94M -$59.9K -1,480 -1%
HC
953
Highmount Capital
New York
$5.93M -$275K -6,805 -5%
WDA
954
Wendell David Associates
New Hampshire
$5.9M -$34.4K -850 -0.6%
MCM
955
Matterhorn Capital Management
Texas
$5.9M +$57.8K +1,428 +1%
BWFA
956
Baltimore-Washington Financial Advisors
Maryland
$5.87M +$60.7K +1,500 +1%
CCA
957
Catalyst Capital Advisors
New York
$5.87M +$315K +7,788 +6%
CA
958
Callahan Advisors
Texas
$5.87M +$308K +7,599 +6%
QIM
959
Quantitative Investment Management
Virginia
$5.85M -$31.4M -777,000 -85%
JC
960
Jacobs & Co
California
$5.84M -$160K -3,958 -3%
NCM
961
Narwhal Capital Management
Georgia
$5.84M -$34.8K -861 -0.6%
MCM
962
McMillion Capital Management
North Carolina
$5.83M +$117K +2,901 +2%
PC
963
Permit Capital
Pennsylvania
$5.83M -$405K -10,000 -7%
SCG
964
Strategic Capital Group
Washington
$5.81M -$104K -2,580 -2%
BFA
965
Bragg Financial Advisors
North Carolina
$5.81M -$5.58K -138 -0.1%
HPCM
966
High Pointe Capital Management
Illinois
$5.8M +$6.07K +150 +0.1%
SEM
967
Suncoast Equity Management
Florida
$5.79M +$140K +3,470 +3%
WAM
968
Wolverine Asset Management
Illinois
$5.77M +$2.46M +60,840 +78%
WAM
969
Wilsey Asset Management
California
$5.77M -$38.2K -944 -0.7%
T
970
TOBAM
France
$5.76M +$1.28M +31,694 +30%
MCM
971
Monarch Capital Management
Indiana
$5.75M -$255K -6,310 -4%
OSNBOA
972
Old Second National Bank of Aurora
Illinois
$5.75M +$206K +5,098 +4%
HVIA
973
Hudson Valley Investment Advisors
New York
$5.72M -$271K -6,704 -5%
CWP
974
Capital Wealth Planning
Florida
$5.71M -$219K -5,400 -4%
TCM
975
Tran Capital Management
California
$5.71M -$115K -2,850 -2%

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.