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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
FMI
76
Fiduciary Management Inc
Wisconsin
$585M +$19.2M +474,638 +4%
Artisan Partners
77
Artisan Partners
Wisconsin
$576M +$12.8M +316,627 +2%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$572M -$31.4M -776,704 -5%
APG Asset Management
79
APG Asset Management
Netherlands
$560M +$179M +4,427,930 +49%
Lazard Asset Management
80
Lazard Asset Management
New York
$555M +$19.6M +485,086 +4%
PPA
81
Parametric Portfolio Associates
Washington
$549M +$9.88M +244,076 +2%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$545M +$58.6M +1,447,735 +12%
O
83
OppenheimerFunds
New York
$544M -$1.1M -27,220 -0.2%
TA
84
Teachers Advisors
New York
$541M +$95.6M +2,361,847 +22%
Ninety One (UK)
85
Ninety One (UK)
United Kingdom
$524M +$55M +1,359,286 +12%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$519M -$222M -5,493,815 -31%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$514M -$12.2M -300,763 -2%
WRF
88
Waddell & Reed Financial
Kansas
$510M +$9.61M +237,560 +2%
IFP
89
Independent Franchise Partners
United Kingdom
$508M +$95.8M +2,366,506 +24%
Sanders Capital
90
Sanders Capital
Florida
$501M +$7.46M +184,300 +2%
Principal Financial Group
91
Principal Financial Group
Iowa
$493M +$241K +5,952 +0.1%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$491M +$18.2M +449,699 +4%
BTS
93
BB&T Securities
Virginia
$483M +$1.75M +43,244 +4%
MTB
94
Mizuho Trust & Banking
Japan
$479M -$7.53M -186,043 -2%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$477M -$9.38M -231,800 -2%
IIS
96
Ignis Investment Services
United Kingdom
$460M -$9.31M -230,103 -17%
AIG
97
American International Group
New York
$454M +$679K +16,776 +0.2%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$453M -$4.19M -103,538 -0.9%
Nordea Investment Management
99
Nordea Investment Management
Sweden
$451M +$21M +517,763 +5%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$446M +$433M +10,700,000 New

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.