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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
NOCM
1026
Night Owl Capital Management
Connecticut
$4.97M +$4.82M +119,100 New
AHB
1027
Abner Herrman & Brock
New Jersey
$4.96M +$21.9K +540 +0.5%
BHWM
1028
Bar Harbor Wealth Management
New Hampshire
$4.93M +$266K +6,561 +6%
AF
1029
Arrow Financial
New York
$4.92M -$36.3K -897 -0.8%
GW
1030
GW & Wade
Massachusetts
$4.92M -$52.7K -1,302 -1%
BFG
1031
Beacon Financial Group
Texas
$4.91M +$58.4K +1,444 +1%
GLRA
1032
Gerald L. Ray & Associates
Texas
$4.89M -$92.8K -2,292 -2%
CMBA
1033
C.M. Bidwell & Associates
Hawaii
$4.88M -$54.6K -1,350 -1%
OAMG
1034
Odey Asset Management Group
United Kingdom
$4.88M +$4.29M +105,900 +963%
BJL
1035
Brighton Jones LLC
Washington
$4.86M -$178K -4,390 -4%
GG
1036
Greenwood Gearhart
Arkansas
$4.85M +$84K +2,075 +2%
CANC
1037
Culbertson A N & Co
Virginia
$4.83M +$215K +5,310 +5%
AIC
1038
Argus Investors Counsel
New York
$4.83M -$659K -16,285 -12%
BAM
1039
Boyar Asset Management
New York
$4.82M -$171K -4,233 -4%
SWP
1040
Stratos Wealth Partners
Ohio
$4.81M +$4.66M +115,170 New
KFS
1041
Kurt F. Somerville
$4.8M -$52.6K -1,300 -1%
MWVC
1042
Morgens Waterfall Vintiadis & Co
New York
$4.8M -$2.23M -55,000 -32%
HL
1043
HeadInvest LLC
Maine
$4.79M -$5.91K -146 -0.1%
KFP
1044
Keystone Financial Planning
Ohio
$4.74M -$45.5K -1,124 -1%
FCMC
1045
Founders Capital Management (Connecticut)
Connecticut
$4.73M +$303K +7,491 +7%
Acadian Asset Management
1046
Acadian Asset Management
Massachusetts
$4.72M -$723K -17,853 -14%
WF
1047
WealthTrust Fairport
Ohio
$4.71M -$497K -12,280 -10%
WPC
1048
White Pine Capital
Minnesota
$4.71M -$223K -5,500 -5%
DWT
1049
Dorsey & Whitney Trust
South Dakota
$4.7M +$63.6K +1,572 +1%
CDH
1050
Charles D. Hyman
$4.69M -$25K -617 -0.5%

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.