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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
WKWM
1051
Walter & Keenan Wealth Management
Indiana
$4.67M +$14.5K +358 +0.3%
CSS
1052
Cubist Systematic Strategies
Connecticut
$4.67M +$4.53M +112,032 New
BWAM
1053
Boyd Watterson Asset Management
Ohio
$4.62M -$164K -4,045 -4%
TCOV
1054
Trust Company of Vermont
Vermont
$4.62M +$46.5K +1,149 +1%
FBT
1055
First Bankers Trust
Kentucky
$4.61M -$88.4K -2,185 -2%
HTHT
1056
Hemenway Trust Hemenway Trust
New Hampshire
$4.61M +$38.9K +960 +0.9%
SFS
1057
Strategic Financial Services
New York
$4.6M +$32K +791 +0.7%
DHFB
1058
Dixon Hubard Feinour & Brown
Virginia
$4.6M +$210K +5,195 +5%
QCMC
1059
Quantum Capital Management (California)
California
$4.57M +$42.3K +1,044 +1%
TFA
1060
Toth Financial Advisory
Virginia
$4.56M +$115K +2,850 +3%
SIP
1061
Stoneridge Investment Partners
Pennsylvania
$4.55M -$85.6K -2,115 -2%
TCCM
1062
Timber Creek Capital Management
Massachusetts
$4.51M +$7.08K +175 +0.2%
SCM
1063
Sterneck Capital Management
Missouri
$4.51M +$731K +18,070 +20%
BFO
1064
Boston Family Office
Massachusetts
$4.5M +$162K +3,997 +4%
SGCA
1065
Steel Grove Capital Advisors
Tennessee
$4.5M -$105K -2,583 -2%
WCAM
1066
West Coast Asset Management
California
$4.48M +$48.4K +1,196 +1%
GSBTD
1067
Glenview State Bank Trust Department
Illinois
$4.45M -$107K -2,648 -2%
AHC
1068
Adell Harriman & Carpenter
Texas
$4.44M -$101K -2,507 -2%
LIM
1069
Loudon Investment Management
New Hampshire
$4.42M +$4.05K +100 +0.1%
RWM
1070
Rench Wealth Management
Texas
$4.42M +$90.4K +2,233 +2%
MMG
1071
Monetary Management Group
Missouri
$4.38M -$567K -14,000 -12%
MA
1072
Marshwinds Advisory
Georgia
$4.38M -$1.62K -40 -0%
BFIM
1073
Beese Fulmer Investment Management
Ohio
$4.38M +$79.6K +1,967 +2%
ST
1074
Spinnaker Trust
Maine
$4.38M -$1.31M -32,388 -24%
VV
1075
Verity & Verity
South Carolina
$4.37M +$224K +5,543 +6%

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.