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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
ST
1076
Stifel Trust
Missouri
$4.36M +$31K +766 +0.7%
Two Sigma Investments
1077
Two Sigma Investments
New York
$4.36M +$4.23M +104,553 New
HC
1078
HHG & Company
Connecticut
$4.33M -$7.33K -181 -0.2%
ANTB
1079
AMG National Trust Bank
Colorado
$4.33M -$37.5K -927 -0.9%
LDB
1080
Lee, Danner & Bass
Tennessee
$4.32M +$4.78K +118 +0.1%
ONB
1081
Old National Bancorp
Indiana
$4.32M +$1.55M +38,214 +58%
BMC
1082
Benin Management Corp
Connecticut
$4.32M -$32.4K -800 -0.8%
AAIM
1083
American Assets Investment Management
California
$4.31M +$1.1M +27,300 +36%
CIS
1084
Connors Investor Services
Pennsylvania
$4.29M +$53.6K +1,325 +1%
TNBTD
1085
Trustmark National Bank Trust Department
Mississippi
$4.28M -$185K -4,578 -4%
PAI
1086
Pittenger & Anderson Inc
Nebraska
$4.25M +$196K +4,845 +5%
CI
1087
Cowen Inc
New York
$4.25M +$208K +5,146 +5%
PWW
1088
Pettyjohn Wood & White
Virginia
$4.24M -$34.3K -847 -0.8%
TF
1089
Tompkins Financial
New York
$4.24M +$86.6K +2,139 +2%
MKC
1090
M. Kraus & Co
Vermont
$4.23M -$38.4K -950 -0.9%
ST
1091
Sentinel Trust
Texas
$4.18M +$171K +4,236 +4%
JC
1092
JBF Capital
Colorado
$4.17M
NJBEST
1093
New Jersey Better Educational Savings Trust
New Jersey
$4.17M
HBT
1094
Hills Bank & Trust
Iowa
$4.16M -$26.9K -665 -0.7%
CT
1095
Coastline Trust
Rhode Island
$4.14M +$17.2K +425 +0.4%
PAM
1096
Paradigm Asset Management
New York
$4.14M -$295K -7,300 -7%
Victory Capital Management
1097
Victory Capital Management
Texas
$4.14M +$3.86M +95,310 +2,419%
CO
1098
Caldwell & Orkin
Georgia
$4.13M -$263K -6,500 -6%
PAG
1099
Private Advisor Group
New Jersey
$4.12M +$267K +6,608 +7%
WFI
1100
West Family Investments
California
$4.09M -$8.63M -213,200 -69%

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.