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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
VC
1101
Vestor Capital
Illinois
$4.09M +$89.4K +2,208 +2%
NAP
1102
New Amsterdam Partners
New York
$4.08M +$5.75K +142 +0.1%
CHAM
1103
Clear Harbor Asset Management
Connecticut
$4.08M +$9.92K +245 +0.3%
MC
1104
Moors & Cabot
Massachusetts
$4.08M +$268K +6,612 +7%
RW
1105
Rand Wealth
Maryland
$4.07M -$120K -2,957 -3%
TSW
1106
Thompson Siegel & Walmsley
Virginia
$4.07M -$697K -17,214 -15%
MBI
1107
Montrusco Bolton Investments
Quebec, Canada
$4.07M +$456K +11,275 +13%
M
1108
MOTCO
Texas
$4.06M +$195K +4,828 +5%
CC
1109
Crosslink Capital
California
$4.06M -$20.2K -500 -0.5%
PIM
1110
Penobscot Investment Management
Massachusetts
$4.05M -$30.4K -750 -0.8%
ST
1111
Smithfield Trust
Pennsylvania
$4.05M -$336K -8,305 -8%
MPAM
1112
Murphy Pohlad Asset Management
Minnesota
$4.03M -$128K -3,165 -3%
TRIM
1113
Thompson Rubinstein Investment Management
Oregon
$4.03M -$40.5K -1,000 -1%
JCMLC
1114
JAT Capital Management LP (Connecticut)
Connecticut
$4.02M +$3.9M +96,467 New
AP
1115
Advisor Partners
California
$4M +$397K +9,812 +11%
MC
1116
Maplelane Capital
New York
$4M +$3.68M +91,000 +1,820%
PTC
1117
Private Trust Company
Ohio
$4M +$558K +13,786 +17%
IAM
1118
ICM Asset Management
Washington
$3.99M -$22.7K -560 -0.6%
P
1119
Pitcairn
Pennsylvania
$3.99M -$469K -11,585 -11%
CI
1120
Capital International
California
$3.98M +$907K +22,400 +31%
PLFAM
1121
Pineno Levin & Ford Asset Management
Virginia
$3.98M +$51.6K +1,275 +1%
COI
1122
Connable Office Inc
Michigan
$3.94M -$545K -13,464 -12%
PHIMC
1123
Private Harbour Investment Management & Counsel
Ohio
$3.93M -$62.1K -1,535 -2%
RMSCM
1124
R.M. Sincerbeaux Capital Management
New York
$3.93M
CL
1125
CPWM LLC
Washington
$3.92M +$66K +1,630 +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.