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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
PCMI
1176
Princeton Capital Management Inc
New Jersey
$3.53M +$153K +3,775 +5%
VHAM
1177
Van Hulzen Asset Management
California
$3.52M -$181K -4,475 -5%
CBU
1178
CIBC Bank USA
Illinois
$3.52M -$294K -7,273 -8%
BAS
1179
Brown Advisory Securities
Maryland
$3.52M +$346K +8,555 +11%
EIM
1180
Emerson Investment Management
Massachusetts
$3.52M +$35.6K +880 +1%
CPA
1181
Court Place Advisors
Maryland
$3.51M +$40.5K +1,000 +1%
VIP
1182
Vantage Investment Partners
Missouri
$3.51M +$75.7K +1,871 +2%
KAM
1183
Kokusai Asset Management
Japan
$3.51M -$174K -4,300 -5%
MFS
1184
MSI Financial Services
Massachusetts
$3.51M +$120K +2,966 +4%
VC
1185
Vicus Capital
Pennsylvania
$3.5M +$174K +4,295 +5%
DLCIG
1186
D.L. Carlson Investment Group
New Hampshire
$3.5M +$1.85M +45,600 +119%
EVM
1187
Evelyn V. Moreno
$3.49M -$41.7K -1,031 -1%
NFG
1188
NewFocus Financial Group
Washington
$3.47M -$55.3K -1,366 -2%
PTB
1189
Pioneer Trust Bank
Oregon
$3.46M -$70.4K -1,740 -2%
LOCB
1190
Lombard Odier & Cie (Bahamas)
Bahamas
$3.46M
B
1191
Bailard
California
$3.46M -$99.1K -2,448 -3%
CIA
1192
Capital Investment Advisors
Georgia
$3.45M -$29.4K -727 -0.9%
PFM
1193
PacWest Financial Management
Arizona
$3.45M +$125K +3,088 +4%
AAA
1194
Adams Asset Advisors
Texas
$3.44M +$18.2K +450 +0.5%
ISB
1195
Iowa State Bank
Iowa
$3.44M -$12.1K -300 -0.4%
DCM
1196
Dialectic Capital Management
Connecticut
$3.44M +$3.33M +82,400 New
TIA
1197
Trust Investment Advisors
Indiana
$3.43M +$29.5K +728 +0.9%
NPC
1198
National Planning Corporation
California
$3.42M +$83.4K +2,061 +3%
MC
1199
MRJ Capital
New York
$3.42M -$28.3K -700 -0.8%
PRHC
1200
P.R. Herzig & Co
New York
$3.41M -$16.2K -400 -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.