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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
Dimensional Fund Advisors
101
Dimensional Fund Advisors
Texas
$433M +$20.3M +502,370 +5%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$427M +$2.32M +57,247 +0.6%
Pzena Investment Management
103
Pzena Investment Management
New York
$427M -$20.9M -517,263 -5%
Macquarie Group
104
Macquarie Group
Australia
$427M -$768M -18,981,468 -65%
EVM
105
Eaton Vance Management
Massachusetts
$427M +$76.2M +1,882,959 +23%
LSV Asset Management
106
LSV Asset Management
Illinois
$424M -$12.6M -312,250 -3%
American Century Companies
107
American Century Companies
Missouri
$408M -$122M -3,014,458 -24%
DSA
108
Davis Selected Advisers
Arizona
$403M -$26.9M -664,726 -6%
Canada Life
109
Canada Life
Manitoba, Canada
$390M +$393K +9,714 +0.1%
IG
110
ING Group
Netherlands
$388M -$26.5M -655,527 -7%
BJ
111
BlackRock Japan
Japan
$386M -$27.5M -680,495 -7%
USAA
112
United Services Automobile Association
Texas
$386M +$5.87M +144,937 +2%
SG Americas Securities
113
SG Americas Securities
New York
$377M -$40.8M -1,008,389 -10%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$368M -$3.78M -93,287 -1%
AWM
115
Ashmore Wealth Management
Delaware
$363M
OH
116
Orbis Holdings
Bermuda
$352M +$47.3M +1,169,190 +16%
Barclays
117
Barclays
United Kingdom
$352M -$63.2M -1,562,789 -15%
Swiss National Bank
118
Swiss National Bank
Switzerland
$348M +$215K +5,300 +0.1%
AIM
119
abrdn Investment Management
United Kingdom
$340M +$14.9M +367,372 +5%
SO
120
STRS Ohio
Ohio
$340M -$52.6M -1,299,952 -14%
Citigroup
121
Citigroup
New York
$332M +$57.2M +1,413,718 +22%
HCM
122
Highfields Capital Management
Massachusetts
$331M
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$309M +$2.94M +72,562 +1%
AAM
124
Aberdeen Asset Management
United Kingdom
$308M +$183M +4,530,160 +159%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$304M +$2.47M +60,952 +0.8%

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.