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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
SDJVC
1226
St. Denis J. Villere & Co
Louisiana
$3.23M +$97.1K +2,400 +3%
RAM
1227
Redmond Asset Management
Virginia
$3.22M -$9.51K -235 -0.3%
HDIM
1228
Hanson & Doremus Investment Management
Vermont
$3.21M -$289K -7,150 -8%
DCMM
1229
DG Capital Management (Massachusetts)
Massachusetts
$3.2M +$3.11M +76,755 New
FMWA
1230
Forvis Mazars Wealth Advisors
Missouri
$3.17M -$167K -4,129 -5%
F
1231
Filament
Washington
$3.16M -$124K -3,062 -4%
MCM
1232
Manchester Capital Management
Vermont
$3.14M +$66.7K +1,649 +2%
GIM
1233
Grassi Investment Management
California
$3.14M +$81 +2 +0%
SHA
1234
Smith Hayes Advisers
Nebraska
$3.13M +$27.2K +671 +0.9%
BRWA
1235
B. Riley Wealth Advisors
Florida
$3.13M +$3.25M +80,416 +120%
SA
1236
Strategic Advisors
New York
$3.1M -$87.9K -2,171 -3%
NRS
1237
Neville Rodie & Shaw
New York
$3.09M +$261K +6,439 +10%
BL
1238
BCWM LLC
Kansas
$3.09M +$11.7K +289 +0.4%
Parallax Volatility Advisers
1239
Parallax Volatility Advisers
California
$3.09M -$23.4K -579 -0.8%
FSC
1240
Fiduciary Services Corp
Georgia
$3.08M -$35K -866 -1%
WSC
1241
Wellington Shields & Co
New York
$3.07M +$20.6K +510 +0.7%
BT
1242
Bankers Trust
Iowa
$3.07M +$33.6K +831 +1%
CAM
1243
Chesapeake Asset Management
New York
$3.04M
CICI
1244
Capital Investment Counsel Inc
North Carolina
$3.04M -$101K -2,488 -3%
AMM
1245
American Money Management
California
$3.02M -$76.3K -1,886 -3%
BO
1246
BRR OpCo
Ohio
$3.01M -$7K -173 -0.2%
SMM
1247
Stadion Money Management
Georgia
$2.97M -$181K -4,480 -6%
SHGA
1248
Sand Hill Global Advisors
California
$2.96M +$2.91K +72 +0.1%
RMCM
1249
Reynders McVeigh Capital Management
Massachusetts
$2.96M +$50.6K +1,250 +2%
AUB
1250
Atlantic Union Bankshares
Virginia
$2.95M -$624K -15,429 -18%

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.