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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
CC
1251
Columbia Capital
California
$2.95M -$116K -2,863 -4%
BCA
1252
Benchmark Capital Advisors
New York
$2.94M -$69.8K -1,725 -2%
AL
1253
AJO LP
Pennsylvania
$2.94M -$15.5M -381,840 -84%
SKK
1254
Shepherd Kaplan Krochuk
Massachusetts
$2.93M -$267K -6,600 -9%
OIMU
1255
Orbis Investment Management (US)
California
$2.93M +$536K +13,254 +23%
LJAC
1256
L.J. Altfest & Co
New York
$2.93M -$4.98K -123 -0.2%
BPGAM
1257
BTG Pactual Global Asset Management
Bermuda
$2.92M +$2.83M +70,000 New
KIG
1258
Kessler Investment Group
Indiana
$2.91M +$110K +2,724 +4%
CFS
1259
Community Financial System
New York
$2.9M +$3.6K +89 +0.1%
RGC
1260
Roberts, Glore & Co
Illinois
$2.89M -$74.8K -1,849 -3%
CIM
1261
CIM Investment Management
Pennsylvania
$2.89M -$71.2K -1,759 -2%
TC
1262
Telemus Capital
Michigan
$2.89M -$73.3K -1,812 -3%
BWP
1263
Baldwin Wealth Partners
Massachusetts
$2.89M +$27.8K +688 +1%
EFS
1264
Essex Financial Services
Connecticut
$2.87M +$223K +5,498 +9%
BCMO
1265
Buckingham Capital Management (Ohio)
Ohio
$2.87M +$256K +6,328 +10%
CCM
1266
CrestPoint Capital Management
Missouri
$2.86M +$498K +12,300 +22%
QI
1267
Qualcomm Inc
California
$2.84M
GIM
1268
Groesbeck Investment Management
New Jersey
$2.84M -$128K -3,175 -4%
WAS
1269
Winch Advisory Services
Wisconsin
$2.83M +$1.59M +39,230 +137%
AIM
1270
AMI Investment Management
Indiana
$2.83M -$10.1K -249 -0.4%
DMK
1271
David M. Knott
$2.83M
SCM
1272
Stuyvesant Capital Management
New York
$2.82M -$474K -11,700 -15%
CC
1273
Courier Capital
New York
$2.82M -$13.6K -337 -0.5%
LI
1274
Longer Investments
Arkansas
$2.81M +$224K +5,540 +9%
PJSIMP
1275
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.81M +$15.4K +381 +0.6%

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.