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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
NME
1276
Notis-McConarty Edward
$2.8M -$64.8K -1,600 -2%
OCG
1277
Opus Capital Group
Ohio
$2.77M
GA
1278
GFS Advisors
Texas
$2.76M -$40.5K -1,000 -1%
Envestnet Asset Management
1279
Envestnet Asset Management
Illinois
$2.75M +$502K +12,410 +23%
GAM
1280
Guinness Asset Management
United Kingdom
$2.74M +$360K +8,900 +16%
WIS
1281
Wright Investors Service
Connecticut
$2.74M +$253K +6,252 +11%
Fuller & Thaler Asset Management
1282
Fuller & Thaler Asset Management
California
$2.73M -$903K -22,300 -25%
SAM
1283
Sawgrass Asset Management
Florida
$2.73M -$30.2K -745 -1%
FPTW
1284
Franklin, Parlapiano, Turner & Welch
Texas
$2.73M +$47.7K +1,178 +2%
SIG
1285
Sky Investment Group
Connecticut
$2.72M -$350K -8,650 -12%
MFS
1286
Monetta Financial Services
Illinois
$2.71M
FCB
1287
First Citizens Bancorporation
South Carolina
$2.69M +$127K +3,150 +5%
TAM
1288
Taurus Asset Management
New York
$2.69M
FMC
1289
First Merchants Corp
Indiana
$2.67M -$199K -4,906 -7%
CA
1290
Cetera Advisors
Colorado
$2.67M +$144K +3,548 +6%
AssetMark Inc
1291
AssetMark Inc
California
$2.66M -$676K -16,699 -21%
ACI
1292
Alpha Cubed Investments
California
$2.65M +$53.2K +1,314 +2%
MPWT
1293
MassMutual Private Wealth & Trust
Connecticut
$2.65M +$697K +17,225 +37%
BE
1294
Bonness Enterprises
District of Columbia
$2.65M -$279K -6,900 -10%
MBE
1295
Michael B. Elefante
$2.64M
BST
1296
Bath Savings Trust
Maine
$2.64M -$45.1K -1,114 -2%
PCTC
1297
Perkins Coie Trust Company
Washington
$2.63M -$83.8K -2,071 -3%
GI
1298
Gradient Investments
Minnesota
$2.63M +$334K +8,250 +15%
SBWM
1299
Sunflower Bank Wealth Management
Arizona
$2.62M +$213K +5,254 +9%
I
1300
IberiaBank
Louisiana
$2.62M +$14.7K +363 +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.