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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
MA
1301
Montag & Associates
Georgia
$2.61M +$2.29M +56,482 +928%
KAS
1302
Kemnay Advisory Services
New York
$2.6M +$2.53M +62,454 New
ACM
1303
Alta Capital Management
Utah
$2.58M +$613K +15,155 +32%
PVWM
1304
Point View Wealth Management
New Jersey
$2.57M -$38.5K -951 -2%
BSWMG
1305
Barrington Strategic Wealth Management Group
Illinois
$2.57M -$95.8K -2,366 -4%
III
1306
Independent Investors Inc
New York
$2.57M -$8.09K -200 -0.3%
TCM
1307
Texan Capital Management
Texas
$2.56M -$30.8K -760 -1%
GRQ
1308
Gardner Russo & Quinn
Pennsylvania
$2.55M
KAM
1309
Keeley Asset Management
Illinois
$2.55M -$60.7K -1,500 -2%
ID
1310
Integral Derivatives
New York
$2.53M +$2.46M +60,765 New
OCM
1311
One Capital Management
California
$2.53M +$728 +18 +0%
MCTIC
1312
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.53M -$4.05K -100 -0.2%
MC
1313
Miles Capital
Iowa
$2.52M -$68.4K -1,690 -3%
BRCM
1314
Bright Rock Capital Management
Massachusetts
$2.5M -$2.43M -60,000 -50%
CSUI
1315
Cincinnati Specialty Underwriters Insurance
Ohio
$2.5M
RCG
1316
Ruane, Cunniff & Goldfarb
New York
$2.5M -$156K -3,865 -6%
SBWIC
1317
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.5M +$23.4K +579 +1%
MJP
1318
Michael J. Puzo
$2.5M -$39.3K -972 -2%
PAMG
1319
Patton Albertson Miller Group
Tennessee
$2.49M -$1.12M -27,716 -32%
SFA
1320
Sequoia Financial Advisors
Ohio
$2.49M +$107K +2,634 +5%
AIS
1321
AlphaOne Investment Services
Pennsylvania
$2.48M +$2.41M +59,600 New
KIC
1322
Keating Investment Counselors
Florida
$2.48M -$199K -4,925 -8%
WC
1323
Whitnell & Co
Illinois
$2.48M +$54.7K +1,352 +2%
DDC
1324
DF Dent & Co
Maryland
$2.47M -$24.2K -598 -1%
AP
1325
Appleton Partners
Massachusetts
$2.47M -$18.2K -450 -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.