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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
AAM
1426
Aureus Asset Management
Massachusetts
$1.76M -$103K -2,550 -6%
OPTFSNA
1427
Old Point Trust & Financial Services N A
Virginia
$1.76M -$94.1K -2,325 -5%
GC
1428
Garde Capital
Washington
$1.76M +$1.71M +42,153 New
CCA
1429
Checchi Capital Advisers
California
$1.76M +$256K +6,322 +18%
TCM
1430
Telos Capital Management
California
$1.75M -$13.3K -328 -0.8%
BBNB
1431
Baker Boyer National Bank
Washington
$1.74M -$147K -3,631 -8%
PSI
1432
Pinnacle Summer Investments
Virginia
$1.73M +$64.9K +1,604 +4%
NGA
1433
Naples Global Advisors
Florida
$1.73M +$255K +6,300 +18%
MCM
1434
Matarin Capital Management
New York
$1.73M +$802K +19,827 +92%
EIM
1435
Essex Investment Management
Massachusetts
$1.73M +$25.2K +622 +2%
BIM
1436
Bridges Investment Management
Nebraska
$1.72M +$165K +4,082 +11%
TWA
1437
TCI Wealth Advisors
Arizona
$1.71M +$41.5K +1,026 +3%
AI
1438
ArchPoint Investors
Florida
$1.71M
SNBOSCI
1439
Security National Bank of Sioux City Iowa
Iowa
$1.71M +$3.97K +98 +0.2%
GGPS
1440
Gary Goldberg Planning Services
New York
$1.7M +$8.18K +202 +0.5%
BO
1441
Bank OZK
Arkansas
$1.69M +$18.2K +450 +1%
BG
1442
Bollard Group
Massachusetts
$1.68M
NMIFOAC
1443
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.67M
SSWM
1444
Sheets Smith Wealth Management
North Carolina
$1.67M +$4.98K +123 +0.3%
SIC
1445
Schwartz Investment Counsel
Michigan
$1.67M
RP
1446
Reinhart Partners
Wisconsin
$1.66M -$107K -2,635 -6%
CAL
1447
Capital Analysts LLC
Pennsylvania
$1.66M +$1.7K +42 +0.1%
LC
1448
Lilley & Co
Michigan
$1.66M -$61.4K -1,517 -4%
FCCM
1449
First City Capital Management
Georgia
$1.65M -$20.2K -500 -1%
SLG
1450
Stanley-Laman Group
Pennsylvania
$1.65M +$32.6K +806 +2%

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.