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Microsoft

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
HPBT
1601
High Point Bank & Trust
North Carolina
$929K -$16.2K -400 -2%
LFR
1602
Lehman Financial Resources
Pennsylvania
$925K -$4.05K -100 -0.4%
AF
1603
Allworth Financial
California
$923K +$7.25K +179 +0.8%
CCM
1604
Carlson Capital Management
Minnesota
$921K -$4.09K -101 -0.5%
BCMIO
1605
Beacon Capital Management Inc (Ohio)
Ohio
$917K -$42.1K -1,040 -5%
NCM
1606
Northroad Capital Management
New York
$914K -$50K -1,235 -5%
MVA
1607
Mount Vernon Associates
Maryland
$914K
EML
1608
Eos Management LP
New York
$902K
RIA
1609
Regal Investment Advisors
Michigan
$901K +$39.3K +972 +5%
CASB
1610
Cape Ann Savings Bank
Massachusetts
$901K +$328K +8,100 +60%
FC
1611
FIC Capital
New York
$897K -$4.05K -100 -0.5%
PAA
1612
Peregrine Asset Advisers
Oregon
$895K
VAM
1613
Visium Asset Management
New York
$890K -$309K -7,632 -26%
DR
1614
Davis Rea
Ontario, Canada
$888K
WI
1615
Wedgewood Investors
Pennsylvania
$884K -$8.09K -200 -0.9%
HIM
1616
Herald Investment Management
United Kingdom
$876K
AMIM
1617
Aull & Monroe Investment Management
Alabama
$876K +$4.05K +100 +0.5%
DAM
1618
Deltec Asset Management
New York
$873K
LC
1619
Lourd Capital
California
$867K +$9.07K +224 +1%
MFW
1620
Meristem Family Wealth
Minnesota
$865K -$54K -1,335 -6%
MSFP
1621
Mark Sheptoff Financial Planning
Connecticut
$862K -$20.1K -496 -2%
MG
1622
MDE Group
New Jersey
$856K -$11.2K -276 -1%
LPC
1623
Loeb Partners Corp
New York
$856K +$405K +10,000 +95%
PTC
1624
Philadelphia Trust Company
Pennsylvania
$853K -$20.2K -500 -2%
MS
1625
Marshall & Sullivan
Washington
$840K +$224K +5,529 +38%

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.