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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
BOC
1626
Barbara Oil Co
Illinois
$834K
SAM
1627
Silphium Asset Management
United Kingdom
$834K +$809K +20,000 New
SCP
1628
Syntal Capital Partners
Texas
$828K +$218K +5,394 +27%
TCB
1629
Texas Capital Bancshares
Texas
$826K -$88.2K -2,180 -10%
MC
1630
Montag & Caldwell
Georgia
$823K
SIM
1631
SSI Investment Management
California
$821K -$14.5K -358 -2%
TT
1632
Tiedemann Trust
Delaware
$818K +$794K +19,618 New
IFB
1633
iAB Financial Bank
Indiana
$815K +$36.4K +900 +5%
BHB
1634
Bank Hapoalim BM
Israel
$814K -$74.3K -1,835 -9%
BCM
1635
Barometer Capital Management
Ontario, Canada
$813K -$623K -15,400 -44%
WCBA
1636
Weaver C. Barksdale & Associates
Tennessee
$812K
SFU
1637
Stonehage Fleming (UK)
United Kingdom
$811K -$655K -16,184 -45%
RCM
1638
RNC Capital Management
California
$811K +$47.4K +1,172 +6%
IFS
1639
Ifrah Financial Services
Arkansas
$808K -$14K -345 -2%
ACP
1640
Aviance Capital Partners
Florida
$806K -$13.5K -334 -2%
YMRC
1641
Yorktown Management & Research Company
Virginia
$805K +$190K +4,700 +32%
PFA
1642
Paradigm Financial Advisors
Missouri
$803K +$29.3K +723 +4%
SRCM
1643
Swift Run Capital Management
Virginia
$802K -$97.5K -2,409 -11%
FC
1644
Fayerweather Charles
$800K -$47.5K -1,174 -6%
TIC
1645
Trees Investment Counsel
Illinois
$795K -$32.4K -800 -4%
CA
1646
Capital Advantage
California
$794K +$1.13K +28 +0.1%
BPCE
1647
Bank Pictet & Cie (Europe)
Germany
$785K +$496K +12,260 +187%
CL
1648
Choreo LLC
Illinois
$782K -$12K -296 -2%
CAM
1649
CMT Asset Management
Illinois
$782K +$759K +18,753 New
MIP
1650
Marietta Investment Partners
Wisconsin
$781K -$13.4K -330 -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.