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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
SIC
1676
Shoker Investment Counsel
Ohio
$698K +$5.87K +145 +0.9%
LWI
1677
Long Wharf Investors
Massachusetts
$697K +$18.2K +450 +3%
BA
1678
Birinyi Associates
Connecticut
$696K
HH
1679
Hilltop Holdings
Texas
$695K +$146K +3,616 +28%
HHGA
1680
Halbert Hargrove Global Advisors
California
$691K +$12.7K +314 +2%
EAM
1681
Evanson Asset Management
California
$681K +$728 +18 +0.1%
GAM
1682
Gotham Asset Management
New York
$680K -$7.42M -183,284 -92%
GAG
1683
GM Advisory Group
New York
$678K -$59K -1,459 -8%
AA
1684
ALPS Advisors
Colorado
$667K +$15.7K +388 +2%
APCM
1685
Arbiter Partners Capital Management
New York
$667K +$80.9K +2,000 +14%
NFG
1686
Nadler Financial Group
Illinois
$664K -$27.4K -677 -4%
FIM
1687
Freedom Investment Management
Connecticut
$663K -$62.6K -1,547 -9%
BHC
1688
Bowen Hanes & Co
Florida
$663K -$30.4K -750 -5%
BAAM
1689
Baker Avenue Asset Management
California
$660K +$640K +15,818 New
WPP
1690
Whalerock Point Partners
Rhode Island
$649K +$8.5K +210 +1%
PG
1691
PEAK6 Group
Illinois
$642K -$3.11M -76,907 -83%
PI
1692
Pettee Investors
Connecticut
$642K
HA
1693
Halsey Associates
Connecticut
$641K
AIC
1694
Atlantic Investment Company
Georgia
$635K
IOOF
1695
Independent Order of Foresters
Ontario, Canada
$634K
CAM
1696
Cacti Asset Management
Georgia
$627K
RC
1697
Reik & Co
New York
$627K +$100K +2,475 +20%
DIP
1698
DT Investment Partners
Pennsylvania
$626K +$70.6K +1,745 +13%
PHAM
1699
Palisades Hudson Asset Management
Florida
$625K -$5.63K -139 -0.9%
NCA
1700
New Century Advisors
Maryland
$622K -$3.24M -80,080 -84%

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.