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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
Flossbach Von Storch
151
Flossbach Von Storch
Germany
$245M -$6.02M -148,850 -2%
PAMU
152
Pictet Asset Management (UK)
United Kingdom
$241M -$22.1M -545,381 -9%
KCM
153
Kensico Capital Management
Connecticut
$239M +$13.4M +330,000 +6%
BGIM
154
Brandywine Global Investment Management
Pennsylvania
$238M +$29.1M +720,132 +14%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$237M +$7.31M +180,731 +3%
US Bancorp
156
US Bancorp
Minnesota
$237M -$3.05M -75,417 -1%
EIG
157
EdgePoint Investment Group
Ontario, Canada
$228M -$11.9M -295,119 -5%
Citadel Advisors
158
Citadel Advisors
Florida
$226M +$118M +2,921,508 +117%
SCCM
159
Schafer Cullen Capital Management
New York
$223M -$5.36M -132,545 -2%
OTPPB
160
Ontario Teachers' Pension Plan Board
Ontario, Canada
$213M +$14.2M +351,980 +7%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$212M +$4.97M +122,857 +2%
Credit Agricole
162
Credit Agricole
France
$206M -$141M -3,483,829 -41%
DCM
163
Discovery Capital Management
Connecticut
$204M +$198M +4,896,650 New
BWA
164
Brave Warrior Advisors
New York
$202M +$34.6M +854,783 +21%
Aviva
165
Aviva
United Kingdom
$197M -$1.95M -48,159 -1%
State of Tennessee, Department of Treasury
166
State of Tennessee, Department of Treasury
Tennessee
$197M -$7.37M -182,017 -4%
GIM
167
Generation Investment Management
United Kingdom
$197M +$191M +4,720,320 New
IVA
168
International Value Advisers
$196M -$262K -6,463 -0.1%
Korea Investment Corp
169
Korea Investment Corp
South Korea
$195M -$3.91M -96,700 -2%
ACI
170
AMP Capital Investors
Australia
$193M -$1.43M -35,407 -0.8%
H
171
Hexavest
Quebec, Canada
$192M +$3.67M +90,682 +2%
HCM
172
Herndon Capital Management
Georgia
$189M -$7.15M -176,638 -4%
SI
173
Sentry Investments
Ontario, Canada
$188M -$13.3M -328,000 -7%
MLICM
174
Metropolitan Life Insurance Company (MetLife)
New York
$188M -$14.3M -353,174 -7%
Jennison Associates
175
Jennison Associates
New York
$187M +$1.38M +34,209 +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.