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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
WA
1776
WealthTrust-Arizona
Arizona
$454K -$7.25K -179 -2%
IF
1777
IRON Financial
Illinois
$452K -$40.3K -996 -8%
VNB
1778
Valley National Bancorp
New York
$452K -$6.07K -150 -1%
BII
1779
Baring International Investment
United Kingdom
$447K
RU
1780
RobecoSam USA
New York
$446K -$18.9K -468 -4%
TC
1781
TradeLink Capital
Illinois
$446K +$433K +10,700 New
SAM
1782
Summit Asset Management
Tennessee
$445K -$3.52K -87 -0.8%
FCFC
1783
First Commonwealth Financial Corp
Pennsylvania
$442K -$213K -5,261 -33%
NFC
1784
Northeast Financial Consultants
Connecticut
$442K +$113K +2,800 +36%
AI
1785
Accredited Investors
Minnesota
$441K -$14.4K -357 -3%
TSWM
1786
Triangle Securities Wealth Management
North Carolina
$438K +$84.4K +2,085 +25%
MWM
1787
Merriman Wealth Management
Washington
$437K -$422K -10,415 -53%
BCM
1788
Bares Capital Management
Texas
$436K
CL
1789
Croft-Leominster
Maryland
$435K -$8.22K -203 -2%
NYLT
1790
New York Life Trust
New York
$434K -$9.75K -241 -2%
VAS
1791
Valicenti Advisory Services
New York
$434K +$2.19K +54 +0.5%
GVT
1792
Genesee Valley Trust
New York
$433K -$28.7K -710 -6%
MSU
1793
Mizuho Securities USA
New York
$432K +$419K +10,349 New
SAA
1794
Southeast Asset Advisors
Georgia
$426K +$16.3K +403 +4%
LGC
1795
Laurel Grove Capital
California
$421K -$16.1K -398 -4%
CIS
1796
Capital International Sarl
California
$421K +$105K +2,600 +35%
HFM
1797
Hartford Financial Management
Connecticut
$419K +$14.4K +356 +4%
NBC
1798
Neuberger Berman Canada
Ontario, Canada
$413K -$109K -2,700 -21%
EWM
1799
Evermay Wealth Management
Virginia
$413K +$166K +4,100 +71%
HMS
1800
Hanseatic Management Services
New Mexico
$410K +$398K +9,840 New

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.