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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
WKA
1801
Wilson Kemp & Associates
Michigan
$409K -$99.2K -2,450 -20%
HJA
1802
Hugh Johnson Advisors
New York
$409K -$12.3K -305 -3%
ZCA
1803
Zeke Capital Advisors
Pennsylvania
$408K -$34.7K -857 -8%
CAL
1804
Capital Advisors Ltd
Ohio
$405K
UAS
1805
United Asset Strategies
New York
$401K +$26.1K +645 +7%
BCM
1806
Brookstone Capital Management
Illinois
$397K -$8.62K -213 -2%
MIU
1807
Man Investments (UK)
United Kingdom
$395K +$117K +2,887 +44%
NEPWA
1808
New England Private Wealth Advisors
Massachusetts
$392K +$24.2K +597 +7%
AWP
1809
Ascent Wealth Partners
New York
$391K
GWI
1810
Grace & White Inc
New York
$391K
SI
1811
Scout Investments
Missouri
$391K +$142K +3,500 +60%
EI
1812
EDMP Inc
Florida
$389K +$324 +8 +0.1%
CW
1813
Cobiz Wealth
Colorado
$383K +$3.52K +87 +1%
AT
1814
Arvest Trust
Oklahoma
$381K +$11.4K +281 +3%
CL
1815
CIM LLC
New York
$379K -$20.9K -516 -5%
VFP
1816
Verus Financial Partners
Virginia
$378K -$3.64K -90 -1%
WOC
1817
West Oak Capital
California
$378K
FMB
1818
Field & Main Bank
Kentucky
$377K +$11.1K +275 +3%
AL
1819
Aspiriant LLC
California
$375K +$364K +8,990 New
RCA
1820
Rex Capital Advisors
Rhode Island
$374K
AC
1821
Alexandria Capital
Virginia
$370K -$23.4K -579 -6%
ARM
1822
Adirondack Research & Management
New York
$368K
OAM
1823
Oberweis Asset Management
Illinois
$367K -$68.8K -1,699 -16%
S
1824
SignatureFD
Georgia
$366K -$24.3K -600 -6%
TNB
1825
Thomasville National Bank
Georgia
$362K +$36K +890 +11%

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.