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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
HP
1851
HT Partners
Connecticut
$315K -$36.2K -894 -11%
SCM
1852
Southport Capital Management
Tennessee
$312K +$12.8K +316 +4%
T
1853
TradeWorx
New Jersey
$312K +$303K +7,491 New
PCM
1854
Perkins Capital Management
Minnesota
$310K
LCM
1855
Lucas Capital Management
New Jersey
$309K +$20.2K +500 +7%
DA
1856
Dunvegan Associates
California
$308K -$13.2K -327 -4%
FI
1857
FCM Investments
Texas
$304K
HI
1858
Hudock Inc
Pennsylvania
$302K +$5.79K +143 +2%
RIG
1859
Renaissance Investment Group
Massachusetts
$301K +$6.88K +170 +2%
CP
1860
Coho Partners
Pennsylvania
$300K
GHAM
1861
Gilman Hill Asset Management
Connecticut
$297K -$57.5K -1,420 -17%
GA
1862
Geller Advisors
New York
$297K +$29.3K +723 +11%
Tudor Investment Corp
1863
Tudor Investment Corp
Connecticut
$296K +$56.7K +1,400 +25%
AA
1864
Alesco Advisors
New York
$294K -$607 -15 -0.2%
KPCM
1865
Kings Point Capital Management
New York
$293K +$61.5K +1,520 +28%
GAM
1866
Gemmer Asset Management
California
$290K +$1.34K +33 +0.5%
HCM
1867
Hengehold Capital Management
Ohio
$289K -$3.52K -87 -1%
PAS
1868
Professional Advisory Services
Florida
$289K +$64.8K +1,600 +30%
BCM
1869
Brown Capital Management
Maryland
$287K
JIP
1870
Jaffetilchin Investment Partners
Florida
$287K +$10.2K +251 +4%
RHBC
1871
R.H. Bluestein & Co
Michigan
$285K +$276K +6,824 New
FIM
1872
Fernwood Investment Management
Massachusetts
$284K -$46.9K -1,160 -15%
OIM
1873
Orca Investment Management
Oregon
$284K -$10.7K -265 -4%
FUBT
1874
First United Bank & Trust
Maryland
$283K +$16.9K +417 +7%
AWS
1875
Aris Wealth Services
Pennsylvania
$283K +$17.2K +426 +7%

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.