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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
TCM
1901
TD Capital Management
Tennessee
$243K -$10.2K -251 -4%
ZAM
1902
Zevin Asset Management
Massachusetts
$243K
EWA
1903
Exencial Wealth Advisors
Oklahoma
$243K +$20.4K +505 +9%
DWM
1904
Destination Wealth Management
California
$243K +$36.1K +891 +18%
GA
1905
Glenhill Advisors
New York
$242K -$202K -4,990 -46%
BBPWM
1906
Blue Bell Private Wealth Management
Pennsylvania
$235K
RCM
1907
Reynolds Capital Management
Nevada
$234K +$24.3K +600 +12%
CIC
1908
Cornercap Investment Counsel
Georgia
$232K -$10.4M -257,501 -98%
NPPM
1909
North Point Portfolio Managers
Ohio
$230K
CS
1910
Comerica Securities
Michigan
$229K +$23.8K +587 +12%
NA
1911
Nottingham Advisors
New York
$224K +$3.85K +95 +2%
BC
1912
Banced Corp
Illinois
$224K +$13K +321 +6%
MUMSS
1913
Mitsubishi UFJ Morgan Stanley Securities
Japan
$223K -$121K -3,000 -36%
WCM
1914
Weatherstone Capital Management
Colorado
$222K
DFIM
1915
Detwiler Fenton Investment Management
Massachusetts
$219K -$101K -2,500 -32%
VIA
1916
Vantage Investment Advisors
Pennsylvania
$217K -$14.4K -356 -6%
CW
1917
Cabot-Wellington
Massachusetts
$215K
NA
1918
NSB Advisors
New York
$213K -$64.8K -1,600 -24%
GAM
1919
Gould Asset Management
California
$212K
ECM
1920
Ensemble Capital Management
California
$212K +$205K +5,075 New
TA
1921
TBP Advisors
New York
$211K -$387K -9,561 -65%
EA
1922
Elm Advisors
California
$211K
HFS
1923
Haverford Financial Services
Pennsylvania
$208K -$23.6K -584 -11%
SP
1924
Steelhead Partners
Washington
$206K
CA
1925
Cortland Associates
Missouri
$201K +$195K +4,810 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.