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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
MAS
1951
Madden Advisory Services
Florida
$81K +$15.2K +376 +24%
HF
1952
Hoxton Financial
West Virginia
$79K
FA
1953
Financial Advantage
Maryland
$67K
FMP
1954
Financial Management Professionals
Texas
$65K -$80.8K -1,997 -56%
TDC
1955
Thompson Davis & Co
Virginia
$59K +$10.4K +256 +22%
VCM
1956
Vigilant Capital Management
Maine
$56K -$33.4K -825 -38%
AWM
1957
Avior Wealth Management
Nebraska
$53K -$8.38K -207 -14%
PFG
1958
Piershale Financial Group
Illinois
$49K +$16.2K +400 +52%
CL
1959
CFS LLC
Oklahoma
$47K
CFA
1960
Camarda Financial Advisors
Florida
$45K -$211K -5,210 -83%
MDCM
1961
Morgan Dempsey Capital Management
Wisconsin
$44K
ECM
1962
Exchange Capital Management
Michigan
$43K -$40.8K -1,008 -50%
SAM
1963
Solaris Asset Management
New York
$42K
TCM
1964
Tributary Capital Management
Nebraska
$40K +$38.4K +950 New
AA
1965
AlphaMark Advisors
Kentucky
$36K +$16.2K +400 +87%
CAM
1966
Cortina Asset Management
Wisconsin
$35K +$33.6K +831 New
TI
1967
Turner Investments
Pennsylvania
$31K +$29.9K +740 New
PO
1968
Private Ocean
California
$29K
NMIS
1969
Northwestern Mutual Investment Services
Wisconsin
$29K +$13.7K +338 +97%
FPCG
1970
Fort Pitt Capital Group
Pennsylvania
$27.6K -$202 -5 -0.8%
WCM
1971
Wealthcare Capital Management
Virginia
$19K +$4.61K +114 +34%
FIG
1972
Fusion Investment Group
Pennsylvania
$18K -$187K -4,621 -92%
PFG
1973
Pacific Financial Group
Washington
$17K
CP
1974
Corbenic Partners
Pennsylvania
$17K +$121 +3 +0.7%
NHFG
1975
New Harbor Financial Group
Massachusetts
$15K

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.