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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
PMAM
1976
Picton Mahoney Asset Management
Ontario, Canada
$14.9K -$18.5M -456,000 -56%
AIM
1977
Acuity Investment Management
Ontario, Canada
$13K -$8.09K -200 -40%
GGHC
1978
Gilder Gagnon Howe & Co
New York
$13K +$12.1K +300 New
JAM
1979
Jolley Asset Management
North Carolina
$9K
GC
1980
Globeflex Capital
California
$7K -$405 -10 -5%
OSAM
1981
O'Shaughnessy Asset Management
Connecticut
$6K
SMG
1982
Spectrum Management Group
Indiana
$5K
IFWM
1983
Institute for Wealth Management
Colorado
$5K +$405 +10 +9%
PSC
1984
Prentiss Smith & Co
Vermont
$4K +$3.88K +96 New
Group One Trading
1985
Group One Trading
Illinois
$4K +$4.05K +100 New
NIM
1986
NuWave Investment Management
New Jersey
$3K -$193K -4,772 -98%
NDSI
1987
Newman Dignan & Sheerar Inc
Rhode Island
$2.33K -$225K -5,565 -9%
SAM
1988
Shamrock Asset Management
Texas
$2K
SCM
1989
Siphron Capital Management
California
$2K
ACM
1990
Antonetti Capital Management
Florida
$1K -$8.09K -200 -89%
SSA
1991
South Street Advisors
New York
$300
GCM
1992
Glenview Capital Management
New York
-$102M -2,487,967 Closed
DRZID
1993
DePrince Race & Zollo Inc (DRZ)
Florida
-$71.3M -1,739,625 Closed
DFO
1994
Duquesne Family Office
New York
-$70.7M -1,724,200 Closed
PSAMP
1995
P. Schoenfeld Asset Management (PSAM)
New York
-$25.6M -623,387 Closed
Jane Street
1996
Jane Street
New York
-$22.8M -557,102 Closed
DLPIC
1997
Davide Leone & Partners Investment Company
United Kingdom
-$18.8M -465,000 Closed
TGI
1998
Tradewinds Global Investors
California
-$16.8M -410,923 Closed
JCP
1999
Jabre Capital Partners
Switzerland
-$11.2M -300,000 Closed
Two Sigma Advisers
2000
Two Sigma Advisers
New York
-$8.77M -216,594 Closed

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.