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Strategy Inc
MSTR

129 hedge funds and large institutions have $679M invested in Strategy Inc in 2013 Q2 according to their latest regulatory filings, with 129 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $38.2M | Put options by funds: $10.3M

Holders
129
Holders Change
+129
Holders Change %
–
% of All Funds
4.21%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
129
Increased
–
Reduced
–
Closed
–
Calls
$38.2M
Puts
$10.3M
Net Calls
+$28M
Net Calls Change
+$28M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
101
OFI Advisors
Pennsylvania
$174K +$187K +19,970 New
MA
102
MUFG Americas
New York
$113K +$122K +13,000 New
MSA
103
Mason Street Advisors
Wisconsin
$108K +$116K +12,370 New
SO
104
STRS Ohio
Ohio
$96K +$103K +11,000 New
PI
105
PineBridge Investments
New York
$85K +$90.9K +9,720 New
ST
106
Spot Trading
Illinois
$80K +$86.1K +9,200 New
Teacher Retirement System of Texas
107
Teacher Retirement System of Texas
Texas
$54K +$57.7K +6,170 New
FHB
108
First Hawaiian Bank
Hawaii
$51K +$55K +5,880 New
SC
109
StellarOne Corp
Virginia
$35K +$37.4K +4,000 New
BC
110
Bartlett & Co
Ohio
$33K +$35.5K +3,800 New
JFGIW
111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K +$31.8K +3,400 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$28K +$29.7K +3,170 New
BlackRock
113
BlackRock
New York
$24K +$26.4K +2,820 New
ILIM
114
Irish Life Investment Managers
Ireland
$21.7K +$23.4K +2,500 New
OMCS
115
Old Mutual Customised Solutions
South Africa
$17K +$18.7K +2,000 New
AA
116
Apriem Advisors
California
$11K +$11.7K +1,250 New
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
$9K +$9.35K +1,000 New
WF
118
WealthTrust Fairport
Ohio
$9K +$9.35K +1,000 New
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$9K +$9.91K +1,060 New
Citigroup
120
Citigroup
New York
$8K +$8.32K +890 New
RIA
121
Regal Investment Advisors
Michigan
$8K +$8.42K +900 New
RFC
122
Russell Frank Company
Washington
$5K +$5.05K +540 New
Loomis, Sayles & Company
123
Loomis, Sayles & Company
Massachusetts
$4.37K +$4.7M +502,560 New
Creative Planning
124
Creative Planning
Kansas
$3K +$2.81K +300 New
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$3K +$3.37K +360 New
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5
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MSTR Hedge Fund Activity: Q2 2013 in Review

129 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Strategy Inc (MSTR) for Q2 2013, worth a combined $679M.

Buyers outnumbered sellers: 129 funds opened new MSTR positions and 0 closed out — a net gain of 129 holders — while 0 added to existing stakes and 0 trimmed.

  • 129 institutional investors held Strategy Inc (MSTR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $679M of Strategy Inc stock for Q2 2013.
  • 129 funds opened new Strategy Inc positions in Q2 2013 and 0 closed out, a net change of +129 holders.

Based on aggregated 13F filings for Q2 2013.