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Micron Technology

646 hedge funds and large institutions have $18.1B invested in Micron Technology in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 269 increasing their positions, 241 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 241

2% less call options, than puts

Call options by funds: $1.45B | Put options by funds: $1.48B

9% less funds holding

Funds holding: 708646 (-62)

34% less capital invested

Capital invested by funds: $27.5B → $18.1B (-$9.39B)

40% less funds holding in top 10

Funds holding in top 10: 4225 (-17)

43% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 127

Holders
646
Holders Change
-62
Holders Change %
-8.76%
% of All Funds
17.4%
Holding in Top 10
25
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-40.48%
% of All Funds
0.67%
New
73
Increased
269
Reduced
241
Closed
127
Calls
$1.45B
Puts
$1.48B
Net Calls
-$31.4M
Net Calls Change
+$201M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$170M +$87.5M +3,284,014 +57%
IAM
27
Iridian Asset Management
Connecticut
$160M +$35.8M +1,342,170 +19%
SC
28
Sculptor Capital
New York
$148M -$143M -5,357,383 -41%
AAM
29
Amerigo Asset Management
Cayman Islands
$148M -$39M -1,461,378 -16%
Bank of America
30
Bank of America
North Carolina
$146M +$23.5M +879,783 +13%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$143M -$5.67M -212,869 -3%
APG Asset Management
32
APG Asset Management
Netherlands
$142M +$889K +33,339 +0.4%
UBS AM
33
UBS AM
Illinois
$136M +$23.9M +896,113 +14%
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$134M +$75.9M +2,847,906 +67%
JP Morgan Chase
35
JP Morgan Chase
New York
$133M -$66.5M -2,496,497 -26%
UBS Group
36
UBS Group
Switzerland
$121M +$140M +5,248,926 +454%
TIM
37
Thornburg Investment Management
New Mexico
$118M +$32.3M +1,212,138 +24%
HSBC Holdings
38
HSBC Holdings
United Kingdom
$117M +$117M +4,402,545 +248%
SIM
39
Stelliam Investment Management
New York
$116M +$24.1M +902,500 +17%
TCIM
40
TIAA CREF Investment Management
New York
$114M -$45.8M -1,717,410 -22%
IIM
41
Ivory Investment Management
New York
$105M +$112M +4,187,570 +298%
BIM
42
BlackRock Investment Management
Delaware
$104M +$2.54M +95,205 +2%
BA
43
BlackRock Advisors
Delaware
$103M +$20M +751,519 +16%
Wells Fargo
44
Wells Fargo
California
$98.5M -$107M -3,998,102 -43%
Citadel Advisors
45
Citadel Advisors
Florida
$98.3M -$125M -4,695,063 -47%
Two Sigma Investments
46
Two Sigma Investments
New York
$96.5M +$86.7M +3,254,199 +174%
American Century Companies
47
American Century Companies
Missouri
$94.9M +$63.9M +2,397,411 +91%
HAM
48
HHR Asset Management
New Jersey
$83.3M +$9.02M +338,400 +8%
Ameriprise
49
Ameriprise
Minnesota
$81.2M +$38.9M +1,458,961 +51%
Legal & General Group
50
Legal & General Group
United Kingdom
$78.4M +$2.36M +88,642 +2%

MU Hedge Fund Activity: Q2 2015 in Review

646 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Micron Technology (MU) for Q2 2015, worth a combined $18.1B — down 34% from $27.5B a quarter earlier.

Sellers outnumbered buyers: 127 funds closed out of MU and 73 opened new positions — a net loss of 54 holders — while 241 trimmed existing stakes and 269 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $251M. The largest seller was Viking Global Investors, exiting entirely with an estimated $845M sold.

  • 646 institutional investors held Micron Technology (MU) as of Q2 2015, down from 708 in Q1 2015.
  • Funds reported $18.1B of Micron Technology stock for Q2 2015, down 34% quarter-over-quarter.
  • 73 funds opened new Micron Technology positions in Q2 2015 and 127 closed out, a net change of -54 holders.
  • The largest Micron Technology buyer in Q2 2015 was T. Rowe Price Associates, an estimated $251M added.
  • The largest Micron Technology seller in Q2 2015 was Viking Global Investors, an estimated $845M sold.

Based on aggregated 13F filings for Q2 2015.