Mitsubishi UFJ Financial
MUFG
208 hedge funds and large institutions have $743M invested in Mitsubishi UFJ Financial in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 96 increasing their positions, 50 reducing their positions, and 28 closing their positions.
92% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 50
4% more capital invested
Capital invested by funds: $718M → $743M (+$25.3M)
0.06% more ownership
Funds ownership: 1.04% → 1.1% (+0.06%)
0% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 28
0% less funds holding
Funds holding: 209 → 208 (-1)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
98% less call options, than puts
Call options by funds: $1K | Put options by funds: $64K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$13.9M |
| 2 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$12.1M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$11.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.74M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LP
LMR Partners
London,
United Kingdom
|
-$30.7M |
| 2 |
CI
Cowen Inc
New York
|
-$13.8M |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$7.73M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.87M |
| 5 |
BAMCO Inc
New York
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WANY
226
Wealthspire Advisors (New York)
New York
| – | -$32K | -6,643 | Closed |
|
|
TRCT
227
Tower Research Capital (TRC)
New York
| – | -$19K | -3,976 | Closed |
|
|
CC
228
Claybrook Capital
Wellesley,
Massachusetts
| – | -$13K | -2,697 | Closed |
|
|
WDL
229
Well Done LLC
Holland,
Michigan
| – | -$13K | -2,697 | Closed |
|
|
PWMG
230
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$13K | -2,657 | Closed |
|
|
MOS
231
MGO One Seven
Beachwood,
Ohio
| – | -$11K | -2,542 | Closed |
|
|
HIIFS
232
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$2K | -400 | Closed |
|
233
Simplex Trading
Chicago,
Illinois
| – | -$1.27K | -244 | Closed |
|
|
FPFS
234
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -127 | Closed |
|
MUFG Hedge Fund Activity: Q1 2019 in Review
208 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2019, worth a combined $743M — up 3.5% from $718M a quarter earlier.
Fund positioning in MUFG was balanced in Q1 2019: 28 funds opened new positions, 28 closed out, 96 added to existing stakes and 50 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $13.9M. The largest seller was LMR Partners, cutting an estimated $30.7M.
- 208 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2019, down from 209 in Q4 2018.
- Funds reported $743M of Mitsubishi UFJ Financial stock for Q1 2019, up 3.5% quarter-over-quarter.
- 28 funds opened new Mitsubishi UFJ Financial positions in Q1 2019 and 28 closed out, a net change of 0 holders.
- The largest Mitsubishi UFJ Financial buyer in Q1 2019 was Parametric Portfolio Associates, an estimated $13.9M added.
- The largest Mitsubishi UFJ Financial seller in Q1 2019 was LMR Partners, an estimated $30.7M sold.
Based on aggregated 13F filings for Q1 2019.