Mitsubishi UFJ Financial
MUFG
235 hedge funds and large institutions have $1.09B invested in Mitsubishi UFJ Financial in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 25 closing their positions.
233% more call options, than puts
Call options by funds: $10K | Put options by funds: $3K
53% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 64
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
3% more funds holding
Funds holding: 228 → 235 (+7)
0.08% more ownership
Funds ownership: 1.42% → 1.5% (+0.08%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $1.14B → $1.09B (-$53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$21.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.55M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.15M |
| 4 |
Goldman Sachs
New York
|
+$3.09M |
| 5 |
IPAM
ICICI Prudential Asset Management
Mumbai,
India
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.21M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.72M |
| 3 |
Renaissance Technologies
New York
|
-$1.9M |
| 4 |
BlackRock
New York
|
-$1.81M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOW
251
State of Wyoming
Cheyenne,
Wyoming
| – | -$12K | -2,086 | Closed |
|
|
BMD
252
Better Money Decisions
Santa Fe,
New Mexico
| – | -$10K | -1,756 | Closed |
|
|
GRP
253
Global Retirement Partners
San Rafael,
California
| – | -$10K | -1,607 | Closed |
|
|
KIG
254
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$8K | -1,401 | Closed |
|
|
LWM
255
Liberty Wealth Management
Oakland,
California
| – | -$6K | -1,054 | Closed |
|
|
DOA
256
D'Orazio & Associates
Falls Church,
Virginia
| – | -$5K | -798 | Closed |
|
257
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$4K | -655 | Closed |
|
|
TLFA
258
True Link Financial Advisors
San Francisco,
California
| – | -$2K | -300 | Closed |
|
MUFG Hedge Fund Activity: Q4 2021 in Review
235 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2021, worth a combined $1.09B — down 4.7% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new MUFG positions and 25 closed out — a net gain of 10 holders — while 98 added to existing stakes and 64 trimmed.
The largest buyer was Aristotle Capital Management, adding an estimated $21.8M. The largest seller was Wellington Management Group, cutting an estimated $8.21M.
- 235 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2021, up from 228 in Q3 2021.
- Funds reported $1.09B of Mitsubishi UFJ Financial stock for Q4 2021, down 4.7% quarter-over-quarter.
- 35 funds opened new Mitsubishi UFJ Financial positions in Q4 2021 and 25 closed out, a net change of +10 holders.
- The largest Mitsubishi UFJ Financial buyer in Q4 2021 was Aristotle Capital Management, an estimated $21.8M added.
- The largest Mitsubishi UFJ Financial seller in Q4 2021 was Wellington Management Group, an estimated $8.21M sold.
Based on aggregated 13F filings for Q4 2021.