Mitsubishi UFJ Financial
MUFG
189 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 77 reducing their positions, and 22 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0.04% less ownership
Funds ownership: 3.61% → 3.57% (-0.04%)
4% less funds holding
Funds holding: 197 → 189 (-8)
19% less capital invested
Capital invested by funds: $1.02B → $824M (-$197M)
23% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 22
32% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 77
100% less call options, than puts
Call options by funds: $2.35M | Put options by funds: $30.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$14.7M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
+$13.5M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$9.25M |
| 4 |
JP Morgan Chase
New York
|
+$6.73M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$6.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$20.1M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$17.5M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$13.2M |
| 4 |
Renaissance Technologies
New York
|
-$4.32M |
| 5 |
Neuberger Berman Group
New York
|
-$4.22M |
MUFG Hedge Fund Activity: Q1 2014 in Review
189 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2014, worth a combined $824M — down 19% from $1.02B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of MUFG and 17 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 52 added.
The largest buyer was Northern Trust, adding an estimated $14.7M. The largest seller was Thornburg Investment Management, cutting an estimated $20.1M.
- 189 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2014, down from 197 in Q4 2013.
- Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2014, down 19% quarter-over-quarter.
- 17 funds opened new Mitsubishi UFJ Financial positions in Q1 2014 and 22 closed out, a net change of -5 holders.
- The largest Mitsubishi UFJ Financial buyer in Q1 2014 was Northern Trust, an estimated $14.7M added.
- The largest Mitsubishi UFJ Financial seller in Q1 2014 was Thornburg Investment Management, an estimated $20.1M sold.
Based on aggregated 13F filings for Q1 2014.