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Mitsubishi UFJ Financial
MUFG

194 hedge funds and large institutions have $751M invested in Mitsubishi UFJ Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $3.07M

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 191 → 194 (+3)

0.08% less ownership

Funds ownership: 3.34% → 3.26% (-0.08%)

4% less capital invested

Capital invested by funds: $782M → $751M (-$30.6M)

30% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 80

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
56
Reduced
80
Closed
21
Calls
$31.6M
Puts
$3.07M
Net Calls
+$28.5M
Net Calls Change
-$2.1M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$6.93M
2
Goldman Sachs
Goldman Sachs
New York
+$5.1M
3
GE
General Electric
Ohio
+$4.87M
4
Comerica Bank
Comerica Bank
Texas
+$3.76M
5
CAM
Capstone Asset Management
Texas
+$3.62M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$29.4M
2
TAM
Tocqueville Asset Management
New York
-$14.9M
3
BIP
Brandes Investment Partners
California
-$4.19M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
26
Northroad Capital Management
New York
$5.57M -$590K -105,953 -10%
Renaissance Technologies
27
Renaissance Technologies
New York
$5.31M -$3.1M -556,407 -37%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$5.05M -$51.1K -9,171 -1%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$5.01M +$623K +111,884 +14%
CI
30
Cambiar Investors
Colorado
$4.86M -$1.67M -299,750 -25%
GE
31
General Electric
Ohio
$4.83M +$4.87M +873,863 New
DVM
32
Dreman Value Management
Florida
$4.63M -$1.01M -180,411 -18%
RCM
33
Riverhead Capital Management
Delaware
$4.08M – – –
WAM
34
World Asset Management
Michigan
$4.02M -$29.9K -5,363 -0.7%
TWI
35
Thomas White International
Illinois
$3.54M +$363K +65,147 +11%
Wells Fargo
36
Wells Fargo
California
$3.42M +$3.09M +553,917 +860%
Invesco
37
Invesco
Georgia
$3.39M -$18.1K -3,254 -0.5%
OMC
38
Old Mission Capital
Illinois
$3.15M +$3.17M +569,353 New
RJA
39
Raymond James & Associates
Florida
$3.12M +$618K +110,950 +25%
FWCM
40
Ferguson Wellman Capital Management
Oregon
$2.96M +$2.98M +535,540 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$2.89M -$715K -128,242 -20%
William Blair & Company
42
William Blair & Company
Illinois
$2.78M -$5.47K -981 -0.2%
SC
43
Saturna Capital
Washington
$2.77M – – –
HJGA
44
Hardman Johnston Global Advisors
Connecticut
$2.69M -$79.3K -14,240 -3%
JFL
45
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.67M -$162K -29,096 -6%
WI
46
WBI Investments
New Jersey
$2.66M +$2.68M +481,586 New
NCA
47
New Century Advisors
Maryland
$2.29M +$2.31M +415,000 New
Natixis Advisors
48
Natixis Advisors
Massachusetts
$2.25M +$406K +72,893 +22%
VKH
49
Virtu KCG Holdings
New York
$2M -$294K -52,840 -13%
SBAM
50
Santa Barbara Asset Management
California
$1.76M -$17.8K -3,187 -1%
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MUFG Hedge Fund Activity: Q4 2014 in Review

194 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2014, worth a combined $751M — down 3.9% from $782M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MUFG positions and 21 closed out — a net gain of 4 holders — while 56 added to existing stakes and 80 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.93M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $29.4M sold.

  • 194 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2014, up from 191 in Q3 2014.
  • Funds reported $751M of Mitsubishi UFJ Financial stock for Q4 2014, down 3.9% quarter-over-quarter.
  • 25 funds opened new Mitsubishi UFJ Financial positions in Q4 2014 and 21 closed out, a net change of +4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2014 was Northern Trust, an estimated $6.93M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2014 was Thornburg Investment Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2014.