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Mitsubishi UFJ Financial
MUFG

203 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $751M → $824M (+$73.2M)

5% more funds holding

Funds holding: 194 → 203 (+9)

0.09% less ownership

Funds ownership: 3.26% → 3.17% (-0.09%)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
77
Reduced
57
Closed
17
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$28.5M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$5.45M
2
CAM
Capstone Asset Management
Texas
+$4.12M
3
HH
Hilltop Holdings
Texas
+$2.99M
4
Northern Trust
Northern Trust
Illinois
+$2.95M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.19M

Top Sellers

Rank Fund Capital Flow
1
JG
Jefferies Group
New York
-$11.2M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.14M
3
Goldman Sachs
Goldman Sachs
New York
-$9.04M
4
Aristotle Capital Management
Aristotle Capital Management
California
-$4.97M
5
Bank of America
Bank of America
North Carolina
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
26
Northroad Capital Management
New York
$5.69M -$542K -91,276 -9%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$5.56M -$71K -11,957 -1%
Comerica Bank
28
Comerica Bank
Texas
$4.91M -$3.4M -573,285 -42%
BTS
29
BB&T Securities
Virginia
$4.81M +$366K +61,583 +391%
DVM
30
Dreman Value Management
Florida
$4.74M -$453K -76,289 -9%
RCM
31
Riverhead Capital Management
Delaware
$4.59M – – –
WAM
32
World Asset Management
Michigan
$4.47M -$42.8K -7,206 -1%
CI
33
Cambiar Investors
Colorado
$4.18M -$1.22M -205,300 -23%
FWCM
34
Ferguson Wellman Capital Management
Oregon
$4.18M +$814K +137,165 +26%
TWI
35
Thomas White International
Illinois
$4.07M +$92K +15,494 +2%
Invesco
36
Invesco
Georgia
$4.03M +$202K +33,962 +6%
RJA
37
Raymond James & Associates
Florida
$3.74M +$219K +36,944 +7%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$3.6M -$9.14M -1,540,401 -73%
NCA
39
New Century Advisors
Maryland
$3.52M +$892K +150,300 +36%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.43M +$177K +29,881 +6%
William Blair & Company
41
William Blair & Company
Illinois
$3.4M +$261K +43,988 +9%
HH
42
Hilltop Holdings
Texas
$3.14M +$2.99M +504,580 New
JFL
43
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.08M +$68.3K +11,501 +2%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$2.81M +$262K +44,202 +11%
SBAM
45
Santa Barbara Asset Management
California
$2.69M +$681K +114,665 +36%
M&T Bank
46
M&T Bank
New York
$2.66M +$872K +146,978 +52%
WIS
47
Wright Investors Service
Connecticut
$2.56M +$1.4M +235,602 +133%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.41M +$2.19M +369,243 +1,959%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$2.37M +$1.42M +238,447 +168%
Millennium Management
50
Millennium Management
New York
$2.21M +$701K +118,176 +50%
1
2
3 4 5

MUFG Hedge Fund Activity: Q1 2015 in Review

203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2015, worth a combined $824M — up 9.7% from $751M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.45M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.2M sold.

  • 203 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2015, up from 194 in Q4 2014.
  • Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2015, up 9.7% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q1 2015 and 17 closed out, a net change of +12 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2015 was Renaissance Technologies, an estimated $5.45M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2015 was Jefferies Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2015.