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Mitsubishi UFJ Financial

213 hedge funds and large institutions have $883M invested in Mitsubishi UFJ Financial in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 90 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 65

0.05% more ownership

Funds ownership: 3.43%3.48% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $12K | Put options by funds: $12K

4% less funds holding

Funds holding: 222213 (-9)

14% less capital invested

Capital invested by funds: $1.03B → $883M (-$146M)

27% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 26

Holders
213
Holders Change
-9
Holders Change %
-4.05%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
19
Increased
90
Reduced
65
Closed
26
Calls
$12K
Puts
$12K
Net Calls
Net Calls Change
-$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$6.03M +$912K +134,706 +16%
CI
27
Cambiar Investors
Colorado
$6.02M +$2.05M +303,425 +44%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$5.65M +$40.9K +6,045 +0.7%
NCM
29
Northroad Capital Management
New York
$5.46M -$272K -40,124 -4%
Comerica Bank
30
Comerica Bank
Texas
$5.09M -$5.88M -869,049 -51%
SBAM
31
Santa Barbara Asset Management
California
$5.03M +$2.65M +391,765 +90%
FWCM
32
Ferguson Wellman Capital Management
Oregon
$4.61M +$207K +30,640 +4%
RCM
33
Riverhead Capital Management
Delaware
$4.49M
WAM
34
World Asset Management
Michigan
$4.47M +$402K +59,447 +9%
Lazard Asset Management
35
Lazard Asset Management
New York
$4.34M -$2.3M -339,279 -32%
Invesco
36
Invesco
Georgia
$4.01M -$155K -22,971 -3%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$3.94M +$477K +70,450 +12%
GCC
38
Guardian Capital (Canada)
Ontario, Canada
$3.78M +$2M +295,498 +91%
GT
39
Glenmede Trust
Pennsylvania
$3.74M +$1.6M +235,800 +62%
GC
40
Gratry & Company
Ohio
$3.64M -$48.2K -7,120 -1%
SB
41
Suntrust Banks
Georgia
$3.58M +$723K +106,864 +22%
William Blair & Company
42
William Blair & Company
Illinois
$3.53M -$770K -113,782 -16%
NCA
43
New Century Advisors
Maryland
$3.44M
Ameriprise
44
Ameriprise
Minnesota
$3.23M +$1.89M +278,614 +111%
William Blair Investment Management
45
William Blair Investment Management
Illinois
$3.13M +$3.48M +513,736 New
HH
46
Hilltop Holdings
Texas
$3.13M +$1.1M +162,070 +46%
JFL
47
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.01M +$13.9K +2,052 +0.4%
FM
48
Forward Management
California
$3M +$3.34M +492,901 New
Natixis Advisors
49
Natixis Advisors
Massachusetts
$2.88M +$22K +3,247 +0.7%
SC
50
SouthState Corp
Florida
$2.85M -$67.5K -9,972 -2%

MUFG Hedge Fund Activity: Q3 2015 in Review

213 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2015, worth a combined $883M — down 14% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MUFG and 19 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 90 added.

The largest buyer was Bank of America, adding an estimated $84.2M. The largest seller was Comerica Bank, cutting an estimated $5.88M.

  • 213 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2015, down from 222 in Q2 2015.
  • Funds reported $883M of Mitsubishi UFJ Financial stock for Q3 2015, down 14% quarter-over-quarter.
  • 19 funds opened new Mitsubishi UFJ Financial positions in Q3 2015 and 26 closed out, a net change of -7 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2015 was Bank of America, an estimated $84.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2015 was Comerica Bank, an estimated $5.88M sold.

Based on aggregated 13F filings for Q3 2015.