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Mitsubishi UFJ Financial

192 hedge funds and large institutions have $889M invested in Mitsubishi UFJ Financial in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 1.02%0.97% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 66

2% less funds holding

Funds holding: 196192 (-4)

9% less capital invested

Capital invested by funds: $978M → $889M (-$88.6M)

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
64
Reduced
66
Closed
24
Calls
$253K
Puts
Net Calls
+$253K
Net Calls Change
+$218K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$4.97M +$113K +17,864 +2%
CS
27
Credit Suisse
Switzerland
$4.75M +$3.71M +586,716 +389%
SEI Investments
28
SEI Investments
Pennsylvania
$4.36M +$157K +24,811 +4%
GT
29
Glenmede Trust
Pennsylvania
$4.17M -$2.99M -473,075 -42%
CI
30
Cambiar Investors
Colorado
$3.95M +$3.87M +613,215 New
JG
31
Jefferies Group
New York
$3.89M +$3.81M +603,920 New
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$3.53M +$1.77M +280,127 +105%
JFL
33
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.45M +$184K +29,073 +6%
Deutsche Bank
34
Deutsche Bank
Germany
$3.29M -$933K -147,768 -22%
NMC
35
Nine Masts Capital
Hong Kong
$3.13M +$2.05M +324,532 +206%
SIA
36
Sit Investment Associates
Minnesota
$2.83M -$47.5K -7,525 -2%
Invesco
37
Invesco
Georgia
$2.6M -$54.8K -8,673 -2%
NAM
38
NorthCoast Asset Management
Connecticut
$2.58M +$2.53M +401,313 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.55M +$93.1K +14,733 +4%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$2.39M -$3.79M -599,589 -62%
OAM
41
Oppenheimer Asset Management
New York
$2.32M +$604K +95,625 +36%
ACC
42
Accident Compensation Corp
New Zealand
$1.86M -$189K -30,000 -9%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$1.8M -$44K -6,959 -2%
GCAC
44
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.78M +$256K +40,575 +17%
AAM
45
Advisors Asset Management
Colorado
$1.73M +$219K +34,691 +15%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.63M -$4.69K -742 -0.3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.61M -$55.8K -8,839 -3%
ANI
48
American National Insurance
Texas
$1.59M
Bank of New York Mellon
49
Bank of New York Mellon
New York
$1.53M -$160K -25,336 -10%
Wells Fargo
50
Wells Fargo
California
$1.53M +$612K +96,926 +69%

MUFG Hedge Fund Activity: Q3 2017 in Review

192 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2017, worth a combined $889M — down 9.1% from $978M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MUFG positions and 24 closed out — a net gain of 2 holders — while 64 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.99M. The largest seller was Thornburg Investment Management, cutting an estimated $25.9M.

  • 192 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2017, down from 196 in Q2 2017.
  • Funds reported $889M of Mitsubishi UFJ Financial stock for Q3 2017, down 9.1% quarter-over-quarter.
  • 26 funds opened new Mitsubishi UFJ Financial positions in Q3 2017 and 24 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2017 was Wellington Management Group, an estimated $8.99M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2017 was Thornburg Investment Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2017.