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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $963M invested in Mitsubishi UFJ Financial in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57,400% more call options, than puts

Call options by funds: $575K | Put options by funds: $1K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

81% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 47

12% more funds holding

Funds holding: 192 → 215 (+23)

8% more capital invested

Capital invested by funds: $889M → $963M (+$74.1M)

0.04% less ownership

Funds ownership: 0.97% → 0.93% (-0.04%)

Holders
215
Holders Change
+23
Holders Change %
+11.98%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
85
Reduced
47
Closed
23
Calls
$575K
Puts
$1K
Net Calls
+$574K
Net Calls Change
+$321K

Top Buyers

Rank Fund Capital Flow
1
JG
Jefferies Group
New York
+$14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.6M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$9.23M
4
TAM
Todd Asset Management
Kentucky
+$4.87M
5
HBWM
Hollow Brook Wealth Management
New York
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$44.6M
2
Bank of America
Bank of America
North Carolina
-$9.71M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.17M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.35M
5
TIM
Thornburg Investment Management
New Mexico
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
26
Cambiar Investors
Colorado
$4.09M -$341K -50,000 -8%
JFL
27
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.04M +$136K +19,961 +4%
Calamos Advisors
28
Calamos Advisors
Illinois
$3.82M +$3.58M +525,600 New
HH
29
Hilltop Holdings
Texas
$3.77M +$3.53M +518,084 New
Millennium Management
30
Millennium Management
New York
$3.6M -$6.68M -980,203 -66%
BAMCO Inc
31
BAMCO Inc
New York
$3.59M +$1.82M +267,000 +118%
Citigroup
32
Citigroup
New York
$3.51M +$2.1M +308,754 +178%
GT
33
Glenmede Trust
Pennsylvania
$3.3M -$1.33M -194,589 -30%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.21M +$309K +45,402 +11%
SIA
35
Sit Investment Associates
Minnesota
$3.12M -$72.3K -10,600 -2%
Invesco
36
Invesco
Georgia
$3.01M +$69.6K +10,213 +3%
NAM
37
NorthCoast Asset Management
Connecticut
$2.98M +$58.8K +8,632 +2%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$2.71M +$6.04K +886 +0.2%
SB
39
Suntrust Banks
Georgia
$2.6M +$2.04M +298,899 +506%
GCAC
40
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.5M +$266K +39,065 +14%
AAM
41
Advisors Asset Management
Colorado
$2.48M +$497K +72,855 +27%
Renaissance Technologies
42
Renaissance Technologies
New York
$2.4M -$8.35M -1,225,638 -79%
OAM
43
Oppenheimer Asset Management
New York
$2.32M – – –
ACC
44
Accident Compensation Corp
New Zealand
$2.32M +$205K +30,000 +10%
GC
45
Gratry & Company
Ohio
$2.29M +$2.15M +314,815 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$2.27M +$425K +62,338 +25%
NMC
47
Nine Masts Capital
Hong Kong
$2.19M -$1.25M -184,016 -38%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$2.12M +$79.9K +11,726 +4%
Stifel Financial
49
Stifel Financial
Missouri
$2.09M +$1.01M +147,482 +106%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$2.08M +$229K +33,616 +13%
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MUFG Hedge Fund Activity: Q4 2017 in Review

215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2017, worth a combined $963M — up 8.3% from $889M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MUFG positions and 23 closed out — a net gain of 23 holders — while 85 added to existing stakes and 47 trimmed.

The largest buyer was Jefferies Group, adding an estimated $14M. The largest seller was Fisher Asset Management, cutting an estimated $44.6M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2017, up from 192 in Q3 2017.
  • Funds reported $963M of Mitsubishi UFJ Financial stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 46 funds opened new Mitsubishi UFJ Financial positions in Q4 2017 and 23 closed out, a net change of +23 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2017 was Jefferies Group, an estimated $14M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2017 was Fisher Asset Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2017.