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Mitsubishi UFJ Financial
MUFG

197 hedge funds and large institutions have $730M invested in Mitsubishi UFJ Financial in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $392K | Put options by funds: $60K

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $679M → $730M (+$51.5M)

0.01% more ownership

Funds ownership: 1.05% → 1.05% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 205 → 197 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
94
Reduced
45
Closed
32
Calls
$392K
Puts
$60K
Net Calls
+$332K
Net Calls Change
+$335K

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$20.6M
2
Goldman Sachs
Goldman Sachs
New York
+$12.4M
3
AG
Aperio Group
California
+$8.58M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.18M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.49M

Top Sellers

Rank Fund Capital Flow
1
HCM
Heathbridge Capital Management
Ontario, Canada
-$24.6M
2
NMC
Nine Masts Capital
Hong Kong
-$11.5M
3
LP
LMR Partners
United Kingdom
-$10.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.25M
5
BIP
Brandes Investment Partners
California
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$3.78M -$135K -27,559 -4%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$3.71M -$2.82M -574,994 -44%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$3.43M +$124K +25,213 +4%
Citigroup
29
Citigroup
New York
$2.82M +$1.14M +232,383 +72%
CAC
30
Cowen and Company
New York
$2.8M +$2.7M +551,800 New
JP Morgan Chase
31
JP Morgan Chase
New York
$2.71M +$121K +24,648 +5%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$2.46M +$468K +95,376 +25%
LPL Financial
33
LPL Financial
California
$2.39M +$903K +184,217 +64%
GCAC
34
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.3M +$200K +40,760 +10%
TAM
35
Tocqueville Asset Management
New York
$2.06M – – –
ACC
36
Accident Compensation Corp
New Zealand
$1.87M – – –
Stifel Financial
37
Stifel Financial
Missouri
$1.85M +$81.7K +16,673 +5%
NAM
38
NorthCoast Asset Management
Connecticut
$1.81M -$771K -157,315 -31%
SC
39
Saturna Capital
Washington
$1.78M +$735K +150,000 +75%
Truist Financial
40
Truist Financial
North Carolina
$1.69M +$93.4K +19,052 +6%
SB
41
Suntrust Banks
Georgia
$1.61M -$37.8K -7,717 -2%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.57M +$364K +74,354 +32%
MNBTD
43
Moody National Bank Trust Division
Texas
$1.28M +$9.28K +1,893 +0.8%
ANI
44
American National Insurance
Texas
$1.25M – – –
Invesco
45
Invesco
Georgia
$1.22M -$85.5K -17,441 -7%
JFL
46
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.18M +$5.56K +1,135 +0.5%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.11M +$1.04M +213,083 +3,605%
OMC
48
Old Mission Capital
Illinois
$1.08M -$288K -58,816 -22%
BC
49
Brinker Capital
Pennsylvania
$1.05M +$117K +23,809 +13%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$1.02M -$228K -46,494 -19%
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MUFG Hedge Fund Activity: Q3 2019 in Review

197 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2019, worth a combined $730M — up 7.6% from $679M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 94 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.6M. The largest seller was Heathbridge Capital Management, exiting entirely with an estimated $24.6M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2019, down from 205 in Q2 2019.
  • Funds reported $730M of Mitsubishi UFJ Financial stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q3 2019 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2019 was Heathbridge Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.