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Mitsubishi UFJ Financial
MUFG

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18% → 1.19% (+0.02%)

4% less funds holding

Funds holding: 197 → 190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
–
Net Calls
+$76K
Net Calls Change
-$354K

Top Buyers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
+$24.3M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$12.8M
3
Goldman Sachs
Goldman Sachs
New York
+$12.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.75M
5
CAC
Cowen and Company
New York
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
AG
Aperio Group
California
-$11.1M
2
PPA
Parametric Portfolio Associates
Washington
-$10.7M
3
Northern Trust
Northern Trust
Illinois
-$9.58M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$8M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$2.66M +$236K +49,551 +7%
Citigroup
27
Citigroup
New York
$2.45M -$209K -43,802 -6%
Truist Financial
28
Truist Financial
North Carolina
$2.38M -$123K -25,886 -4%
Ameriprise
29
Ameriprise
Minnesota
$2.17M +$898K +188,372 +47%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.87M +$2.12K +444 +0.1%
ACC
31
Accident Compensation Corp
New Zealand
$1.55M +$268K +56,222 +15%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$1.48M -$127K -26,611 -6%
TAM
33
Tocqueville Asset Management
New York
$1.46M -$23.8K -5,000 -1%
Stifel Financial
34
Stifel Financial
Missouri
$1.46M +$155K +32,483 +9%
SC
35
Saturna Capital
Washington
$1.35M – – –
Jane Street
36
Jane Street
New York
$1.31M +$1.46M +306,781 +604%
OMC
37
Old Mission Capital
Illinois
$1.29M +$1.69M +353,907 New
NAM
38
NorthCoast Asset Management
Connecticut
$1.26M -$79.7K -16,720 -5%
GCAC
39
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.22M -$11.4K -2,400 -0.5%
CS
40
Credit Suisse
Switzerland
$1.07M +$621K +130,247 +81%
CS
41
Candriam SCA
Luxembourg
$1.03M +$906 +190 +0.1%
CIM
42
Cowen Investment Management
New York
$1.01M +$1.31M +275,000 New
LPL Financial
43
LPL Financial
California
$1M -$1.02M -214,165 -44%
Fisher Asset Management
44
Fisher Asset Management
Washington
$991K -$8M -1,678,932 -86%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$919K +$323K +67,772 +37%
MNBTD
46
Moody National Bank Trust Division
Texas
$914K -$9.02K -1,893 -0.8%
ANI
47
American National Insurance
Texas
$902K – – –
Morgan Stanley
48
Morgan Stanley
New York
$887K +$383K +80,449 +50%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$815K +$290K +60,900 +38%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$789K +$102K +21,354 +11%
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MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.