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Mitsubishi UFJ Financial
MUFG

184 hedge funds and large institutions have $610M invested in Mitsubishi UFJ Financial in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $595M → $610M (+$15.3M)

0.05% less ownership

Funds ownership: 1.19% → 1.14% (-0.05%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

3% less funds holding

Funds holding: 190 → 184 (-6)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
63
Reduced
69
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
+$15.2M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$6.44M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.59M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$4.54M
5
AG
Aperio Group
California
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$14.3M
2
LP
LMR Partners
United Kingdom
-$14.1M
3
PPA
Parametric Portfolio Associates
Washington
-$13.7M
4
Northern Trust
Northern Trust
Illinois
-$4.31M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$4.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$2.59M -$1.14M -289,122 -30%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$2.42M +$2.44M +616,001 New
Citigroup
28
Citigroup
New York
$2.42M -$217K -54,739 -8%
ACC
29
Accident Compensation Corp
New Zealand
$2.06M +$395K +99,844 +24%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.03M +$25.8K +6,530 +1%
Millennium Management
31
Millennium Management
New York
$2.01M +$2.02M +510,443 New
CAC
32
Cowen and Company
New York
$1.71M -$1.34M -338,600 -44%
Truist Financial
33
Truist Financial
North Carolina
$1.58M -$990K -250,137 -38%
TAM
34
Tocqueville Asset Management
New York
$1.57M – – –
GCAC
35
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.56M +$242K +61,100 +13%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$1.3M +$315K +79,471 +32%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.28M -$315K -79,676 -20%
NAM
38
NorthCoast Asset Management
Connecticut
$1.24M -$121K -30,510 -9%
M&T Bank
39
M&T Bank
New York
$1.04M +$369K +93,095 +54%
Stifel Financial
40
Stifel Financial
Missouri
$984K -$588K -148,556 -37%
MNBTD
41
Moody National Bank Trust Division
Texas
$982K +$1.38K +349 +0.1%
ANI
42
American National Insurance
Texas
$969K – – –
Two Sigma Advisers
43
Two Sigma Advisers
New York
$842K -$33.3K -8,400 -4%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$810K -$38.1K -9,617 -4%
SC
45
Saturna Capital
Washington
$786K -$594K -150,000 -43%
CS
46
Candriam SCA
Luxembourg
$762K – – –
American Century Companies
47
American Century Companies
Missouri
$741K +$205K +51,800 +38%
BC
48
Brinker Capital
Pennsylvania
$716K -$14.8K -3,747 -2%
EAM
49
Eagle Asset Management
Florida
$705K -$11.7K -2,957 -2%
AP
50
Advisor Partners
California
$688K +$294K +74,264 +74%
1
2
3 4 5

MUFG Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2020, worth a combined $610M — up 2.6% from $595M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Aristotle Capital Management, adding an estimated $15.2M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 184 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $610M of Mitsubishi UFJ Financial stock for Q2 2020, up 2.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q2 2020 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2020 was Aristotle Capital Management, an estimated $15.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2020 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2020.