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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
26
Te Ahumairangi Investment Management
New Zealand
$2.1M +$2.11M +523,688 New
Wells Fargo
27
Wells Fargo
California
$1.96M +$1.73M +429,696 +717%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$1.85M +$524K +129,807 +39%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$1.83M -$2.45M -607,639 -57%
Truist Financial
30
Truist Financial
North Carolina
$1.72M +$112K +27,703 +7%
NMC
31
Nine Masts Capital
Hong Kong
$1.62M +$1.66M +410,878 New
TAM
32
Tocqueville Asset Management
New York
$1.6M
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$1.5M +$190K +47,100 +14%
CS
34
Candriam SCA
Luxembourg
$1.26M +$485K +120,193 +62%
LP
35
LMR Partners
United Kingdom
$1.23M -$4.98M -1,233,553 -80%
M&T Bank
36
M&T Bank
New York
$1.17M +$109K +27,123 +10%
Stifel Financial
37
Stifel Financial
Missouri
$1.09M +$84.2K +20,854 +8%
US Bancorp
38
US Bancorp
Minnesota
$1.06M -$1.83M -453,020 -63%
MNBTD
39
Moody National Bank Trust Division
Texas
$989K -$13.8K -3,429 -1%
ANI
40
American National Insurance
Texas
$989K
AP
41
Advisor Partners
California
$959K +$261K +64,589 +37%
CAC
42
Cowen and Company
New York
$943K -$807K -200,000 -46%
American Century Companies
43
American Century Companies
Missouri
$809K +$53.2K +13,187 +7%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$807K -$19.3K -4,776 -2%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$762K -$1.72M -426,089 -69%
BCI
46
Brinker Capital Investments
Pennsylvania
$732K +$737K +182,638 New
EAM
47
Eagle Asset Management
Florida
$705K -$25.7K -6,369 -4%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$705K +$200K +49,636 +39%
Invesco
49
Invesco
Georgia
$611K -$3.93K -974 -0.6%
AWM
50
Altium Wealth Management
New York
$605K +$133K +32,957 +28%

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.