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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$2.56M +$42.4K +9,984 +2%
MCP
27
Martin Capital Partners
Oregon
$2.54M +$2.44M +573,892 New
TAIM
28
Te Ahumairangi Investment Management
New Zealand
$2.32M
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$2.02M -$16.9K -3,989 -0.9%
Wells Fargo
30
Wells Fargo
California
$1.87M -$288K -67,740 -14%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.68M +$30.2K +7,112 +2%
Truist Financial
32
Truist Financial
North Carolina
$1.63M -$255K -60,032 -14%
UBS Group
33
UBS Group
Switzerland
$1.61M +$1.44M +339,216 +1,353%
M&T Bank
34
M&T Bank
New York
$1.6M +$296K +69,736 +24%
TAM
35
Tocqueville Asset Management
New York
$1.59M -$170K -40,000 -10%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.5M +$627K +147,522 +78%
American Century Companies
37
American Century Companies
Missouri
$1.31M +$399K +93,927 +47%
MNBTD
38
Moody National Bank Trust Division
Texas
$1.11M +$13.4K +3,160 +1%
ANI
39
American National Insurance
Texas
$1.09M
US Bancorp
40
US Bancorp
Minnesota
$1.04M -$125K -29,483 -11%
Stifel Financial
41
Stifel Financial
Missouri
$970K -$223K -52,480 -19%
AP
42
Advisor Partners
California
$966K -$87.7K -20,652 -9%
VPIM
43
Vanguard Personalized Indexing Management
California
$744K +$309K +72,745 +76%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$741K -$36.3K -8,542 -5%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$734K -$152K -35,729 -18%
GT
46
Greenleaf Trust
Michigan
$718K +$181K +42,502 +36%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$688K +$158K +37,258 +32%
AWM
48
Altium Wealth Management
New York
$680K +$11K +2,594 +2%
GSM
49
Global Strategic Management
Puerto Rico
$599K +$576K +135,500 New
Citadel Advisors
50
Citadel Advisors
Florida
$523K +$501K +117,958 New

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.