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Mitsubishi UFJ Financial

235 hedge funds and large institutions have $1.09B invested in Mitsubishi UFJ Financial in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $10K | Put options by funds: $3K

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

3% more funds holding

Funds holding: 228235 (+7)

0.08% more ownership

Funds ownership: 1.42%1.5% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.14B → $1.09B (-$53M)

Holders
235
Holders Change
+7
Holders Change %
+3.07%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
98
Reduced
64
Closed
25
Calls
$10K
Puts
$3K
Net Calls
+$7K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$4.89M +$98.8K +17,547 +2%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$4.26M +$473K +84,050 +12%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$3.39M +$344K +61,068 +11%
Stifel Financial
29
Stifel Financial
Missouri
$3.29M +$92.8K +16,486 +3%
MCP
30
Martin Capital Partners
Oregon
$3.16M -$2.15K -381 -0.1%
GCAC
31
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.16M -$16.5K -2,925 -0.6%
M&T Bank
32
M&T Bank
New York
$3.1M +$456K +80,960 +17%
American Century Companies
33
American Century Companies
Missouri
$2.68M +$169K +30,091 +7%
TAIM
34
Te Ahumairangi Investment Management
New Zealand
$2.42M
Citigroup
35
Citigroup
New York
$2.31M +$139K +24,645 +6%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$2.23M +$222K +39,343 +11%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$2.17M -$8.21M -1,458,134 -79%
TAM
38
Tocqueville Asset Management
New York
$1.96M
Truist Financial
39
Truist Financial
North Carolina
$1.96M -$84.9K -15,083 -4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1.96M -$5.61K -996 -0.3%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.73M +$110K +19,496 +7%
FFM
42
Forum Financial Management
Illinois
$1.63M +$1.68M +298,216 New
SF
43
Synovus Financial
Georgia
$1.61M +$175K +31,068 +12%
BCI
44
Brinker Capital Investments
Pennsylvania
$1.55M -$46.8K -8,314 -3%
Comerica Bank
45
Comerica Bank
Texas
$1.47M -$81.9K -14,546 -6%
Ameriprise
46
Ameriprise
Minnesota
$1.41M +$207K +36,735 +17%
AWM
47
Altium Wealth Management
New York
$1.39M +$269K +47,862 +23%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.36M +$59.3K +10,524 +4%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$1.35M +$1.4M +247,982 New
HFS
50
Hantz Financial Services
Michigan
$1.28M +$72.3K +12,842 +6%

MUFG Hedge Fund Activity: Q4 2021 in Review

235 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2021, worth a combined $1.09B — down 4.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 25 closed out — a net gain of 10 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $21.8M. The largest seller was Wellington Management Group, cutting an estimated $8.21M.

  • 235 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $1.09B of Mitsubishi UFJ Financial stock for Q4 2021, down 4.7% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q4 2021 and 25 closed out, a net change of +10 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2021 was Aristotle Capital Management, an estimated $21.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2021 was Wellington Management Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2021.