We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial
MUFG

196 hedge funds and large institutions have $786M invested in Mitsubishi UFJ Financial in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

21% more capital invested

Capital invested by funds: $647M → $786M (+$138M)

3% more funds holding

Funds holding: 190 → 196 (+6)

2.17% less ownership

Funds ownership: 3.07% → 0.9% (-2.2%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
58
Reduced
75
Closed
24
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$10K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$20.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$16M
3
PPA
Parametric Portfolio Associates
Washington
+$6.44M
4
JG
Jefferies Group
New York
+$3.95M
5
OMC
Old Mission Capital
Illinois
+$2.96M

Top Sellers

1
N
Nuveen
North Carolina
-$8.9M
2
NMC
Nine Masts Capital
Hong Kong
-$6.62M
3
CAM
Capstone Asset Management
Texas
-$6.49M
4
Millennium Management
Millennium Management
New York
-$3.95M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.58M -$163K -28,636 -10%
Allianz Asset Management
52
Allianz Asset Management
Germany
$1.58M – – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$1.55M -$456K -80,195 -24%
BA
54
BlackRock Advisors
Delaware
$1.54M -$1.09M -191,252 -43%
ANI
55
American National Insurance
Texas
$1.52M – – –
HSBC Holdings
56
HSBC Holdings
United Kingdom
$1.51M -$28.7K -5,042 -2%
Ameriprise
57
Ameriprise
Minnesota
$1.46M +$81.2K +14,298 +6%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.44M -$10K -1,764 -0.8%
Jane Street
59
Jane Street
New York
$1.43M +$117K +20,571 +10%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$1.4M +$194K +34,204 +18%
GHCM
61
Glen Harbor Capital Management
California
$1.31M +$1.21M +213,112 New
SC
62
Saturna Capital
Washington
$1.23M – – –
SCM
63
Shelton Capital Management
Colorado
$1.16M +$1.07M +188,193 New
PP
64
PDT Partners
New York
$1.15M +$1.06M +186,800 New
MCIM
65
Meadow Creek Investment Management
Georgia
$1.08M +$997K +175,504 New
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.05M -$608K -106,967 -39%
BCAM
67
Boston Common Asset Management
Massachusetts
$1.02M -$199K -35,025 -17%
LNWWM
68
Laird Norton Wetherby Wealth Management
California
$962K -$25.8K -4,535 -3%
ACI
69
AMP Capital Investors
Australia
$952K +$887K +156,089 New
Barclays
70
Barclays
United Kingdom
$909K +$698K +122,854 +499%
EP
71
Elkfork Partners
Oregon
$849K +$784K +137,896 New
Wells Fargo
72
Wells Fargo
California
$830K +$428K +75,369 +127%
SG Americas Securities
73
SG Americas Securities
New York
$817K +$1K +176 +0.1%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$714K -$130K -22,830 -16%
RCM
75
Riverhead Capital Management
Delaware
$681K – – –
1 2
3
4 5

MUFG Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2016, worth a combined $786M — up 21% from $647M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MUFG positions and 24 closed out — a net gain of 10 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was Northern Trust, adding an estimated $20.6M. The largest seller was Nuveen, cutting an estimated $8.9M.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $786M of Mitsubishi UFJ Financial stock for Q4 2016, up 21% quarter-over-quarter.
  • 34 funds opened new Mitsubishi UFJ Financial positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2016 was Northern Trust, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2016 was Nuveen, an estimated $8.9M sold.

Based on aggregated 13F filings for Q4 2016.