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Mitsubishi UFJ Financial

196 hedge funds and large institutions have $978M invested in Mitsubishi UFJ Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

17% more call options, than puts

Call options by funds: $238K | Put options by funds: $203K

17% more capital invested

Capital invested by funds: $839M → $978M (+$139M)

0.09% more ownership

Funds ownership: 0.93%1.02% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 201196 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
75
Reduced
61
Closed
25
Calls
$238K
Puts
$203K
Net Calls
+$35K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
ANI
51
American National Insurance
Texas
$1.66M
AAM
52
Advisors Asset Management
Colorado
$1.58M +$557K +87,380 +60%
CIP
53
Capital Insight Partners
Arizona
$1.54M +$144K +22,559 +11%
GCAC
54
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.51M +$433K +67,920 +41%
SC
55
Saturna Capital
Washington
$1.5M
GHCM
56
Glen Harbor Capital Management
California
$1.44M
Stifel Financial
57
Stifel Financial
Missouri
$1.4M -$315K -49,506 -19%
OSAM
58
O'Shaughnessy Asset Management
Connecticut
$1.33M -$224K -35,208 -15%
GC
59
Gratry & Company
Ohio
$1.3M -$1.1M -172,190 -47%
Truist Financial
60
Truist Financial
North Carolina
$1.26M +$260K +40,829 +28%
SCM
61
Shelton Capital Management
Colorado
$1.22M +$38.4K +6,036 +3%
MCIM
62
Meadow Creek Investment Management
Georgia
$1.19M
BC
63
Brinker Capital
Pennsylvania
$1.17M +$1.1M +172,750 New
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$1.11M -$6.27K -984 -0.6%
NMC
65
Nine Masts Capital
Hong Kong
$1.06M -$3.46M -543,071 -77%
CS
66
Credit Suisse
Switzerland
$1.02M +$961K +150,850 New
BAMCO Inc
67
BAMCO Inc
New York
$979K +$924K +145,000 New
BCAM
68
Boston Common Asset Management
Massachusetts
$976K +$1.21K +190 +0.1%
AllianceBernstein
69
AllianceBernstein
Tennessee
$958K -$68.3K -10,728 -7%
Wells Fargo
70
Wells Fargo
California
$951K +$597K +93,664 +198%
EP
71
Elkfork Partners
Oregon
$931K
Two Sigma Advisers
72
Two Sigma Advisers
New York
$886K +$168K +26,300 +25%
US Bancorp
73
US Bancorp
Minnesota
$886K +$225K +35,317 +37%
RCM
74
Riverhead Capital Management
Delaware
$746K
ONB
75
Old National Bancorp
Indiana
$716K +$22.1K +3,462 +3%

MUFG Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2017, worth a combined $978M — up 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MUFG and 21 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $18.7M sold.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $978M of Mitsubishi UFJ Financial stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new Mitsubishi UFJ Financial positions in Q2 2017 and 25 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2017 was Bank of America, an estimated $59.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.