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Mitsubishi UFJ Financial

207 hedge funds and large institutions have $798M invested in Mitsubishi UFJ Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $182K | Put options by funds: $80K

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.13% more ownership

Funds ownership: 0.89%1.02% (+0.13%)

0% less funds holding

Funds holding: 208207 (-1)

3% less capital invested

Capital invested by funds: $824M → $798M (-$26.2M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
58
Reduced
74
Closed
33
Calls
$182K
Puts
$80K
Net Calls
+$102K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$1.39M +$159K +25,069 +11%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$1.38M -$386K -60,902 -20%
CIM
53
Confluence Investment Management
Missouri
$1.29M +$1.44M +228,182 New
SC
54
Saturna Capital
Washington
$1.25M
OAM
55
Oppenheimer Asset Management
New York
$1.22M +$86.9K +13,726 +7%
GHCM
56
Glen Harbor Capital Management
California
$1.2M
BC
57
Brinker Capital
Pennsylvania
$1.13M -$41.6K -6,576 -3%
Ameriprise
58
Ameriprise
Minnesota
$1.1M -$293K -46,267 -19%
OMC
59
Old Mission Capital
Illinois
$1.05M +$1.17M +185,593 New
MCIM
60
Meadow Creek Investment Management
Georgia
$992K
SCM
61
Stellar Capital Management
Arizona
$975K +$2.53K +400 +0.2%
FA
62
FDx Advisors
Illinois
$843K -$387K -61,127 -29%
JP Morgan Chase
63
JP Morgan Chase
New York
$828K -$6.87M -1,085,550 -88%
FEG
64
Fund Evaluation Group
Ohio
$796K
US Bancorp
65
US Bancorp
Minnesota
$792K +$7.43K +1,174 +0.8%
EP
66
Elkfork Partners
Oregon
$779K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$764K -$277K -43,746 -24%
AllianceBernstein
68
AllianceBernstein
Tennessee
$759K -$41.1K -6,497 -5%
CCP
69
Corient Capital Partners
California
$754K +$128K +20,245 +18%
BlackRock
70
BlackRock
New York
$683K +$6.92K +1,093 +0.9%
HI
71
HBK Investments
Texas
$647K +$467K +73,700 +180%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$643K -$330K -52,179 -31%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$636K -$286K -45,186 -29%
RCM
74
Riverhead Capital Management
Delaware
$625K
HI
75
Horizon Investments
North Carolina
$618K +$693K +109,435 New

MUFG Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2018, worth a combined $798M — down 3.2% from $824M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 33 closed out — a net gain of 2 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.87M.

  • 207 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $798M of Mitsubishi UFJ Financial stock for Q2 2018, down 3.2% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q2 2018 and 33 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $56.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2018 was JP Morgan Chase, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2018.