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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $730M invested in Mitsubishi UFJ Financial in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $392K | Put options by funds: $60K

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $679M → $730M (+$51.5M)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 205197 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
94
Reduced
45
Closed
32
Calls
$392K
Puts
$60K
Net Calls
+$332K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
51
Laird Norton Wetherby Wealth Management
California
$1M +$197K +40,249 +26%
EAM
52
Eagle Asset Management
Florida
$904K +$170K +34,628 +24%
Ameriprise
53
Ameriprise
Minnesota
$894K +$393K +80,108 +84%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$856K +$96K +19,587 +13%
QCG
55
Quadrant Capital Group
Ohio
$855K +$572K +116,657 +216%
WAM
56
World Asset Management
Michigan
$849K -$166K -33,850 -17%
Morgan Stanley
57
Morgan Stanley
New York
$842K +$79.1K +16,135 +11%
SCM
58
Stellar Capital Management
Arizona
$833K -$9.77K -1,994 -1%
GT
59
Greenleaf Trust
Michigan
$765K +$572K +116,733 +345%
CIM
60
Confluence Investment Management
Missouri
$743K -$31.4K -6,409 -4%
OAM
61
Oppenheimer Asset Management
New York
$731K -$214K -43,687 -23%
CCP
62
Corient Capital Partners
California
$708K +$208K +42,345 +44%
Geode Capital Management
63
Geode Capital Management
Massachusetts
$655K +$344K +70,126 +119%
AP
64
Advisor Partners
California
$609K +$223K +45,531 +61%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$556K -$88.3K -18,022 -14%
M&T Bank
66
M&T Bank
New York
$547K +$124K +25,283 +31%
Deutsche Bank
67
Deutsche Bank
Germany
$514K -$2.77M -564,433 -85%
RHBC
68
R.H. Bluestein & Co
Michigan
$508K
S
69
SignatureFD
Georgia
$502K +$245K +49,933 +102%
Wells Fargo
70
Wells Fargo
California
$464K +$131K +26,769 +42%
EVM
71
Eaton Vance Management
Massachusetts
$461K +$15.1K +3,078 +4%
AllianceBernstein
72
AllianceBernstein
Tennessee
$453K -$53.9K -10,991 -11%
DWT
73
Dorsey & Whitney Trust
South Dakota
$435K +$167K +33,975 +66%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$432K +$417K +85,007 New
Connor, Clark & Lunn Investment Management (CC&L)
75
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$425K +$165K +33,675 +67%

MUFG Hedge Fund Activity: Q3 2019 in Review

197 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2019, worth a combined $730M — up 7.6% from $679M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 94 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.6M. The largest seller was Heathbridge Capital Management, exiting entirely with an estimated $24.6M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2019, down from 205 in Q2 2019.
  • Funds reported $730M of Mitsubishi UFJ Financial stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q3 2019 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2019 was Heathbridge Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.