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Mitsubishi UFJ Financial
MUFG

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18% → 1.19% (+0.02%)

4% less funds holding

Funds holding: 197 → 190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
–
Net Calls
+$76K
Net Calls Change
-$354K

Top Buyers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
+$24.3M
2
Aristotle Capital Management
Aristotle Capital Management
California
+$12.8M
3
Goldman Sachs
Goldman Sachs
New York
+$12.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.75M
5
CAC
Cowen and Company
New York
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
AG
Aperio Group
California
-$11.1M
2
PPA
Parametric Portfolio Associates
Washington
-$10.7M
3
Northern Trust
Northern Trust
Illinois
-$9.58M
4
Fisher Asset Management
Fisher Asset Management
Washington
-$8M
5
HighTower Advisors
HighTower Advisors
Illinois
-$5.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
51
Brinker Capital
Pennsylvania
$680K -$146K -30,672 -14%
Invesco
52
Invesco
Georgia
$680K +$886K +185,840 New
EAM
53
Eagle Asset Management
Florida
$662K -$36.3K -7,624 -4%
M&T Bank
54
M&T Bank
New York
$630K +$176K +36,927 +27%
CIM
55
Confluence Investment Management
Missouri
$516K -$55.6K -11,663 -8%
American Century Companies
56
American Century Companies
Missouri
$500K +$382K +80,132 +142%
JFL
57
Jarislowsky, Fraser Ltd
Quebec, Canada
$492K -$9.53K -2,000 -1%
WAM
58
World Asset Management
Michigan
$475K – – –
Geode Capital Management
59
Geode Capital Management
Massachusetts
$449K -$112K -23,586 -16%
CCP
60
Corient Capital Partners
California
$427K -$104K -21,752 -16%
SFI
61
Susquehanna Fundamental Investments
Pennsylvania
$400K +$521K +109,400 New
AP
62
Advisor Partners
California
$366K -$183K -38,372 -28%
OAM
63
Oppenheimer Asset Management
New York
$366K -$155K -32,551 -25%
EVM
64
Eaton Vance Management
Massachusetts
$356K +$28.1K +5,902 +6%
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$350K -$47.1K -9,886 -9%
TD Asset Management
66
TD Asset Management
Ontario, Canada
$339K -$3.59M -753,486 -89%
HighTower Advisors
67
HighTower Advisors
Illinois
$335K -$5.43M -1,139,887 -93%
GT
68
Greenleaf Trust
Michigan
$328K -$413K -86,574 -49%
AWM
69
Altium Wealth Management
New York
$325K +$424K +88,910 New
Osaic Holdings
70
Osaic Holdings
Arizona
$307K +$397K +83,230 New
Citadel Advisors
71
Citadel Advisors
Florida
$292K -$212K -44,493 -36%
CSS
72
Cubist Systematic Strategies
Connecticut
$280K +$242K +50,687 +196%
RHBC
73
R.H. Bluestein & Co
Michigan
$275K -$119K -25,000 -25%
DS
74
DRW Securities
Illinois
$275K – – –
LSAG
75
Lake Street Advisors Group
New Hampshire
$274K +$114K +23,907 +47%
1 2
3
4 5

MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.