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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
51
Corient Capital Partners
California
$497K +$26.1K +6,477 +6%
GT
52
Greenleaf Trust
Michigan
$479K +$36.1K +8,932 +8%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$473K +$136K +33,723 +40%
LNWWM
54
Laird Norton Wetherby Wealth Management
California
$436K -$57.4K -14,214 -12%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$431K -$47.5K -11,761 -10%
Ameriprise
56
Ameriprise
Minnesota
$387K -$312K -77,348 -45%
S
57
SignatureFD
Georgia
$383K -$60.6K -15,008 -14%
VPIM
58
Vanguard Personalized Indexing Management
California
$382K +$110K +27,326 +40%
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$365K -$41.3K -10,235 -10%
OAM
60
Oppenheimer Asset Management
New York
$362K +$20.6K +5,101 +6%
HighTower Advisors
61
HighTower Advisors
Illinois
$337K +$16.3K +4,036 +5%
B
62
Bailard
California
$328K +$39.6K +9,809 +14%
SFI
63
Susquehanna Fundamental Investments
Pennsylvania
$322K -$117K -29,000 -27%
NAM
64
NorthCoast Asset Management
Connecticut
$307K -$962K -238,267 -76%
RHBC
65
R.H. Bluestein & Co
Michigan
$301K
Osaic Holdings
66
Osaic Holdings
Arizona
$295K +$1.66K +410 +0.6%
FA
67
FDx Advisors
Illinois
$283K +$15.2K +3,761 +6%
MML Investors Services
68
MML Investors Services
Massachusetts
$275K +$10.4K +2,583 +4%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$250K +$178 +44 +0.1%
MC
70
Moors & Cabot
Massachusetts
$243K -$10.1K -2,500 -4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$236K +$24.5K +6,080 +12%
QCG
72
Quadrant Capital Group
Ohio
$236K +$58.5K +14,497 +33%
EI
73
Ethic Inc
New York
$226K +$18.9K +4,671 +9%
Creative Planning
74
Creative Planning
Kansas
$224K +$151K +37,474 +203%
LSAG
75
Lake Street Advisors Group
New Hampshire
$219K +$23.3K +5,766 +12%

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.