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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$499K +$131K +30,853 +38%
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$487K +$5.13K +1,207 +1%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$470K -$5.9K -1,388 -1%
EI
54
Ethic Inc
New York
$430K +$173K +40,706 +72%
OAM
55
Oppenheimer Asset Management
New York
$429K +$27.4K +6,437 +7%
SFI
56
Susquehanna Fundamental Investments
Pennsylvania
$416K +$57.1K +13,450 +17%
Ameriprise
57
Ameriprise
Minnesota
$401K -$26.1K -6,136 -6%
HPCM
58
Hunter Perkins Capital Management
Illinois
$399K +$382K +90,000 New
CCP
59
Corient Capital Partners
California
$395K -$148K -34,809 -28%
S
60
SignatureFD
Georgia
$394K -$27.9K -6,563 -7%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$392K +$376K +88,584 New
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$386K -$17K -3,997 -4%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$351K +$87.3K +20,540 +35%
ONB
64
Old National Bancorp
Indiana
$346K +$210K +49,412 +172%
NAM
65
NorthCoast Asset Management
Connecticut
$340K +$913 +215 +0.3%
Osaic Holdings
66
Osaic Holdings
Arizona
$340K +$13.7K +3,217 +4%
EVM
67
Eaton Vance Management
Massachusetts
$339K +$113K +26,525 +53%
RHBC
68
R.H. Bluestein & Co
Michigan
$332K
FA
69
FDx Advisors
Illinois
$331K +$17.5K +4,125 +6%
MML Investors Services
70
MML Investors Services
Massachusetts
$299K -$3.98K -937 -1%
FTDI
71
First Trust Direct Indexing
Massachusetts
$280K +$268K +63,173 New
OMC
72
Old Mission Capital
Illinois
$277K +$266K +62,594 New
LSAG
73
Lake Street Advisors Group
New Hampshire
$276K +$32.2K +7,574 +14%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$275K -$1.31K -309 -0.5%
LPL Financial
75
LPL Financial
California
$275K +$74.7K +17,575 +39%

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.