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Mitsubishi UFJ Financial

228 hedge funds and large institutions have $1.14B invested in Mitsubishi UFJ Financial in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 53

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $1B → $1.14B (+$139M)

5% more funds holding

Funds holding: 218228 (+10)

0.06% more ownership

Funds ownership: 1.36%1.42% (+0.06%)

57% less call options, than puts

Call options by funds: $10K | Put options by funds: $23K

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
90
Reduced
53
Closed
29
Calls
$10K
Puts
$23K
Net Calls
-$13K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
51
Geode Capital Management
Massachusetts
$1.31M +$62.3K +11,227 +5%
HFS
52
Hantz Financial Services
Michigan
$1.31M +$168K +30,193 +16%
Ameriprise
53
Ameriprise
Minnesota
$1.31M +$159K +28,624 +15%
PAG
54
Private Advisor Group
New Jersey
$1.29M +$537K +96,704 +79%
AP
55
Advisor Partners
California
$1.23M +$28.5K +5,134 +3%
AWM
56
Altium Wealth Management
New York
$1.23M +$136K +24,450 +13%
SW
57
SVB Wealth
Massachusetts
$1.02M +$377K +67,824 +65%
MWNA
58
Marshall Wace North America
New York
$1.02M -$2.72M -489,000 -74%
VPIM
59
Vanguard Personalized Indexing Management
California
$1.02M +$101K +18,131 +12%
WFI
60
West Family Investments
California
$969K +$280K +50,392 +45%
GT
61
Greenleaf Trust
Michigan
$920K -$31.7K -5,704 -4%
FTDI
62
First Trust Direct Indexing
Massachusetts
$919K +$183K +32,882 +27%
EAM
63
Eagle Asset Management
Florida
$870K -$102K -18,312 -11%
OAM
64
Oppenheimer Asset Management
New York
$840K -$4.94K -890 -0.6%
B
65
Bailard
California
$787K -$6.89K -1,240 -0.9%
SFI
66
Susquehanna Fundamental Investments
Pennsylvania
$739K +$612K +110,220 +761%
1CP
67
17 Capital Partners
Arizona
$721K +$4.17K +750 +0.6%
HW
68
Hancock Whitney
Mississippi
$658K -$15.8K -2,839 -2%
LNWWM
69
Laird Norton Wetherby Wealth Management
California
$656K -$2.92K -526 -0.5%
S
70
SignatureFD
Georgia
$646K +$38.8K +6,979 +7%
LPL Financial
71
LPL Financial
California
$613K +$38.3K +6,894 +7%
ACM
72
Advent Capital Management
New York
$597K
MML Investors Services
73
MML Investors Services
Massachusetts
$586K +$76.7K +13,806 +16%
CCP
74
Corient Capital Partners
California
$584K -$4.02K -724 -0.7%
ONB
75
Old National Bancorp
Indiana
$573K

MUFG Hedge Fund Activity: Q3 2021 in Review

228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2021, worth a combined $1.14B — up 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MUFG positions and 29 closed out — a net gain of 11 holders — while 90 added to existing stakes and 53 trimmed.

The largest buyer was ICICI Prudential Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Senvest Management, exiting entirely with an estimated $8.98M sold.

  • 228 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2021, up from 218 in Q2 2021.
  • Funds reported $1.14B of Mitsubishi UFJ Financial stock for Q3 2021, up 14% quarter-over-quarter.
  • 40 funds opened new Mitsubishi UFJ Financial positions in Q3 2021 and 29 closed out, a net change of +11 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2021 was ICICI Prudential Asset Management, an estimated $15.7M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2021 was Senvest Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2021.