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Mitsubishi UFJ Financial

200 hedge funds and large institutions have $965M invested in Mitsubishi UFJ Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $781K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 194200 (+6)

3% more capital invested

Capital invested by funds: $938M → $965M (+$26.6M)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.06% less ownership

Funds ownership: 3.65%3.59% (-0.06%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
6.49%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
20
Increased
73
Reduced
72
Closed
12
Calls
$5.58M
Puts
$781K
Net Calls
+$4.79M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$827K +$88.3K +13,875 +12%
AT
77
Arden Trust
Delaware
$758K -$140K -22,055 -16%
VanEck Associates
78
VanEck Associates
New York
$740K +$114K +17,957 +18%
LPL Financial
79
LPL Financial
California
$735K +$33.2K +5,223 +5%
U
80
UBS
Switzerland
$717K +$416K +65,388 +141%
WTNA
81
Wilmington Trust National Association
Delaware
$701K +$29.2K +4,595 +4%
RHBC
82
R.H. Bluestein & Co
Michigan
$699K
ONB
83
Old National Bancorp
Indiana
$576K -$65K -10,222 -10%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$572K +$151K +23,700 +36%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$558K +$534K +83,900 +2,694%
HNB
86
Huntington National Bank
Ohio
$548K -$58.5K -9,204 -10%
BWAM
87
Boyd Watterson Asset Management
Ohio
$548K +$43K +6,756 +9%
VKH
88
Virtu KCG Holdings
New York
$536K +$532K +83,622 New
IPC
89
Independent Portfolio Consultants
Florida
$528K +$22K +3,460 +4%
CCMG
90
Clark Capital Management Group
Pennsylvania
$403K +$400K +62,823 New
Truist Financial
91
Truist Financial
North Carolina
$399K +$21K +3,305 +6%
FCH
92
Freestone Capital Holdings
Washington
$391K +$2.4K +378 +0.6%
CONA
93
Capital One National Association
New York
$390K -$38.6K -6,068 -9%
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
$389K +$100K +15,799 +35%
COI
95
Connable Office Inc
Michigan
$386K
SAG
96
Sterne Agee Group
Alabama
$379K +$145K +22,750 +63%
CIP
97
Convergence Investment Partners
Florida
$350K -$77.5K -12,182 -18%
GVT
98
Genesee Valley Trust
New York
$350K -$1.22K -191 -0.3%
G
99
GlobalBridge
Minnesota
$341K +$13.1K +2,057 +4%
RBC
100
Ronald Blue & Co
Georgia
$334K +$17.7K +2,780 +6%

MUFG Hedge Fund Activity: Q3 2013 in Review

200 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2013, worth a combined $965M — up 2.8% from $938M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MUFG positions and 12 closed out — a net gain of 8 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $23.8M. The largest seller was Thornburg Investment Management, cutting an estimated $14.3M.

  • 200 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2013, up from 194 in Q2 2013.
  • Funds reported $965M of Mitsubishi UFJ Financial stock for Q3 2013, up 2.8% quarter-over-quarter.
  • 20 funds opened new Mitsubishi UFJ Financial positions in Q3 2013 and 12 closed out, a net change of +8 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2013 was Aristotle Capital Management, an estimated $23.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2013 was Thornburg Investment Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2013.