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Mitsubishi UFJ Financial
MUFG

196 hedge funds and large institutions have $786M invested in Mitsubishi UFJ Financial in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

21% more capital invested

Capital invested by funds: $647M → $786M (+$138M)

3% more funds holding

Funds holding: 190 → 196 (+6)

2.17% less ownership

Funds ownership: 3.07% → 0.9% (-2.2%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
58
Reduced
75
Closed
24
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$10K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$20.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$16M
3
PPA
Parametric Portfolio Associates
Washington
+$6.44M
4
JG
Jefferies Group
New York
+$3.95M
5
OMC
Old Mission Capital
Illinois
+$2.96M

Top Sellers

1
N
Nuveen
North Carolina
-$8.9M
2
NMC
Nine Masts Capital
Hong Kong
-$6.62M
3
CAM
Capstone Asset Management
Texas
-$6.49M
4
Millennium Management
Millennium Management
New York
-$3.95M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
76
Tyers Asset Management
Texas
$618K +$570K +100,288 New
Morgan Stanley
77
Morgan Stanley
New York
$600K +$20.9K +3,685 +4%
CCA
78
Checchi Capital Advisers
California
$584K +$51.1K +8,996 +10%
Macquarie Group
79
Macquarie Group
Australia
$574K -$103K -18,044 -16%
AAM
80
Advisors Asset Management
Colorado
$557K -$28 -5 -0%
US Bancorp
81
US Bancorp
Minnesota
$553K -$6.04K -1,062 -1%
M&T Bank
82
M&T Bank
New York
$543K -$10.6K -1,874 -2%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$479K -$85.2K -14,995 -16%
AL
84
Airain Ltd
Guernsey
$457K +$23.6K +4,150 +6%
ONB
85
Old National Bancorp
Indiana
$449K +$24.3K +4,278 +6%
CCP
86
Corient Capital Partners
California
$428K -$27.9K -4,903 -7%
MC
87
Moors & Cabot
Massachusetts
$401K +$5.68K +1,000 +2%
Two Sigma Advisers
88
Two Sigma Advisers
New York
$386K +$256K +45,125 +257%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$367K -$61.9K -10,894 -15%
GCC
90
Guardian Capital (Canada)
Ontario, Canada
$349K +$322K +56,712 New
BTS
91
BB&T Securities
Virginia
$327K – – –
CSS
92
Cubist Systematic Strategies
Connecticut
$322K -$58.5K -10,291 -16%
CS
93
Comerica Securities
Michigan
$318K +$11.2K +1,971 +4%
UBS Group
94
UBS Group
Switzerland
$315K -$59.9K -10,542 -17%
RHBC
95
R.H. Bluestein & Co
Michigan
$308K – – –
HIMCH
96
Hartford Investment Management Co (HIMCO)
Connecticut
$307K – – –
JIC
97
Johnson Investment Counsel
Ohio
$303K +$1.35K +238 +0.5%
PAM
98
Princeton Alpha Management
New Jersey
$301K -$172K -30,205 -38%
GIM
99
Granahan Investment Management
Massachusetts
$278K +$256K +45,068 New
MC
100
Miles Capital
Iowa
$268K +$45.3K +7,970 +22%
2 3
4
5 6

MUFG Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2016, worth a combined $786M — up 21% from $647M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MUFG positions and 24 closed out — a net gain of 10 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was Northern Trust, adding an estimated $20.6M. The largest seller was Nuveen, cutting an estimated $8.9M.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $786M of Mitsubishi UFJ Financial stock for Q4 2016, up 21% quarter-over-quarter.
  • 34 funds opened new Mitsubishi UFJ Financial positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2016 was Northern Trust, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2016 was Nuveen, an estimated $8.9M sold.

Based on aggregated 13F filings for Q4 2016.