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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $963M invested in Mitsubishi UFJ Financial in 2017 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57,400% more call options, than puts

Call options by funds: $575K | Put options by funds: $1K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

81% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 47

12% more funds holding

Funds holding: 192 → 215 (+23)

8% more capital invested

Capital invested by funds: $889M → $963M (+$74.1M)

0.04% less ownership

Funds ownership: 0.97% → 0.93% (-0.04%)

Holders
215
Holders Change
+23
Holders Change %
+11.98%
% of All Funds
4.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
85
Reduced
47
Closed
23
Calls
$575K
Puts
$1K
Net Calls
+$574K
Net Calls Change
+$321K

Top Buyers

Rank Fund Capital Flow
1
JG
Jefferies Group
New York
+$14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.6M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$9.23M
4
TAM
Todd Asset Management
Kentucky
+$4.87M
5
HBWM
Hollow Brook Wealth Management
New York
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$44.6M
2
Bank of America
Bank of America
North Carolina
-$9.71M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.17M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.35M
5
TIM
Thornburg Investment Management
New Mexico
-$8.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
76
Lourd Capital
California
$927K +$869K +127,462 New
HI
77
HBK Investments
Texas
$840K -$368K -53,959 -32%
SCM
78
Shelton Capital Management
Colorado
$838K -$38.1K -5,595 -5%
RCM
79
Riverhead Capital Management
Delaware
$804K – – –
CCA
80
Checchi Capital Advisers
California
$785K +$201K +29,449 +37%
UBS Group
81
UBS Group
Switzerland
$739K +$43.7K +6,406 +7%
TAM
82
Tyers Asset Management
Texas
$729K – – –
RHBC
83
R.H. Bluestein & Co
Michigan
$727K – – –
Morgan Stanley
84
Morgan Stanley
New York
$706K +$39.6K +5,816 +6%
CCP
85
Corient Capital Partners
California
$668K +$59.1K +8,671 +10%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$658K +$236K +34,646 +62%
Two Sigma Advisers
87
Two Sigma Advisers
New York
$657K -$196K -28,800 -24%
EAM
88
Eagle Asset Management
Florida
$629K +$164K +24,114 +39%
WAM
89
Wolverine Asset Management
Illinois
$581K +$545K +80,000 New
HI
90
Horizon Investments
North Carolina
$499K +$531K +77,909 New
BTS
91
BB&T Securities
Virginia
$496K +$369K +54,136 +381%
MC
92
Moors & Cabot
Massachusetts
$488K – – –
AP
93
Advisor Partners
California
$465K +$188K +27,507 +90%
Cerity Partners
94
Cerity Partners
New York
$454K +$12.2K +1,795 +3%
FCI
95
Financial Counselors Inc
Kansas
$421K +$136K +19,979 +53%
GT
96
Greenleaf Trust
Michigan
$416K +$1.19K +174 +0.3%
JIC
97
Johnson Investment Counsel
Ohio
$408K +$2.01K +295 +0.5%
Geode Capital Management
98
Geode Capital Management
Massachusetts
$402K +$61.8K +9,069 +20%
IFWM
99
Institute for Wealth Management
Colorado
$389K +$134K +19,715 +60%
Two Sigma Investments
100
Two Sigma Investments
New York
$389K +$365K +53,530 New
2 3
4
5 6

MUFG Hedge Fund Activity: Q4 2017 in Review

215 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2017, worth a combined $963M — up 8.3% from $889M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MUFG positions and 23 closed out — a net gain of 23 holders — while 85 added to existing stakes and 47 trimmed.

The largest buyer was Jefferies Group, adding an estimated $14M. The largest seller was Fisher Asset Management, cutting an estimated $44.6M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2017, up from 192 in Q3 2017.
  • Funds reported $963M of Mitsubishi UFJ Financial stock for Q4 2017, up 8.3% quarter-over-quarter.
  • 46 funds opened new Mitsubishi UFJ Financial positions in Q4 2017 and 23 closed out, a net change of +23 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2017 was Jefferies Group, an estimated $14M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2017 was Fisher Asset Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2017.