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Mitsubishi UFJ Financial

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18%1.19% (+0.02%)

4% less funds holding

Funds holding: 197190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
76
DC Investments Management
Virginia
$274K +$180K +37,788 +102%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$264K -$545K -114,407 -61%
B
78
Bailard
California
$259K +$50.7K +10,646 +18%
VPIM
79
Vanguard Personalized Indexing Management
California
$248K +$323K +67,828 New
FA
80
FDx Advisors
Illinois
$237K -$11.8K -2,467 -4%
Connor, Clark & Lunn Investment Management (CC&L)
81
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$235K -$100K -21,025 -25%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$229K +$225K +47,144 +305%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$217K +$282K +59,173 New
CS
84
Comerica Securities
Michigan
$212K +$16.1K +3,375 +6%
Wells Fargo
85
Wells Fargo
California
$205K -$200K -41,995 -43%
MML Investors Services
86
MML Investors Services
Massachusetts
$199K +$39.9K +8,378 +18%
TC
87
Telemus Capital
Michigan
$198K +$139K +29,251 +160%
S
88
SignatureFD
Georgia
$195K -$277K -58,018 -52%
CCA
89
Checchi Capital Advisers
California
$190K -$117K -24,466 -32%
MC
90
Moors & Cabot
Massachusetts
$178K -$65.5K -13,750 -22%
PCG
91
Private Capital Group
Connecticut
$169K +$4.2K +882 +2%
CAM
92
Cozad Asset Management
Illinois
$167K +$4.07K +853 +2%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$163K +$159K +33,333 +294%
CAM
94
Cresset Asset Management
Illinois
$162K -$102K -21,375 -33%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$150K +$22.1K +4,642 +13%
Ohio Public Employees Retirement System (OPERS)
96
Ohio Public Employees Retirement System (OPERS)
Ohio
$148K +$193K +40,500 New
HIMCH
97
Hartford Investment Management Co (HIMCO)
Connecticut
$145K
ACA
98
Atlas Capital Advisors
Wyoming
$144K
CGL
99
Clarius Group LLC
Washington
$138K -$920 -193 -0.5%
BP
100
Ballentine Partners
Massachusetts
$124K -$26.2K -5,497 -14%

MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.