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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
ExodusPoint Capital Management
New York
$219K +$61.1K +15,127 +38%
RCAG
77
Rehmann Capital Advisory Group
Michigan
$216K +$2.94K +728 +1%
PCG
78
Private Capital Group
Connecticut
$215K -$48.7K -12,052 -18%
DWT
79
Dorsey & Whitney Trust
South Dakota
$211K -$1.86K -460 -0.9%
CCA
80
Checchi Capital Advisers
California
$204K +$2.4K +594 +1%
PWPS
81
Pinnacle Wealth Planning Services
Ohio
$201K +$7.28K +1,803 +4%
EVM
82
Eaton Vance Management
Massachusetts
$201K +$52.9K +13,098 +35%
PAS
83
Park Avenue Securities
New York
$199K +$26.4K +6,546 +15%
TC
84
Telemus Capital
Michigan
$197K -$5.65K -1,399 -3%
OL
85
Optas LLC
Texas
$197K +$125K +31,009 +172%
CS
86
Comerica Securities
Michigan
$196K -$3.81K -945 -2%
LPL Financial
87
LPL Financial
California
$179K -$44.9K -11,115 -20%
William Blair & Company
88
William Blair & Company
Illinois
$176K +$3.31K +819 +2%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$170K -$159K -39,294 -48%
Franklin Resources
90
Franklin Resources
California
$169K +$171K +42,248 New
JIC
91
Johnson Investment Counsel
Ohio
$160K
ACA
92
Atlas Capital Advisors
Wyoming
$158K
PA
93
Parallel Advisors
California
$150K +$27.5K +6,806 +22%
W
94
WealthStone
Ohio
$146K +$43.2K +10,702 +42%
SRC
95
Sage Rhino Capital
California
$145K +$47.2K +11,688 +48%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$136K -$3K -742 -2%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$128K +$47.6K +11,800 +60%
DIM
98
DC Investments Management
Virginia
$126K -$77.8K -19,278 -38%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$124K +$16.4K +4,063 +15%
SW
100
SVB Wealth
Massachusetts
$118K +$2.19K +542 +2%

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.