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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$274K -$95.1K -22,385 -27%
TC
77
Telemus Capital
Michigan
$272K +$53.3K +12,550 +26%
EAM
78
Eagle Asset Management
Florida
$270K -$470K -110,616 -64%
MC
79
Moors & Cabot
Massachusetts
$266K -$2.12K -500 -0.8%
PCG
80
Private Capital Group
Connecticut
$266K +$27.2K +6,403 +12%
HW
81
Hancock Whitney
Mississippi
$249K +$239K +56,167 New
DWT
82
Dorsey & Whitney Trust
South Dakota
$237K +$3.94K +928 +2%
JP Morgan Chase
83
JP Morgan Chase
New York
$226K -$2.05M -483,243 -90%
Creative Planning
84
Creative Planning
Kansas
$224K -$22.8K -5,370 -10%
CCA
85
Checchi Capital Advisers
California
$220K -$5.43K -1,279 -3%
PAS
86
Park Avenue Securities
New York
$219K -$901 -212 -0.4%
QCG
87
Quadrant Capital Group
Ohio
$217K -$41.7K -9,825 -17%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$216K +$151K +35,511 +269%
CS
89
Comerica Securities
Michigan
$207K -$8.63K -2,032 -4%
PWPS
90
Pinnacle Wealth Planning Services
Ohio
$202K -$18.7K -4,399 -9%
PPW
91
Pasadena Private Wealth
California
$187K +$180K +42,308 New
AIM
92
Aigen Investment Management
New York
$185K +$177K +41,741 New
RCAG
93
Rehmann Capital Advisory Group
Michigan
$182K -$54K -12,706 -24%
Franklin Resources
94
Franklin Resources
California
$182K -$4.86K -1,144 -3%
SW
95
SVB Wealth
Massachusetts
$180K +$48.4K +11,382 +39%
CSS
96
Cubist Systematic Strategies
Connecticut
$180K +$173K +40,696 New
William Blair & Company
97
William Blair & Company
Illinois
$177K -$16.1K -3,785 -9%
JIC
98
Johnson Investment Counsel
Ohio
$177K
ACA
99
Atlas Capital Advisors
Wyoming
$175K
W
100
WealthStone
Ohio
$164K +$2.85K +672 +2%

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.