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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $956M invested in Mitsubishi UFJ Financial in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 44

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

34% more capital invested

Capital invested by funds: $714M → $956M (+$242M)

9% more funds holding

Funds holding: 198 → 215 (+17)

0.12% more ownership

Funds ownership: 1.19% → 1.31% (+0.12%)

8% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.12M

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
94
Reduced
44
Closed
19
Calls
$1.04M
Puts
$1.12M
Net Calls
-$86K
Net Calls Change
-$59K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$43.2M
2
BlackRock
BlackRock
New York
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$10.1M
4
TIM
Thornburg Investment Management
New Mexico
+$5.42M
5
SG
StoneX Group
New York
+$5.14M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$8.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.26M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$775K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
76
LPL Financial
California
$398K +$61.6K +11,934 +19%
EVM
77
Eaton Vance Management
Massachusetts
$393K -$18.6K -3,605 -5%
Millennium Management
78
Millennium Management
New York
$379K +$363K +70,379 New
TC
79
Telemus Capital
Michigan
$372K +$29.3K +5,681 +9%
FTDI
80
First Trust Direct Indexing
Massachusetts
$350K +$9.93K +1,925 +3%
BCM
81
Bienville Capital Management
New York
$350K +$335K +65,000 New
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$348K +$13.6K +2,631 +4%
Jane Street
83
Jane Street
New York
$342K +$328K +63,567 New
HighTower Advisors
84
HighTower Advisors
Illinois
$339K +$14K +2,706 +4%
LSAG
85
Lake Street Advisors Group
New Hampshire
$336K +$1.34K +259 +0.4%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$327K +$101K +19,667 +48%
MC
87
Moors & Cabot
Massachusetts
$302K -$16.8K -3,250 -5%
PAS
88
Park Avenue Securities
New York
$298K +$31.4K +6,094 +12%
DWT
89
Dorsey & Whitney Trust
South Dakota
$288K – – –
CCA
90
Checchi Capital Advisers
California
$287K +$19K +3,689 +7%
Creative Planning
91
Creative Planning
Kansas
$286K +$13.9K +2,692 +5%
QCG
92
Quadrant Capital Group
Ohio
$282K +$16.9K +3,279 +7%
Group One Trading
93
Group One Trading
Illinois
$275K +$263K +51,046 New
CS
94
Comerica Securities
Michigan
$274K +$21.4K +4,153 +9%
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$269K +$178K +34,488 +223%
SW
96
SVB Wealth
Massachusetts
$253K +$32.7K +6,338 +16%
LP
97
LMR Partners
United Kingdom
$247K +$237K +45,900 New
PWPS
98
Pinnacle Wealth Planning Services
Ohio
$245K -$371 -72 -0.2%
JP Morgan Chase
99
JP Morgan Chase
New York
$243K -$31.8K -6,155 -12%
ECM
100
ExodusPoint Capital Management
New York
$238K +$98.8K +19,142 +76%
2 3
4
5 6

MUFG Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2021, worth a combined $956M — up 34% from $714M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MUFG positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 44 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $43.2M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.28M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $956M of Mitsubishi UFJ Financial stock for Q1 2021, up 34% quarter-over-quarter.
  • 38 funds opened new Mitsubishi UFJ Financial positions in Q1 2021 and 19 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2021 was Aristotle Capital Management, an estimated $43.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2021 was Parametric Portfolio Associates, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2021.