Mitsubishi UFJ Financial
MUFG
197 hedge funds and large institutions have $1.02B invested in Mitsubishi UFJ Financial in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 28 closing their positions.
179% more call options, than puts
Call options by funds: $485K | Put options by funds: $174K
6% more capital invested
Capital invested by funds: $965M → $1.02B (+$56.8M)
0.02% more ownership
Funds ownership: 3.59% → 3.61% (+0.02%)
7% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 28
2% less funds holding
Funds holding: 200 → 197 (-3)
10% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 69
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$18.7M |
| 2 |
TAM
Toscafund Asset Management
London,
United Kingdom
|
+$14.7M |
| 3 |
MCM
Moore Capital Management
New York
|
+$10.3M |
| 4 |
Goldman Sachs
New York
|
+$8.72M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$5.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Tocqueville Asset Management
New York
|
-$15M |
| 2 |
AG
Aperio Group
Sausalito,
California
|
-$12.7M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$12.2M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$8.71M |
| 5 |
GC
Gratry & Company
Beachwood,
Ohio
|
-$8.3M |
MUFG Hedge Fund Activity: Q4 2013 in Review
197 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2013, worth a combined $1.02B — up 5.9% from $965M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of MUFG and 26 opened new positions — a net loss of 2 holders — while 69 trimmed existing stakes and 62 added.
The largest buyer was Aristotle Capital Management, adding an estimated $18.7M. The largest seller was Tocqueville Asset Management, exiting entirely with an estimated $15M sold.
- 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2013, down from 200 in Q3 2013.
- Funds reported $1.02B of Mitsubishi UFJ Financial stock for Q4 2013, up 5.9% quarter-over-quarter.
- 26 funds opened new Mitsubishi UFJ Financial positions in Q4 2013 and 28 closed out, a net change of -2 holders.
- The largest Mitsubishi UFJ Financial buyer in Q4 2013 was Aristotle Capital Management, an estimated $18.7M added.
- The largest Mitsubishi UFJ Financial seller in Q4 2013 was Tocqueville Asset Management, an estimated $15M sold.
Based on aggregated 13F filings for Q4 2013.