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Mitsubishi UFJ Financial
MUFG

194 hedge funds and large institutions have $751M invested in Mitsubishi UFJ Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $3.07M

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 191 → 194 (+3)

0.08% less ownership

Funds ownership: 3.34% → 3.26% (-0.08%)

4% less capital invested

Capital invested by funds: $782M → $751M (-$30.6M)

30% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 80

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
56
Reduced
80
Closed
21
Calls
$31.6M
Puts
$3.07M
Net Calls
+$28.5M
Net Calls Change
-$2.1M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$6.93M
2
Goldman Sachs
Goldman Sachs
New York
+$5.1M
3
GE
General Electric
Ohio
+$4.87M
4
Comerica Bank
Comerica Bank
Texas
+$3.76M
5
CAM
Capstone Asset Management
Texas
+$3.62M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$29.4M
2
TAM
Tocqueville Asset Management
New York
-$14.9M
3
BIP
Brandes Investment Partners
California
-$4.19M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
101
Point View Wealth Management
New Jersey
$232K -$5.23K -938 -2%
TD Asset Management
102
TD Asset Management
Ontario, Canada
$215K +$72.7K +13,040 +50%
HIMCH
103
Hartford Investment Management Co (HIMCO)
Connecticut
$213K +$49.9K +8,950 +30%
UBS Group
104
UBS Group
Switzerland
$205K +$206K +36,941 New
JIC
105
Johnson Investment Counsel
Ohio
$199K +$7.11K +1,276 +4%
CCA
106
Checchi Capital Advisers
California
$181K +$67.3K +12,081 +58%
Barclays
107
Barclays
United Kingdom
$178K -$141K -25,301 -42%
OA
108
OFI Advisors
Pennsylvania
$177K -$5.07K -910 -3%
CIP
109
Convergence Investment Partners
Florida
$171K +$8.62K +1,547 +5%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$166K -$55.7K -10,000 -25%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$166K +$37.5K +6,727 +29%
HNB
112
Huntington National Bank
Ohio
$155K -$52.1K -9,348 -25%
RJT
113
Raymond James Trust
Florida
$154K -$1.22K -219 -0.8%
AI
114
ArchPoint Investors
Florida
$153K +$26.6K +4,780 +21%
1GA
115
1st Global Advisors
Texas
$152K -$26.6K -4,771 -15%
BSW
116
Buckingham Strategic Wealth
Missouri
$150K +$3.81K +684 +3%
FCI
117
Financial Counselors Inc
Kansas
$148K +$53.1K +9,534 +56%
MCM
118
Manchester Capital Management
Vermont
$142K -$31.3K -5,622 -18%
State Street
119
State Street
Massachusetts
$137K – – –
IPC
120
Independent Portfolio Consultants
Florida
$135K -$175K -31,490 -56%
Creative Planning
121
Creative Planning
Kansas
$135K +$16K +2,864 +13%
FMT
122
First Mercantile Trust
Tennessee
$133K – – –
FAAS
123
First Allied Advisory Services
California
$133K +$3.88K +697 +3%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$132K +$206 +37 +0.2%
FIM
125
Freedom Investment Management
Connecticut
$126K -$5.37K -963 -4%
3 4
5
6 7

MUFG Hedge Fund Activity: Q4 2014 in Review

194 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2014, worth a combined $751M — down 3.9% from $782M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MUFG positions and 21 closed out — a net gain of 4 holders — while 56 added to existing stakes and 80 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.93M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $29.4M sold.

  • 194 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2014, up from 191 in Q3 2014.
  • Funds reported $751M of Mitsubishi UFJ Financial stock for Q4 2014, down 3.9% quarter-over-quarter.
  • 25 funds opened new Mitsubishi UFJ Financial positions in Q4 2014 and 21 closed out, a net change of +4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2014 was Northern Trust, an estimated $6.93M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2014 was Thornburg Investment Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2014.