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Mitsubishi UFJ Financial

203 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $751M → $824M (+$73.2M)

5% more funds holding

Funds holding: 194203 (+9)

0.09% less ownership

Funds ownership: 3.26%3.17% (-0.09%)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
77
Reduced
57
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
101
B. Riley Wealth Advisors
Florida
$301K -$87.5K -14,740 -41%
SG Americas Securities
102
SG Americas Securities
New York
$297K +$283K +47,700 New
JIC
103
Johnson Investment Counsel
Ohio
$290K +$62.9K +10,599 +29%
HIMCH
104
Hartford Investment Management Co (HIMCO)
Connecticut
$280K +$38.9K +6,550 +17%
PRC
105
Platte River Capital
Colorado
$277K -$119K -20,000 -31%
AP
106
Advisor Partners
California
$271K -$15.4K -2,587 -6%
Allianz Asset Management
107
Allianz Asset Management
Germany
$269K
JMPWA
108
JP Morgan Private Wealth Advisors
California
$267K +$76.3K +12,852 +43%
PVWM
109
Point View Wealth Management
New Jersey
$261K
LSA
110
L & S Advisors
California
$251K +$240K +40,400 New
HT
111
HighTower Trust
Texas
$207K +$197K +33,216 New
AI
112
ArchPoint Investors
Florida
$201K +$28.1K +4,730 +17%
SC
113
Scotia Capital
Ontario, Canada
$192K +$183K +30,885 New
PAM
114
Princeton Alpha Management
New Jersey
$190K -$240K -40,495 -57%
First Trust Advisors
115
First Trust Advisors
Illinois
$190K +$69.9K +11,780 +63%
FIM
116
Freedom Investment Management
Connecticut
$188K +$44.7K +7,526 +33%
HNB
117
Huntington National Bank
Ohio
$179K +$4.51K +760 +3%
RIL
118
Rothschild Investment LLC
Illinois
$177K -$122K -20,500 -42%
TRCT
119
Tower Research Capital (TRC)
New York
$177K +$168K +28,266 +14,421%
CIP
120
Convergence Investment Partners
Florida
$176K -$15.5K -2,613 -8%
RJT
121
Raymond James Trust
Florida
$176K +$1.79K +301 +1%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$175K -$10.7K -1,811 -6%
1GA
123
1st Global Advisors
Texas
$173K +$2.74K +462 +2%
BSW
124
Buckingham Strategic Wealth
Missouri
$170K +$2.04K +343 +1%
Pacer Advisors
125
Pacer Advisors
Pennsylvania
$168K +$161K +27,061 New

MUFG Hedge Fund Activity: Q1 2015 in Review

203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2015, worth a combined $824M — up 9.7% from $751M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.45M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.2M sold.

  • 203 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2015, up from 194 in Q4 2014.
  • Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2015, up 9.7% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q1 2015 and 17 closed out, a net change of +12 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2015 was Renaissance Technologies, an estimated $5.45M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2015 was Jefferies Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2015.