We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

187 hedge funds and large institutions have $562M invested in Mitsubishi UFJ Financial in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $516K | Put options by funds: $227K

0.09% less ownership

Funds ownership: 3.14%3.04% (-0.09%)

3% less funds holding

Funds holding: 192187 (-5)

7% less capital invested

Capital invested by funds: $605M → $562M (-$42.7M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

27% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 79

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
79
Closed
23
Calls
$516K
Puts
$227K
Net Calls
+$289K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
101
State Street
Massachusetts
$123K
Geode Capital Management
102
Geode Capital Management
Massachusetts
$123K +$28.8K +6,096 +28%
AP
103
Advisor Partners
California
$123K +$54.2K +11,457 +70%
MC
104
Miles Capital
Iowa
$120K +$128K +26,997 New
OAM
105
Oxford Asset Management
United Kingdom
$118K -$175K -36,961 -58%
ONB
106
Old National Bancorp
Indiana
$112K -$82.8K -17,508 -41%
SG Americas Securities
107
SG Americas Securities
New York
$112K +$120K +25,314 New
SG
108
Societe Generale
$112K +$120K +25,314 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$107K
S
110
SignatureFD
Georgia
$107K +$82K +17,336 +252%
FCI
111
Financial Counselors Inc
Kansas
$103K -$64.5K -13,630 -37%
O
112
OppenheimerFunds
New York
$102K -$17.7K -3,741 -14%
CWA
113
Cypress Wealth Advisors
California
$100K +$107K +22,661 New
YMRC
114
Yorktown Management & Research Company
Virginia
$97K
BF
115
BOK Financial
Oklahoma
$90K -$49.4K -10,438 -34%
BSW
116
Buckingham Strategic Wealth
Missouri
$88K -$28K -5,911 -23%
RJT
117
Raymond James Trust
Florida
$87K -$6.83K -1,444 -7%
IPC
118
Independent Portfolio Consultants
Florida
$87K -$4.89K -1,035 -5%
BTNA
119
Bremer Trust National Association
Minnesota
$84K -$65.6K -13,860 -42%
FAAS
120
First Allied Advisory Services
California
$84K -$39K -8,248 -30%
RIL
121
Rothschild Investment LLC
Illinois
$82K
HNB
122
Huntington National Bank
Ohio
$80K -$50.9K -10,770 -37%
Pacer Advisors
123
Pacer Advisors
Pennsylvania
$79K
JSAM
124
J. Safra Asset Management
New York
$75K +$79.9K +16,897 New
QCG
125
Quadrant Capital Group
Ohio
$74K +$43.4K +9,171 +105%

MUFG Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2016, worth a combined $562M — down 7.1% from $605M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MUFG and 18 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 58 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.83M. The largest seller was Thomas White International, cutting an estimated $6.48M.

  • 187 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2016, down from 192 in Q1 2016.
  • Funds reported $562M of Mitsubishi UFJ Financial stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 18 funds opened new Mitsubishi UFJ Financial positions in Q2 2016 and 23 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2016 was Parametric Portfolio Associates, an estimated $4.83M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2016 was Thomas White International, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2016.