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Mitsubishi UFJ Financial
MUFG

190 hedge funds and large institutions have $647M invested in Mitsubishi UFJ Financial in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $364K | Put options by funds: $108K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $562M → $647M (+$84.9M)

2% more funds holding

Funds holding: 187 → 190 (+3)

0.02% more ownership

Funds ownership: 3.04% → 3.07% (+0.02%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
71
Reduced
61
Closed
25
Calls
$364K
Puts
$108K
Net Calls
+$256K
Net Calls Change
-$33K

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$14.2M
2
N
Nuveen
North Carolina
+$11.7M
3
CAM
Capstone Asset Management
Texas
+$5.8M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.63M
5
MCM
Masters Capital Management
Georgia
+$5.33M

Top Sellers

1
JG
Jefferies Group
New York
-$20.6M
2
Bank of America
Bank of America
North Carolina
-$11M
3
ClearBridge Investments
ClearBridge Investments
New York
-$9.89M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$4.27M
5
GE
General Electric
Ohio
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
101
Comerica Securities
Michigan
$251K +$71.5K +14,159 +40%
JIC
102
Johnson Investment Counsel
Ohio
$247K +$1.98K +393 +0.8%
CS
103
Credit Suisse
Switzerland
$232K -$46.9K -9,299 -17%
Citadel Advisors
104
Citadel Advisors
Florida
$223K -$230K -45,512 -51%
DADC
105
D.A. Davidson & Co
Montana
$214K +$169K +33,483 +359%
PVWM
106
Point View Wealth Management
New Jersey
$196K -$15.5K -3,069 -7%
AP
107
Advisor Partners
California
$190K +$49.8K +9,874 +36%
S
108
SignatureFD
Georgia
$181K +$58.4K +11,562 +48%
JFA
109
JNBA Financial Advisors
Minnesota
$181K +$181K +35,781 New
MC
110
Miles Capital
Iowa
$180K +$43.5K +8,613 +32%
CONA
111
Capital One National Association
New York
$175K +$175K +34,683 New
OMC
112
Old Mission Capital
Illinois
$161K -$335K -66,330 -68%
1GA
113
1st Global Advisors
Texas
$157K +$10.4K +2,060 +7%
Geode Capital Management
114
Geode Capital Management
Massachusetts
$153K +$12.6K +2,500 +9%
ATIA
115
American Trust Investment Advisors
New Hampshire
$151K – – –
SGA
116
Strategic Global Advisors
California
$135K -$4.01K -795 -3%
HighTower Advisors
117
HighTower Advisors
Illinois
$130K +$78.2K +15,499 +148%
Barclays
118
Barclays
United Kingdom
$124K -$2.48M -490,283 -95%
HNB
119
Huntington National Bank
Ohio
$124K +$32.9K +6,524 +36%
CWA
120
Cypress Wealth Advisors
California
$120K +$5.46K +1,082 +5%
YMRC
121
Yorktown Management & Research Company
Virginia
$111K – – –
Creative Planning
122
Creative Planning
Kansas
$106K +$27K +5,344 +34%
O
123
OppenheimerFunds
New York
$102K -$14.3K -2,829 -12%
BSW
124
Buckingham Strategic Wealth
Missouri
$101K – – –
ECM
125
ETrade Capital Management
Virginia
$96K +$96.3K +19,075 New
3 4
5
6 7

MUFG Hedge Fund Activity: Q3 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2016, worth a combined $647M — up 15% from $562M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUFG positions and 25 closed out — a net gain of 5 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $14.2M. The largest seller was Jefferies Group, exiting entirely with an estimated $20.6M sold.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $647M of Mitsubishi UFJ Financial stock for Q3 2016, up 15% quarter-over-quarter.
  • 30 funds opened new Mitsubishi UFJ Financial positions in Q3 2016 and 25 closed out, a net change of +5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2016 was Thornburg Investment Management, an estimated $14.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2016 was Jefferies Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2016.