We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

196 hedge funds and large institutions have $978M invested in Mitsubishi UFJ Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

17% more call options, than puts

Call options by funds: $238K | Put options by funds: $203K

17% more capital invested

Capital invested by funds: $839M → $978M (+$139M)

0.09% more ownership

Funds ownership: 0.93%1.02% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 201196 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
75
Reduced
61
Closed
25
Calls
$238K
Puts
$203K
Net Calls
+$35K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$285K -$1.03K -161 -0.4%
YMRC
102
Yorktown Management & Research Company
Virginia
$285K
Russell Investments Group
103
Russell Investments Group
United Kingdom
$277K +$262K +41,100 New
CS
104
Comerica Securities
Michigan
$261K -$71.5K -11,223 -22%
GCC
105
Guardian Capital (Canada)
Ontario, Canada
$250K -$115K -18,006 -33%
TSS
106
Two Sigma Securities
New York
$243K +$60.4K +9,479 +36%
Barclays
107
Barclays
United Kingdom
$239K -$549K -86,108 -71%
CG
108
Caprock Group
Idaho
$239K +$223K +35,053 New
AL
109
Airain Ltd
Guernsey
$235K +$52.9K +8,303 +31%
FCI
110
Financial Counselors Inc
Kansas
$230K +$5.7K +895 +3%
M&T Bank
111
M&T Bank
New York
$229K -$122K -19,198 -36%
EMG
112
Ellington Management Group
Connecticut
$214K +$202K +31,700 New
MWM
113
Mission Wealth Management
California
$207K -$5.57K -875 -3%
ATIA
114
American Trust Investment Advisors
New Hampshire
$206K
HIMCH
115
Hartford Investment Management Co (HIMCO)
Connecticut
$205K -$124K -19,450 -39%
AP
116
Advisor Partners
California
$202K +$79.4K +12,470 +71%
AZA
117
Arthur Zaske & Associates
Michigan
$188K
1GA
118
1st Global Advisors
Texas
$185K -$1.67K -262 -0.9%
BWAM
119
Boyd Watterson Asset Management
Ohio
$182K -$1.6K -252 -0.9%
PVWM
120
Point View Wealth Management
New Jersey
$171K -$9.92K -1,557 -6%
HighTower Advisors
121
HighTower Advisors
Illinois
$162K +$18.5K +2,911 +14%
LWAC
122
Laurel Wealth Advisors (California)
California
$152K
CI
123
Conning Inc
Connecticut
$141K -$149K -23,450 -53%
PCP
124
Proficio Capital Partners
Massachusetts
$141K +$35.6K +5,596 +35%
MIP
125
Marietta Investment Partners
Wisconsin
$138K

MUFG Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2017, worth a combined $978M — up 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MUFG and 21 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $18.7M sold.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $978M of Mitsubishi UFJ Financial stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new Mitsubishi UFJ Financial positions in Q2 2017 and 25 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2017 was Bank of America, an estimated $59.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.