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Mitsubishi UFJ Financial
MUFG

192 hedge funds and large institutions have $889M invested in Mitsubishi UFJ Financial in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 1.02% → 0.97% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 66

2% less funds holding

Funds holding: 196 → 192 (-4)

9% less capital invested

Capital invested by funds: $978M → $889M (-$88.6M)

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
64
Reduced
66
Closed
24
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$218K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.99M
2
Millennium Management
Millennium Management
New York
+$6.17M
3
PPA
Parametric Portfolio Associates
Washington
+$4.31M
4
CI
Cambiar Investors
Colorado
+$3.87M
5
JG
Jefferies Group
New York
+$3.81M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$25.9M
2
BIP
Brandes Investment Partners
California
-$19.9M
3
MCM
Masters Capital Management
Georgia
-$18.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.39M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
101
Quadrant Capital Group
Ohio
$291K -$7.19K -1,139 -2%
GIM
102
Granahan Investment Management
Massachusetts
$287K -$10.4K -1,652 -4%
S
103
SignatureFD
Georgia
$283K +$10.1K +1,598 +4%
MC
104
Miles Capital
Iowa
$281K – – –
HighTower Advisors
105
HighTower Advisors
Illinois
$272K +$113K +17,955 +74%
WDL
106
Well Done LLC
Michigan
$246K +$241K +38,162 New
FCI
107
Financial Counselors Inc
Kansas
$244K +$23.8K +3,767 +11%
CG
108
Caprock Group
Idaho
$241K +$15.2K +2,400 +7%
IFWM
109
Institute for Wealth Management
Colorado
$212K +$208K +32,960 New
MWM
110
Mission Wealth Management
California
$196K -$1.58K -250 -0.8%
ATIA
111
American Trust Investment Advisors
New Hampshire
$196K – – –
HIMCH
112
Hartford Investment Management Co (HIMCO)
Connecticut
$196K – – –
AP
113
Advisor Partners
California
$196K +$3.38K +535 +2%
CS
114
Comerica Securities
Michigan
$188K -$59.6K -9,437 -24%
CSS
115
Cubist Systematic Strategies
Connecticut
$188K +$184K +29,194 New
SWP
116
Stratos Wealth Partners
Ohio
$180K +$86.8K +13,746 +97%
AZA
117
Arthur Zaske & Associates
Michigan
$179K – – –
Barclays
118
Barclays
United Kingdom
$168K -$58.5K -9,264 -26%
RIA
119
Regal Investment Advisors
Michigan
$163K +$88.7K +14,039 +124%
BWAM
120
Boyd Watterson Asset Management
Ohio
$161K -$12K -1,899 -7%
PVWM
121
Point View Wealth Management
New Jersey
$156K -$7.3K -1,156 -5%
M&T Bank
122
M&T Bank
New York
$151K -$66.1K -10,469 -31%
LWAC
123
Laurel Wealth Advisors (California)
California
$145K – – –
GCC
124
Guardian Capital (Canada)
Ontario, Canada
$140K -$96.2K -15,230 -41%
VF
125
Virtu Financial
New York
$138K +$135K +21,360 New
3 4
5
6 7

MUFG Hedge Fund Activity: Q3 2017 in Review

192 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2017, worth a combined $889M — down 9.1% from $978M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MUFG positions and 24 closed out — a net gain of 2 holders — while 64 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.99M. The largest seller was Thornburg Investment Management, cutting an estimated $25.9M.

  • 192 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2017, down from 196 in Q2 2017.
  • Funds reported $889M of Mitsubishi UFJ Financial stock for Q3 2017, down 9.1% quarter-over-quarter.
  • 26 funds opened new Mitsubishi UFJ Financial positions in Q3 2017 and 24 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2017 was Wellington Management Group, an estimated $8.99M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2017 was Thornburg Investment Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2017.