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Mitsubishi UFJ Financial

207 hedge funds and large institutions have $798M invested in Mitsubishi UFJ Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $182K | Put options by funds: $80K

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.13% more ownership

Funds ownership: 0.89%1.02% (+0.13%)

0% less funds holding

Funds holding: 208207 (-1)

3% less capital invested

Capital invested by funds: $824M → $798M (-$26.2M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
58
Reduced
74
Closed
33
Calls
$182K
Puts
$80K
Net Calls
+$102K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
101
Lake Street Advisors Group
New Hampshire
$241K -$10.8K -1,704 -4%
AP
102
Advisor Partners
California
$228K -$148K -23,309 -37%
CS
103
Comerica Securities
Michigan
$218K +$1.09K +173 +0.5%
JIC
104
Johnson Investment Counsel
Ohio
$214K -$116K -18,250 -32%
M&T Bank
105
M&T Bank
New York
$207K +$51.7K +8,160 +29%
Barclays
106
Barclays
United Kingdom
$202K -$151K -23,779 -40%
FIM
107
Freedom Investment Management
Connecticut
$200K -$7.6K -1,201 -3%
HighTower Advisors
108
HighTower Advisors
Illinois
$178K +$22.4K +3,546 +13%
ATIA
109
American Trust Investment Advisors
New Hampshire
$172K
HIMCH
110
Hartford Investment Management Co (HIMCO)
Connecticut
$172K
CCIA
111
Campbell & Co Investment Adviser
Maryland
$164K -$484K -76,400 -72%
CG
112
Caprock Group
Idaho
$163K -$51.2K -8,088 -22%
DTL
113
Dynamic Technology Lab
Singapore
$152K -$101K -16,029 -37%
MWM
114
Mission Wealth Management
California
$148K -$7.75K -1,225 -4%
B
115
Bailard
California
$147K
State Street
116
State Street
Massachusetts
$144K
UCFA
117
United Capital Financial Advisors
Texas
$141K -$147K -23,147 -48%
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$128K +$143K +22,600 New
QCG
119
Quadrant Capital Group
Ohio
$127K -$141K -22,262 -47%
LWAC
120
Laurel Wealth Advisors (California)
California
$127K +$734 +116 +0.5%
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$127K +$142K +22,497 New
AG
122
Advisor Group
Arizona
$123K +$266 +42 +0.2%
SS
123
Simplicity Solutions
Minnesota
$114K +$54K +8,537 +73%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$107K +$16.9K +2,664 +16%
DWT
125
Dorsey & Whitney Trust
South Dakota
$93K -$79.3K -12,521 -43%

MUFG Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2018, worth a combined $798M — down 3.2% from $824M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 33 closed out — a net gain of 2 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.87M.

  • 207 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $798M of Mitsubishi UFJ Financial stock for Q2 2018, down 3.2% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q2 2018 and 33 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $56.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2018 was JP Morgan Chase, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2018.