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Mitsubishi UFJ Financial

208 hedge funds and large institutions have $902M invested in Mitsubishi UFJ Financial in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $798M → $902M (+$104M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 207208 (+1)

0.03% more ownership

Funds ownership: 1.02%1.05% (+0.03%)

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
79
Reduced
57
Closed
28
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
101
Comerica Securities
Michigan
$249K +$10.3K +1,709 +4%
LSAG
102
Lake Street Advisors Group
New Hampshire
$247K -$17.3K -2,864 -7%
ONB
103
Old National Bancorp
Indiana
$238K -$29.6K -4,905 -11%
JIC
104
Johnson Investment Counsel
Ohio
$234K
Connor, Clark & Lunn Investment Management (CC&L)
105
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$228K +$85.7K +14,200 +63%
SS
106
Simplicity Solutions
Minnesota
$219K +$91K +15,086 +75%
FIM
107
Freedom Investment Management
Connecticut
$209K -$4.29K -711 -2%
ECM
108
Evergreen Capital Management
Washington
$207K +$202K +33,521 New
DWT
109
Dorsey & Whitney Trust
South Dakota
$193K +$87.9K +14,578 +88%
ATIA
110
American Trust Investment Advisors
New Hampshire
$189K
HIMCH
111
Hartford Investment Management Co (HIMCO)
Connecticut
$188K
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$186K +$45.6K +7,567 +34%
CG
113
Caprock Group
Idaho
$183K +$7.9K +1,310 +5%
AG
114
Advisor Group
Arizona
$183K +$48.2K +7,999 +37%
RhumbLine Advisers
115
RhumbLine Advisers
Massachusetts
$178K +$102K +16,946 +144%
MML Investors Services
116
MML Investors Services
Massachusetts
$168K +$92K +15,256 +129%
HH
117
Hilltop Holdings
Texas
$167K +$74.5K +12,352 +84%
MC
118
Miles Capital
Iowa
$165K -$129K -21,407 -44%
QCG
119
Quadrant Capital Group
Ohio
$163K +$26.4K +4,369 +18%
State Street
120
State Street
Massachusetts
$158K
SG Americas Securities
121
SG Americas Securities
New York
$143K +$139K +23,121 New
LWAC
122
Laurel Wealth Advisors (California)
California
$140K
Two Sigma Investments
123
Two Sigma Investments
New York
$120K +$117K +19,464 New
B
124
Bailard
California
$118K -$41.3K -6,845 -26%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$116K -$1.33K -221 -1%

MUFG Hedge Fund Activity: Q3 2018 in Review

208 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2018, worth a combined $902M — up 13% from $798M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 28 closed out — a net gain of 1 holder — while 79 added to existing stakes and 57 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $14.2M.

  • 208 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2018, up from 207 in Q2 2018.
  • Funds reported $902M of Mitsubishi UFJ Financial stock for Q3 2018, up 13% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2018 was Aristotle Capital Management, an estimated $10.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2018 was Royal Bank of Canada, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2018.