We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18%1.19% (+0.02%)

4% less funds holding

Funds holding: 197190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$121K +$14.9K +3,123 +10%
ECM
102
Evergreen Capital Management
Washington
$120K -$122K -25,639 -44%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$120K +$28.4K +5,969 +22%
Creative Planning
104
Creative Planning
Kansas
$117K +$153K +32,028 New
AIM
105
Aigen Investment Management
New York
$107K +$139K +29,197 New
FCI
106
Financial Counselors Inc
Kansas
$103K -$367 -77 -0.3%
TPCW
107
TD Private Client Wealth
New York
$101K -$236K -49,559 -64%
MC
108
Miles Capital
Iowa
$98K +$1.9K +399 +2%
FIM
109
Freedom Investment Management
Connecticut
$97K -$1.66K -348 -2%
ONB
110
Old National Bancorp
Indiana
$96K +$586 +123 +0.5%
SRC
111
Sage Rhino Capital
California
$95K -$72K -15,103 -37%
State Street
112
State Street
Massachusetts
$93K
QCG
113
Quadrant Capital Group
Ohio
$92K -$814K -170,749 -87%
EI
114
Ethic Inc
New York
$92K +$59.9K +12,563 +100%
CB
115
Commerce Bank
Missouri
$87K +$28.3K +5,936 +34%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$87K +$34.3K +7,189 +43%
AAM
117
Advisors Asset Management
Colorado
$85K +$14.4K +3,027 +15%
UBS Group
118
UBS Group
Switzerland
$83K -$122K -25,637 -53%
HW
119
Hancock Whitney
Mississippi
$80K +$48.5K +10,186 +87%
AllianceBernstein
120
AllianceBernstein
Tennessee
$79K -$5.09K -1,069 -5%
GT
121
Glenmede Trust
Pennsylvania
$74K
EGM
122
Engineers Gate Manager
New York
$74K +$96.8K +20,313 New
Squarepoint
123
Squarepoint
New York
$71K -$184K -38,626 -66%
HNB
124
Huntington National Bank
Ohio
$68K -$7.86K -1,649 -8%
LC
125
Lindbrook Capital
California
$63K -$47.4K -9,948 -36%

MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.