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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
101
Old National Bancorp
Indiana
$115K +$10.4K +2,582 +10%
EI
102
Ellevest Inc
New York
$107K +$23.7K +5,881 +28%
PMA
103
Prudent Man Advisors
Illinois
$106K -$1.58K -392 -1%
CAM
104
Cozad Asset Management
Illinois
$104K -$91.9K -22,772 -47%
FCI
105
Financial Counselors Inc
Kansas
$103K -$4.67K -1,158 -4%
State Street
106
State Street
Massachusetts
$102K
UBS Group
107
UBS Group
Switzerland
$101K +$2.12K +524 +2%
CAW
108
Cornerstone Advisors (Washington)
Washington
$80K +$14.8K +3,664 +23%
AAM
109
Advisors Asset Management
Colorado
$79K -$3.65K -905 -4%
CB
110
Commerce Bank
Missouri
$78K +$1.97K +488 +3%
RWM
111
Ritholtz Wealth Management
New York
$76K -$31.8K -7,879 -29%
Squarepoint
112
Squarepoint
New York
$75K +$35.1K +8,688 +86%
CAM
113
Cresset Asset Management
Illinois
$72K -$106K -26,265 -59%
LFA
114
Legacy Financial Advisors
Kentucky
$64K +$64.8K +16,041 New
KP
115
Keel Point
Alabama
$63K +$63K +15,610 New
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$62K +$2.51K +621 +4%
HH
117
Hilltop Holdings
Texas
$61K -$610 -151 -1%
FPS
118
Fieldpoint Private Securities
Connecticut
$60K +$4.64K +1,150 +8%
Prudential Financial
119
Prudential Financial
New Jersey
$59K +$5.77K +1,429 +11%
BWP
120
Baldwin Wealth Partners
Massachusetts
$58K
JWA
121
JFS Wealth Advisors
Pennsylvania
$58K
Deutsche Bank
122
Deutsche Bank
Germany
$57K +$56.4K +13,972 +7,593%
BCAM
123
Boston Common Asset Management
Massachusetts
$56K +$56.4K +13,973 New
FIM
124
Freedom Investment Management
Connecticut
$55K -$3.12K -772 -5%
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
$53K +$53.2K +13,178 New

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.