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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
101
Sage Rhino Capital
California
$158K -$1.96K -461 -1%
PAG
102
Private Advisor Group
New Jersey
$154K +$148K +34,847 New
EI
103
Ellevest Inc
New York
$149K +$29.1K +6,851 +26%
DIM
104
DC Investments Management
Virginia
$139K
BC
105
Bridgefront Capital
Texas
$134K +$128K +30,181 New
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$132K -$17.2K -4,051 -12%
PA
107
Parallel Advisors
California
$131K -$32.9K -7,738 -21%
CWP
108
Curated Wealth Partners
California
$128K +$123K +28,999 New
SSA
109
Schonfeld Strategic Advisors
New York
$120K +$116K +27,200 New
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$117K -$18.9K -4,457 -14%
PMA
111
Prudent Man Advisors
Illinois
$117K
RCM
112
RNC Capital Management
California
$115K +$60.3K +14,200 +121%
FCI
113
Financial Counselors Inc
Kansas
$114K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$113K -$32K -7,525 -24%
State Street
115
State Street
Massachusetts
$113K
ECM
116
ExodusPoint Capital Management
New York
$111K -$125K -29,463 -54%
OL
117
Optas LLC
Texas
$109K -$103K -24,339 -50%
BCI
118
Brinker Capital Investments
Pennsylvania
$106K -$675K -158,780 -87%
AAM
119
Advisors Asset Management
Colorado
$100K +$12.5K +2,935 +15%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$99K +$63.8K +15,008 +203%
CAM
121
Cozad Asset Management
Illinois
$95K -$18.5K -4,345 -17%
RWM
122
Ritholtz Wealth Management
New York
$90K +$6.42K +1,511 +8%
MWM
123
Mission Wealth Management
California
$86K +$29K +6,821 +54%
HHGA
124
Halbert Hargrove Global Advisors
California
$86K +$82.9K +19,511 New
CAM
125
Cresset Asset Management
Illinois
$80K +$676 +159 +0.9%

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.