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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $956M invested in Mitsubishi UFJ Financial in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 44

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

34% more capital invested

Capital invested by funds: $714M → $956M (+$242M)

9% more funds holding

Funds holding: 198 → 215 (+17)

0.12% more ownership

Funds ownership: 1.19% → 1.31% (+0.12%)

8% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.12M

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
94
Reduced
44
Closed
19
Calls
$1.04M
Puts
$1.12M
Net Calls
-$86K
Net Calls Change
-$59K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$43.2M
2
BlackRock
BlackRock
New York
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$10.1M
4
TIM
Thornburg Investment Management
New Mexico
+$5.42M
5
SG
StoneX Group
New York
+$5.14M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$8.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.26M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$775K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$231K +$15K +2,916 +7%
HF
102
HRT Financial
New York
$223K +$215K +41,622 New
Franklin Resources
103
Franklin Resources
California
$221K – – –
JIC
104
Johnson Investment Counsel
Ohio
$215K – – –
W
105
WealthStone
Ohio
$199K +$387 +75 +0.2%
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$197K +$34.6K +6,713 +22%
SRC
107
Sage Rhino Capital
California
$195K +$2.73K +529 +1%
RWM
108
Ritholtz Wealth Management
New York
$187K +$74.2K +14,389 +71%
TI
109
Trexquant Investment
Connecticut
$187K +$179K +34,772 New
PPW
110
Pasadena Private Wealth
California
$177K -$48.8K -9,460 -22%
GCP
111
GSA Capital Partners
United Kingdom
$166K +$102K +19,738 +177%
PA
112
Parallel Advisors
California
$162K +$2.44K +473 +2%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$161K -$96.6K -18,731 -38%
AIM
114
Aigen Investment Management
New York
$160K -$61.8K -11,986 -29%
CGL
115
Clarius Group LLC
Washington
$160K +$89.4K +17,327 +140%
TC
116
TownSquare Capital
Utah
$160K +$154K +29,814 New
RCM
117
RNC Capital Management
California
$158K +$18.1K +3,500 +14%
EI
118
Ellevest Inc
New York
$155K -$24.2K -4,697 -14%
SFI
119
Susquehanna Fundamental Investments
Pennsylvania
$152K -$339K -65,650 -70%
KP
120
Keel Point
Alabama
$145K +$59.5K +11,537 +75%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$143K +$15.5K +3,008 +13%
PMA
122
Prudent Man Advisors
Illinois
$142K -$201 -39 -0.1%
KPW
123
Kore Private Wealth
New York
$139K +$44.2K +8,563 +50%
OL
124
Optas LLC
Texas
$138K +$5.14K +997 +4%
FCI
125
Financial Counselors Inc
Kansas
$137K -$929 -180 -0.7%
3 4
5
6 7

MUFG Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2021, worth a combined $956M — up 34% from $714M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MUFG positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 44 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $43.2M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.28M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $956M of Mitsubishi UFJ Financial stock for Q1 2021, up 34% quarter-over-quarter.
  • 38 funds opened new Mitsubishi UFJ Financial positions in Q1 2021 and 19 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2021 was Aristotle Capital Management, an estimated $43.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2021 was Parametric Portfolio Associates, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2021.