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Mitsubishi UFJ Financial

235 hedge funds and large institutions have $1.09B invested in Mitsubishi UFJ Financial in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $10K | Put options by funds: $3K

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

3% more funds holding

Funds holding: 228235 (+7)

0.08% more ownership

Funds ownership: 1.42%1.5% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.14B → $1.09B (-$53M)

Holders
235
Holders Change
+7
Holders Change %
+3.07%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
98
Reduced
64
Closed
25
Calls
$10K
Puts
$3K
Net Calls
+$7K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
101
Cerity Partners
New York
$287K +$295K +52,376 New
IB
102
Intrust Bank
Kansas
$285K +$111K +19,728 +61%
FA
103
FDx Advisors
Illinois
$270K -$129K -22,882 -32%
JP Morgan Chase
104
JP Morgan Chase
New York
$270K +$13.5K +2,398 +5%
TC
105
TownSquare Capital
Utah
$266K +$8.16K +1,450 +3%
EVM
106
Eaton Vance Management
Massachusetts
$263K +$17.4K +3,089 +7%
WFI
107
West Family Investments
California
$258K -$653K -116,042 -71%
CCA
108
Checchi Capital Advisers
California
$258K -$38.6K -6,855 -13%
CGL
109
Clarius Group LLC
Washington
$257K +$27.8K +4,937 +12%
BTWM
110
Baker Tilly Wealth Management
Wisconsin
$251K -$4.92K -874 -2%
PWPS
111
Pinnacle Wealth Planning Services
Ohio
$248K
UBS Group
112
UBS Group
Switzerland
$244K +$26.5K +4,701 +12%
ECM
113
ExodusPoint Capital Management
New York
$234K -$44.7K -7,947 -16%
Franklin Resources
114
Franklin Resources
California
$225K +$158 +28 +0.1%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$225K +$8.24K +1,464 +4%
CS
116
Comerica Securities
Michigan
$221K -$13.9K -2,464 -6%
JIC
117
Johnson Investment Counsel
Ohio
$218K
PPW
118
Pasadena Private Wealth
California
$209K -$3.48K -618 -2%
PA
119
Parallel Advisors
California
$206K +$28.4K +5,042 +15%
SRC
120
Sage Rhino Capital
California
$204K +$13.4K +2,375 +7%
SW
121
SVB Wealth
Massachusetts
$201K -$765K -135,893 -79%
VCWA
122
Vanguard Capital Wealth Advisors
Colorado
$194K -$29.7K -5,282 -13%
YIH
123
Y-Intercept (HK)
Hong Kong
$184K -$98.3K -17,460 -34%
KOCAA
124
Knights of Columbus Asset Advisors
Connecticut
$183K +$189K +33,547 New
LSAG
125
Lake Street Advisors Group
New Hampshire
$180K +$3.42K +607 +2%

MUFG Hedge Fund Activity: Q4 2021 in Review

235 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2021, worth a combined $1.09B — down 4.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 25 closed out — a net gain of 10 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $21.8M. The largest seller was Wellington Management Group, cutting an estimated $8.21M.

  • 235 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $1.09B of Mitsubishi UFJ Financial stock for Q4 2021, down 4.7% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q4 2021 and 25 closed out, a net change of +10 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2021 was Aristotle Capital Management, an estimated $21.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2021 was Wellington Management Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2021.