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Mitsubishi UFJ Financial
MUFG

194 hedge funds and large institutions have $751M invested in Mitsubishi UFJ Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $3.07M

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 191 → 194 (+3)

0.08% less ownership

Funds ownership: 3.34% → 3.26% (-0.08%)

4% less capital invested

Capital invested by funds: $782M → $751M (-$30.6M)

30% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 80

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
56
Reduced
80
Closed
21
Calls
$31.6M
Puts
$3.07M
Net Calls
+$28.5M
Net Calls Change
-$2.1M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$6.93M
2
Goldman Sachs
Goldman Sachs
New York
+$5.1M
3
GE
General Electric
Ohio
+$4.87M
4
Comerica Bank
Comerica Bank
Texas
+$3.76M
5
CAM
Capstone Asset Management
Texas
+$3.62M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$29.4M
2
TAM
Tocqueville Asset Management
New York
-$14.9M
3
BIP
Brandes Investment Partners
California
-$4.19M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
126
Yorktown Management & Research Company
Virginia
$122K – – –
KeyBank National Association
127
KeyBank National Association
Ohio
$121K -$8.25K -1,481 -6%
ANRIA
128
American National Registered Investment Advisor
Texas
$121K – – –
MNBTD
129
Moody National Bank Trust Division
Texas
$121K – – –
V
130
Veritable
Delaware
$118K -$12K -2,162 -9%
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$104K -$24K -4,308 -19%
First Trust Advisors
132
First Trust Advisors
Illinois
$104K -$11.3K -2,026 -10%
AAM
133
Advisors Asset Management
Colorado
$101K -$176K -31,522 -63%
CRC
134
Curi RMB Capital
Illinois
$101K -$11.6K -2,090 -10%
DADC
135
D.A. Davidson & Co
Montana
$98K -$280K -50,264 -74%
SGA
136
Strategic Global Advisors
California
$95K +$95.6K +17,163 New
BC
137
Banced Corp
Illinois
$82K -$28.8K -5,172 -26%
WB
138
WesBanco Bank
West Virginia
$79K +$6.63K +1,190 +9%
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$79K +$63.3K +11,355 +391%
Verition Fund Management
140
Verition Fund Management
Connecticut
$73K +$73.6K +13,207 New
JWA
141
JFS Wealth Advisors
Pennsylvania
$71K – – –
RL
142
Ruffer LLP
United Kingdom
$68K – – –
BF
143
BOK Financial
Oklahoma
$66K -$17.3K -3,105 -21%
BGA
144
Belmont Global Advisors
Texas
$64K +$64.1K +11,500 New
MC
145
Miles Capital
Iowa
$63K – – –
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$62K -$2.08K -374 -3%
CP
147
Camelot Portfolios
Ohio
$59K +$59.7K +10,710 New
I2I
148
Insight 2811 Inc
Illinois
$57K – – –
MSU
149
Maple Securities USA
New Jersey
$57K +$57.3K +10,278 New
BCM
150
BTC Capital Management
Iowa
$56K +$2.12K +380 +4%
4 5
6
7 8

MUFG Hedge Fund Activity: Q4 2014 in Review

194 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2014, worth a combined $751M — down 3.9% from $782M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MUFG positions and 21 closed out — a net gain of 4 holders — while 56 added to existing stakes and 80 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.93M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $29.4M sold.

  • 194 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2014, up from 191 in Q3 2014.
  • Funds reported $751M of Mitsubishi UFJ Financial stock for Q4 2014, down 3.9% quarter-over-quarter.
  • 25 funds opened new Mitsubishi UFJ Financial positions in Q4 2014 and 21 closed out, a net change of +4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2014 was Northern Trust, an estimated $6.93M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2014 was Thornburg Investment Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2014.