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Mitsubishi UFJ Financial

203 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $751M → $824M (+$73.2M)

5% more funds holding

Funds holding: 194203 (+9)

0.09% less ownership

Funds ownership: 3.26%3.17% (-0.09%)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
77
Reduced
57
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
126
TD Asset Management
Ontario, Canada
$160K -$77.7K -13,088 -34%
CS
127
Comerica Securities
Michigan
$160K +$153K +25,798 New
KeyBank National Association
128
KeyBank National Association
Ohio
$159K +$22.3K +3,756 +17%
FCI
129
Financial Counselors Inc
Kansas
$156K -$9.41K -1,585 -6%
State Street
130
State Street
Massachusetts
$154K
FAAS
131
First Allied Advisory Services
California
$151K +$2.18K +368 +2%
FMT
132
First Mercantile Trust
Tennessee
$149K
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$145K -$3.56K -599 -3%
OA
134
OFI Advisors
Pennsylvania
$144K -$51.9K -8,741 -27%
IPC
135
Independent Portfolio Consultants
Florida
$140K -$11.5K -1,945 -8%
YMRC
136
Yorktown Management & Research Company
Virginia
$137K
ANRIA
137
American National Registered Investment Advisor
Texas
$136K
MNBTD
138
Moody National Bank Trust Division
Texas
$136K
V
139
Veritable
Delaware
$136K +$3.45K +581 +3%
Mirae Asset Global Investments
140
Mirae Asset Global Investments
South Korea
$136K +$63.8K +10,742 +96%
BCM
141
BTC Capital Management
Iowa
$136K +$66.5K +11,202 +106%
DADC
142
D.A. Davidson & Co
Montana
$109K -$706 -119 -0.7%
SGA
143
Strategic Global Advisors
California
$108K +$1.58K +267 +2%
ONB
144
Old National Bancorp
Indiana
$103K +$98.2K +16,552 New
TNBTD
145
Trustmark National Bank Trust Department
Mississippi
$102K +$96.9K +16,320 New
ECM
146
ETrade Capital Management
Virginia
$100K +$96K +16,169 New
CRC
147
Curi RMB Capital
Illinois
$96K -$16.8K -2,837 -16%
BF
148
BOK Financial
Oklahoma
$95K +$19.2K +3,240 +27%
IF
149
IRON Financial
Illinois
$93K -$7.36K -1,240 -8%
WB
150
WesBanco Bank
West Virginia
$89K

MUFG Hedge Fund Activity: Q1 2015 in Review

203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2015, worth a combined $824M — up 9.7% from $751M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.45M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.2M sold.

  • 203 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2015, up from 194 in Q4 2014.
  • Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2015, up 9.7% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q1 2015 and 17 closed out, a net change of +12 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2015 was Renaissance Technologies, an estimated $5.45M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2015 was Jefferies Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2015.