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Mitsubishi UFJ Financial
MUFG

190 hedge funds and large institutions have $647M invested in Mitsubishi UFJ Financial in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $364K | Put options by funds: $108K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $562M → $647M (+$84.9M)

2% more funds holding

Funds holding: 187 → 190 (+3)

0.02% more ownership

Funds ownership: 3.04% → 3.07% (+0.02%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
71
Reduced
61
Closed
25
Calls
$364K
Puts
$108K
Net Calls
+$256K
Net Calls Change
-$33K

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$14.2M
2
N
Nuveen
North Carolina
+$11.7M
3
CAM
Capstone Asset Management
Texas
+$5.8M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.63M
5
MCM
Masters Capital Management
Georgia
+$5.33M

Top Sellers

1
JG
Jefferies Group
New York
-$20.6M
2
Bank of America
Bank of America
North Carolina
-$11M
3
ClearBridge Investments
ClearBridge Investments
New York
-$9.89M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$4.27M
5
GE
General Electric
Ohio
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
126
Walleye Trading
New York
$94K +$93.9K +18,600 New
QCG
127
Quadrant Capital Group
Ohio
$93K +$9.93K +1,967 +11%
SCM
128
Stevens Capital Management
Pennsylvania
$92K +$17.7K +3,511 +24%
Pacer Advisors
129
Pacer Advisors
Pennsylvania
$90K – – –
Two Sigma Advisers
130
Two Sigma Advisers
New York
$89K +$88.7K +17,575 New
ARTA
131
A.R.T. Advisors
New York
$87K -$543K -107,592 -86%
IPC
132
Independent Portfolio Consultants
Florida
$87K -$11.1K -2,205 -11%
BTNA
133
Bremer Trust National Association
Minnesota
$85K -$11.3K -2,248 -12%
JSAM
134
J. Safra Asset Management
New York
$85K – – –
DWT
135
Dorsey & Whitney Trust
South Dakota
$84K +$83.5K +16,543 New
IF
136
IRON Financial
Illinois
$81K – – –
AG
137
Advisor Group
Arizona
$75K -$67.2K -13,312 -47%
WB
138
WesBanco Bank
West Virginia
$72K – – –
QT
139
Quantbot Technologies
New York
$72K +$72.2K +14,302 New
KeyBank National Association
140
KeyBank National Association
Ohio
$71K -$72.8K -14,417 -51%
CP
141
Camelot Portfolios
Ohio
$70K -$3.57K -707 -5%
RBC
142
Ronald Blue & Co
Georgia
$69K -$1.4K -278 -2%
DVM
143
Dreman Value Management
Florida
$69K -$1.36K -269 -2%
PG
144
PEAK6 Group
Illinois
$63K -$148K -29,333 -70%
JWA
145
JFS Wealth Advisors
Pennsylvania
$63K – – –
First Trust Advisors
146
First Trust Advisors
Illinois
$62K -$2.17K -429 -3%
BCM
147
BTC Capital Management
Iowa
$56K -$16.3K -3,226 -22%
NIMC
148
NWQ Investment Management Company
California
$56K – – –
HW
149
Hancock Whitney
Mississippi
$53K +$52.7K +10,435 New
PCP
150
Proficio Capital Partners
Massachusetts
$52K -$172 -34 -0.3%
4 5
6
7 8

MUFG Hedge Fund Activity: Q3 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2016, worth a combined $647M — up 15% from $562M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUFG positions and 25 closed out — a net gain of 5 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $14.2M. The largest seller was Jefferies Group, exiting entirely with an estimated $20.6M sold.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $647M of Mitsubishi UFJ Financial stock for Q3 2016, up 15% quarter-over-quarter.
  • 30 funds opened new Mitsubishi UFJ Financial positions in Q3 2016 and 25 closed out, a net change of +5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2016 was Thornburg Investment Management, an estimated $14.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2016 was Jefferies Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2016.