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Mitsubishi UFJ Financial
MUFG

196 hedge funds and large institutions have $786M invested in Mitsubishi UFJ Financial in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

21% more capital invested

Capital invested by funds: $647M → $786M (+$138M)

3% more funds holding

Funds holding: 190 → 196 (+6)

2.17% less ownership

Funds ownership: 3.07% → 0.9% (-2.2%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
4.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
58
Reduced
75
Closed
24
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
-$10K

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$20.6M
2
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$16M
3
PPA
Parametric Portfolio Associates
Washington
+$6.44M
4
JG
Jefferies Group
New York
+$3.95M
5
OMC
Old Mission Capital
Illinois
+$2.96M

Top Sellers

1
N
Nuveen
North Carolina
-$8.9M
2
NMC
Nine Masts Capital
Hong Kong
-$6.62M
3
CAM
Capstone Asset Management
Texas
-$6.49M
4
Millennium Management
Millennium Management
New York
-$3.95M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
126
BBR Partners
New York
$128K +$118K +20,760 New
Marshall Wace
127
Marshall Wace
United Kingdom
$126K -$682K -119,993 -85%
KeyBank National Association
128
KeyBank National Association
Ohio
$119K +$29.9K +5,270 +37%
HW
129
Hancock Whitney
Mississippi
$117K +$48.3K +8,499 +81%
QCG
130
Quadrant Capital Group
Ohio
$110K -$1.39K -244 -1%
AG
131
Advisor Group
Arizona
$107K +$13.3K +2,336 +16%
O
132
OppenheimerFunds
New York
$105K -$17.9K -3,147 -16%
BTNA
133
Bremer Trust National Association
Minnesota
$102K -$1.44K -253 -2%
DWT
134
Dorsey & Whitney Trust
South Dakota
$102K – – –
IPC
135
Independent Portfolio Consultants
Florida
$101K -$5.23K -920 -5%
TA
136
Tiedemann Advisors
New York
$101K +$93.5K +16,460 New
HNB
137
Huntington National Bank
Ohio
$99K -$48.5K -8,543 -35%
IF
138
IRON Financial
Illinois
$95K -$3.63K -638 -4%
RBC
139
Ronald Blue & Co
Georgia
$89K +$3.69K +650 +5%
BSW
140
Buckingham Strategic Wealth
Missouri
$88K -$31.7K -5,577 -28%
WB
141
WesBanco Bank
West Virginia
$88K – – –
Truist Financial
142
Truist Financial
North Carolina
$86K +$78.6K +13,836 New
CP
143
Camelot Portfolios
Ohio
$84K -$744 -131 -0.9%
HighTower Advisors
144
HighTower Advisors
Illinois
$82K -$72.1K -12,695 -49%
JWA
145
JFS Wealth Advisors
Pennsylvania
$77K – – –
FAAS
146
First Allied Advisory Services
California
$77K +$71.4K +12,569 New
First Trust Advisors
147
First Trust Advisors
Illinois
$73K -$1.98K -349 -3%
BCM
148
BTC Capital Management
Iowa
$69K – – –
NIMC
149
NWQ Investment Management Company
California
$68K – – –
PCP
150
Proficio Capital Partners
Massachusetts
$66K +$2.53K +446 +4%
4 5
6
7 8

MUFG Hedge Fund Activity: Q4 2016 in Review

196 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2016, worth a combined $786M — up 21% from $647M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new MUFG positions and 24 closed out — a net gain of 10 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was Northern Trust, adding an estimated $20.6M. The largest seller was Nuveen, cutting an estimated $8.9M.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2016, up from 190 in Q3 2016.
  • Funds reported $786M of Mitsubishi UFJ Financial stock for Q4 2016, up 21% quarter-over-quarter.
  • 34 funds opened new Mitsubishi UFJ Financial positions in Q4 2016 and 24 closed out, a net change of +10 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2016 was Northern Trust, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2016 was Nuveen, an estimated $8.9M sold.

Based on aggregated 13F filings for Q4 2016.