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Mitsubishi UFJ Financial

196 hedge funds and large institutions have $978M invested in Mitsubishi UFJ Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

17% more call options, than puts

Call options by funds: $238K | Put options by funds: $203K

17% more capital invested

Capital invested by funds: $839M → $978M (+$139M)

0.09% more ownership

Funds ownership: 0.93%1.02% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 201196 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
75
Reduced
61
Closed
25
Calls
$238K
Puts
$203K
Net Calls
+$35K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
126
Pacer Advisors
Pennsylvania
$131K -$8.29K -1,302 -6%
AG
127
Advisor Group
Arizona
$126K +$18.3K +2,869 +18%
RBC
128
Ronald Blue & Co
Georgia
$122K +$18.8K +2,948 +19%
BP
129
Ballentine Partners
Massachusetts
$119K +$20.8K +3,263 +21%
DWT
130
Dorsey & Whitney Trust
South Dakota
$112K
UCFA
131
United Capital Financial Advisors
Texas
$112K +$106K +16,612 New
Two Sigma Investments
132
Two Sigma Investments
New York
$111K -$1.47M -231,117 -93%
TA
133
Tiedemann Advisors
New York
$111K -$4.1K -644 -4%
CCIA
134
Campbell & Co Investment Adviser
Maryland
$109K +$103K +16,175 New
MMA
135
Miracle Mile Advisors
California
$106K
PFPT
136
Pinnacle Financial Partners (Tennessee)
Tennessee
$99K
BSW
137
Buckingham Strategic Wealth
Missouri
$97K
WB
138
WesBanco Bank
West Virginia
$96K
HNB
139
Huntington National Bank
Ohio
$96K +$5.83K +915 +7%
SWP
140
Stratos Wealth Partners
Ohio
$96K +$90.1K +14,148 New
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$95K +$20.2K +3,176 +29%
SS
142
Simplicity Solutions
Minnesota
$92K +$23K +3,616 +36%
First Trust Advisors
143
First Trust Advisors
Illinois
$86K -$1.96K -308 -2%
Creative Planning
144
Creative Planning
Kansas
$85K -$5.43K -853 -6%
JWA
145
JFS Wealth Advisors
Pennsylvania
$84K -$847 -133 -1%
AWM
146
AE Wealth Management
Kansas
$84K +$79.2K +12,437 New
CP
147
Camelot Portfolios
Ohio
$83K -$6.03K -946 -7%
BCM
148
BlueCrest Capital Management
Jersey
$82K -$33.4K -5,243 -30%
Principal Financial Group
149
Principal Financial Group
Iowa
$78K +$73.9K +11,609 New
RIA
150
Regal Investment Advisors
Michigan
$77K +$72.3K +11,347 New

MUFG Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2017, worth a combined $978M — up 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MUFG and 21 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $18.7M sold.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $978M of Mitsubishi UFJ Financial stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new Mitsubishi UFJ Financial positions in Q2 2017 and 25 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2017 was Bank of America, an estimated $59.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.