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Mitsubishi UFJ Financial
MUFG

209 hedge funds and large institutions have $718M invested in Mitsubishi UFJ Financial in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $87K | Put options by funds: $69K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 208 → 209 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.01% less ownership

Funds ownership: 1.05% → 1.04% (-0.01%)

20% less capital invested

Capital invested by funds: $902M → $718M (-$184M)

44% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 89

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
50
Reduced
89
Closed
36
Calls
$87K
Puts
$69K
Net Calls
+$18K
Net Calls Change
-$258K

Top Buyers

Rank Fund Capital Flow
1
LP
LMR Partners
United Kingdom
+$41M
2
NMC
Nine Masts Capital
Hong Kong
+$25.6M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$7.57M
4
CI
Cowen Inc
New York
+$7.19M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.22M

Top Sellers

Rank Fund Capital Flow
1
TAM
Todd Asset Management
Kentucky
-$15.5M
2
Bank of America
Bank of America
North Carolina
-$14.2M
3
PPA
Parametric Portfolio Associates
Washington
-$11.6M
4
Goldman Sachs
Goldman Sachs
New York
-$8.75M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$7.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
126
Bailard
California
$93K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$93K +$1.68K +296 +2%
Mackenzie Financial
128
Mackenzie Financial
Ontario, Canada
$88K +$102K +18,100 New
MAFM
129
Mid Atlantic Financial Management
Pennsylvania
$87K +$101K +17,810 New
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$82K – – –
PCG
131
Private Capital Group
Connecticut
$82K +$32.9K +5,811 +53%
MMA
132
Miracle Mile Advisors
California
$77K – – –
TSS
133
Two Sigma Securities
New York
$74K +$86.6K +15,297 New
SA
134
Sicart Associates
New York
$73K – – –
LPL Financial
135
LPL Financial
California
$72K +$84K +14,843 New
PVWM
136
Point View Wealth Management
New Jersey
$70K – – –
LC
137
Lindbrook Capital
California
$70K +$81.4K +14,381 New
WB
138
WesBanco Bank
West Virginia
$69K – – –
JWA
139
JFS Wealth Advisors
Pennsylvania
$65K – – –
PCP
140
Proficio Capital Partners
Massachusetts
$59K -$6.18K -1,092 -8%
First Trust Advisors
141
First Trust Advisors
Illinois
$59K +$2.4K +424 +4%
EVM
142
Eaton Vance Management
Massachusetts
$56K -$4.01K -708 -6%
CB
143
Commerce Bank
Missouri
$56K – – –
HW
144
Hancock Whitney
Mississippi
$56K +$175 +31 +0.3%
EFL
145
ERn Financial LLC
Wisconsin
$55K +$64.1K +11,333 New
SCM
146
Shelton Capital Management
Colorado
$54K – – –
PAG
147
Private Advisor Group
New Jersey
$54K +$62.4K +11,023 New
Creative Planning
148
Creative Planning
Kansas
$53K -$1.99K -351 -3%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$51K +$18K +3,180 +44%
CP
150
Camelot Portfolios
Ohio
$50K +$1.48K +262 +3%
4 5
6
7 8

MUFG Hedge Fund Activity: Q4 2018 in Review

209 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2018, worth a combined $718M — down 20% from $902M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MUFG positions and 36 closed out — a net gain of 1 holder — while 50 added to existing stakes and 89 trimmed.

The largest buyer was LMR Partners, adding an estimated $41M. The largest seller was Todd Asset Management, cutting an estimated $15.5M.

  • 209 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2018, up from 208 in Q3 2018.
  • Funds reported $718M of Mitsubishi UFJ Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 37 funds opened new Mitsubishi UFJ Financial positions in Q4 2018 and 36 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2018 was LMR Partners, an estimated $41M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2018 was Todd Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2018.