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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $730M invested in Mitsubishi UFJ Financial in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $392K | Put options by funds: $60K

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $679M → $730M (+$51.5M)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 205197 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
94
Reduced
45
Closed
32
Calls
$392K
Puts
$60K
Net Calls
+$332K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
126
Advisors Asset Management
Colorado
$102K -$7.47K -1,524 -7%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$101K +$1.85K +378 +2%
HH
128
Hilltop Holdings
Texas
$96K +$12.5K +2,560 +16%
TC
129
Telemus Capital
Michigan
$93K +$11.2K +2,289 +14%
AT
130
Arden Trust
Delaware
$91K +$1.27K +259 +1%
LTFS
131
Ladenburg Thalmann Financial Services
Florida
$91K +$19.6K +3,994 +28%
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$91K +$88K +17,954 New
Citadel Advisors
133
Citadel Advisors
Florida
$86K -$113K -23,133 -58%
MMA
134
Miracle Mile Advisors
California
$80K
Creative Planning
135
Creative Planning
Kansas
$80K +$16.4K +3,349 +27%
MAFM
136
Mid Atlantic Financial Management
Pennsylvania
$76K -$9.26K -1,890 -11%
QT
137
Quantamental Technologies
New York
$75K -$2.45K -500 -3%
JWA
138
JFS Wealth Advisors
Pennsylvania
$74K
PVWM
139
Point View Wealth Management
New Jersey
$73K
CAW
140
Cornerstone Advisors (Washington)
Washington
$73K +$51K +10,413 +265%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$73K +$70K +14,283 New
CB
142
Commerce Bank
Missouri
$70K
LFA
143
Legacy Financial Advisors
Kentucky
$70K +$67.8K +13,837 New
AWM
144
AE Wealth Management
Kansas
$69K +$6.1K +1,244 +10%
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$69K +$66.6K +13,579 New
BWP
146
Baldwin Wealth Partners
Massachusetts
$69K +$66.8K +13,630 New
ZCA
147
Zeke Capital Advisors
Pennsylvania
$66K +$63.4K +12,937 New
Cerity Partners
148
Cerity Partners
New York
$64K +$62.1K +12,661 New
HW
149
Hancock Whitney
Mississippi
$63K +$2.94K +599 +5%
TI
150
Trexquant Investment
Connecticut
$59K -$37.1K -7,576 -39%

MUFG Hedge Fund Activity: Q3 2019 in Review

197 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2019, worth a combined $730M — up 7.6% from $679M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 94 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.6M. The largest seller was Heathbridge Capital Management, exiting entirely with an estimated $24.6M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2019, down from 205 in Q2 2019.
  • Funds reported $730M of Mitsubishi UFJ Financial stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q3 2019 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2019 was Heathbridge Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.