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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $873M invested in Mitsubishi UFJ Financial in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $730M → $873M (+$143M)

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 1.05%1.18% (+0.12%)

0% more funds holding

Funds holding: 197197 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
Holders Change %
0%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
72
Reduced
64
Closed
28
Calls
$430K
Puts
Net Calls
+$430K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
126
Freedom Investment Management
Connecticut
$103K -$6.84K -1,297 -6%
RRAM
127
River Road Asset Management
Kentucky
$101K +$97.9K +18,557 New
TC
128
Telemus Capital
Michigan
$99K -$26 -5 -0%
SW
129
SVB Wealth
Massachusetts
$98K +$95.8K +18,148 New
VF
130
Virtu Financial
New York
$96K -$60.3K -11,423 -39%
CB
131
Commerce Bank
Missouri
$96K +$20.2K +3,824 +28%
LTFS
132
Ladenburg Thalmann Financial Services
Florida
$93K -$5.33K -1,010 -6%
AT
133
Arden Trust
Delaware
$93K -$3.5K -663 -4%
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$91K -$16.5K -3,134 -16%
ARTA
135
A.R.T. Advisors
New York
$91K +$88.1K +16,687 New
AWM
136
AE Wealth Management
Kansas
$88K +$14.1K +2,672 +20%
LFA
137
Legacy Financial Advisors
Kentucky
$86K +$10.2K +1,939 +14%
MMA
138
Miracle Mile Advisors
California
$85K
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$84K +$10K +1,899 +14%
CAW
140
Cornerstone Advisors (Washington)
Washington
$80K +$1.64K +310 +2%
Mackenzie Financial
141
Mackenzie Financial
Ontario, Canada
$80K +$23.7K +4,500 +44%
JWA
142
JFS Wealth Advisors
Pennsylvania
$79K
PVWM
143
Point View Wealth Management
New Jersey
$78K
RCA
144
Resonant Capital Advisors
Wisconsin
$78K +$75.7K +14,353 New
HH
145
Hilltop Holdings
Texas
$76K -$26.3K -4,990 -26%
BWP
146
Baldwin Wealth Partners
Massachusetts
$74K
GT
147
Glenmede Trust
Pennsylvania
$74K +$7.2K +1,365 +11%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$73K -$141K -26,776 -67%
GIA
149
Gladstone Institutional Advisory
Florida
$71K +$13K +2,464 +23%
EI
150
Ethic Inc
New York
$68K +$66.1K +12,519 New

MUFG Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2019, worth a combined $873M — up 20% from $730M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MUFG positions and 28 closed out — a net gain of 3 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $122M. The largest seller was LMR Partners, exiting entirely with an estimated $21.2M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $873M of Mitsubishi UFJ Financial stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Mitsubishi UFJ Financial positions in Q4 2019 and 28 closed out, a net change of +3 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $122M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2019 was LMR Partners, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.