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Mitsubishi UFJ Financial

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18%1.19% (+0.02%)

4% less funds holding

Funds holding: 197190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
126
Wealthspire Advisors (New York)
New York
$62K +$24.4K +5,121 +44%
CG
127
Caprock Group
Idaho
$56K +$73.1K +15,339 New
JWA
128
JFS Wealth Advisors
Pennsylvania
$53K
PVWM
129
Point View Wealth Management
New Jersey
$53K
BWP
130
Baldwin Wealth Partners
Massachusetts
$53K +$4.29K +900 +7%
RCA
131
Resonant Capital Advisors
Wisconsin
$51K -$1.75K -368 -3%
HH
132
Hilltop Holdings
Texas
$50K -$1.65K -346 -2%
TC
133
TownSquare Capital
Utah
$50K +$61.8K +12,970 New
PAG
134
Private Advisor Group
New Jersey
$49K -$31.2K -6,543 -33%
GIA
135
Gladstone Institutional Advisory
Florida
$49K +$1.43K +300 +2%
Barclays
136
Barclays
United Kingdom
$46K +$59.6K +12,500 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$45K -$1.39M -291,009 -96%
AT
138
Arden Trust
Delaware
$44K -$24.7K -5,177 -30%
EI
139
Ellevest Inc
New York
$42K +$22.6K +4,749 +71%
GCP
140
GSA Capital Partners
United Kingdom
$41K +$53.4K +11,200 New
RWM
141
Ritholtz Wealth Management
New York
$41K +$53.5K +11,219 New
CAW
142
Cornerstone Advisors (Washington)
Washington
$40K -$18.1K -3,789 -26%
TSS
143
Two Sigma Securities
New York
$39K -$160K -33,529 -76%
BF
144
BOK Financial
Oklahoma
$39K -$834 -175 -2%
QP
145
Quilter Plc
United Kingdom
$39K
SMFS
146
Squar Milner Financial Services
California
$29K
ZB
147
Zions Bancorporation
Utah
$28K +$1.36K +285 +4%
KPW
148
Kore Private Wealth
New York
$26K +$33.3K +6,987 New
PA
149
Parallel Advisors
California
$21K -$65.8K -13,812 -70%
ASN
150
Advisory Services Network
Georgia
$19K -$10.6K -2,226 -30%

MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.