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Mitsubishi UFJ Financial

184 hedge funds and large institutions have $610M invested in Mitsubishi UFJ Financial in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $595M → $610M (+$15.3M)

0.05% less ownership

Funds ownership: 1.19%1.14% (-0.05%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

3% less funds holding

Funds holding: 190184 (-6)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
69
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$58K +$56.8K +14,349 +2,870%
FIM
127
Freedom Investment Management
Connecticut
$57K -$15.8K -3,980 -21%
BWP
128
Baldwin Wealth Partners
Massachusetts
$57K
JWA
129
JFS Wealth Advisors
Pennsylvania
$57K
Citadel Advisors
130
Citadel Advisors
Florida
$56K -$259K -65,457 -82%
PVWM
131
Point View Wealth Management
New Jersey
$56K
FPS
132
Fieldpoint Private Securities
Connecticut
$54K +$54.7K +13,820 New
Prudential Financial
133
Prudential Financial
New Jersey
$53K +$53.1K +13,409 New
GT
134
Glenmede Trust
Pennsylvania
$52K -$1.37K -347 -3%
Barclays
135
Barclays
United Kingdom
$49K
LC
136
Lindbrook Capital
California
$44K -$24.6K -6,227 -36%
BF
137
BOK Financial
Oklahoma
$44K +$2.65K +669 +6%
JT
138
Jump Trading
Illinois
$44K +$43.9K +11,094 New
CG
139
Caprock Group
Idaho
$43K -$18.9K -4,780 -31%
TPCW
140
TD Private Client Wealth
New York
$43K -$65.9K -16,642 -60%
QP
141
Quilter Plc
United Kingdom
$42K
BP
142
Ballentine Partners
Massachusetts
$41K -$92.7K -23,430 -69%
Squarepoint
143
Squarepoint
New York
$40K -$37.2K -9,409 -48%
Morgan Stanley
144
Morgan Stanley
New York
$36K -$923K -233,217 -96%
BL
145
Balentine LLC
Georgia
$28K +$28.5K +7,210 New
Simplex Trading
146
Simplex Trading
Illinois
$21K +$20.7K +5,218 +2,690%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$2.65K +669 +15%
LWM
148
Lenox Wealth Management
Ohio
$18K +$7.42K +1,875 +65%
ZB
149
Zions Bancorporation
Utah
$16K -$14.4K -3,639 -47%
KPW
150
Kore Private Wealth
New York
$16K -$10.9K -2,752 -39%

MUFG Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2020, worth a combined $610M — up 2.6% from $595M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Aristotle Capital Management, adding an estimated $15.2M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 184 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $610M of Mitsubishi UFJ Financial stock for Q2 2020, up 2.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q2 2020 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2020 was Aristotle Capital Management, an estimated $15.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2020 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2020.