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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$52K -$969 -240 -2%
MWM
127
Mission Wealth Management
California
$50K +$50.7K +12,565 New
GCP
128
GSA Capital Partners
United Kingdom
$50K +$50.7K +12,567 New
CGL
129
Clarius Group LLC
Washington
$49K -$152K -37,605 -75%
ECM
130
Evergreen Capital Management
Washington
$48K +$48.1K +11,914 New
RCM
131
RNC Capital Management
California
$47K +$47.2K +11,700 New
BF
132
BOK Financial
Oklahoma
$46K +$945 +234 +2%
BP
133
BBR Partners
New York
$46K +$45.8K +11,353 New
TPCW
134
TD Private Client Wealth
New York
$45K +$1.15K +284 +3%
LC
135
Lindbrook Capital
California
$45K +$593 +147 +1%
Simplex Trading
136
Simplex Trading
Illinois
$45K +$23.5K +5,822 +108%
QP
137
Quilter Plc
United Kingdom
$43K
ASN
138
Advisory Services Network
Georgia
$41K +$41.7K +10,341 New
Morgan Stanley
139
Morgan Stanley
New York
$36K
Axa
140
Axa
France
$34K +$34.7K +8,588 New
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$30K +$24.2K +6,000 +426%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$20K
ZB
143
Zions Bancorporation
Utah
$20K +$3.72K +922 +23%
BCA
144
Berman Capital Advisors
Georgia
$15K -$1.65K -408 -10%
HNB
145
Huntington National Bank
Ohio
$14K -$589 -146 -4%
EFSCE
146
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$916 -227 -11%
AWM
147
AllSquare Wealth Management
New York
$7K
MA
148
MUFG Americas
New York
$7K
POIA
149
Pin Oak Investment Advisors
Texas
$7K
GWS
150
Glassman Wealth Services
Virginia
$7K +$4.59K +1,137 +166%

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.