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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $956M invested in Mitsubishi UFJ Financial in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 44

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

34% more capital invested

Capital invested by funds: $714M → $956M (+$242M)

9% more funds holding

Funds holding: 198 → 215 (+17)

0.12% more ownership

Funds ownership: 1.19% → 1.31% (+0.12%)

8% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.12M

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
94
Reduced
44
Closed
19
Calls
$1.04M
Puts
$1.12M
Net Calls
-$86K
Net Calls Change
-$59K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$43.2M
2
BlackRock
BlackRock
New York
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$10.1M
4
TIM
Thornburg Investment Management
New Mexico
+$5.42M
5
SG
StoneX Group
New York
+$5.14M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$8.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.26M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$775K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
State Street
126
State Street
Massachusetts
$137K – – –
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$136K +$14.8K +2,864 +13%
AAM
128
Advisors Asset Management
Colorado
$134K +$12.7K +2,454 +11%
CB
129
Commerce Bank
Missouri
$125K +$62.4K +12,102 +109%
CAM
130
Cresset Asset Management
Illinois
$117K +$19.3K +3,745 +21%
CAM
131
Cozad Asset Management
Illinois
$116K – – –
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$108K -$33.4K -6,464 -24%
HHGA
133
Halbert Hargrove Global Advisors
California
$105K – – –
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$102K +$97.6K +18,923 New
MWM
135
Mission Wealth Management
California
$99K -$4.64K -900 -5%
Prudential Financial
136
Prudential Financial
New Jersey
$98K +$22.1K +4,290 +31%
YIH
137
Y-Intercept (HK)
Hong Kong
$89K +$83K +16,086 New
BP
138
Ballentine Partners
Massachusetts
$87K – – –
Cambridge Investment Research Advisors
139
Cambridge Investment Research Advisors
Iowa
$87K +$83.9K +16,255 New
IB
140
Intrust Bank
Kansas
$86K +$82K +15,899 New
GT
141
Glenmede Trust
Pennsylvania
$84K +$903 +175 +1%
BWP
142
Baldwin Wealth Partners
Massachusetts
$83K +$4.3K +833 +6%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$82K +$1.33K +257 +2%
CAMG
144
CWA Asset Management Group
Florida
$79K +$75.7K +14,675 New
JWA
145
JFS Wealth Advisors
Pennsylvania
$78K – – –
ECM
146
Evergreen Capital Management
Washington
$78K +$273 +53 +0.4%
Simplex Trading
147
Simplex Trading
Illinois
$78K +$43.8K +8,492 +139%
SFA
148
Sequoia Financial Advisors
Ohio
$77K -$124 -24 -0.2%
DADC
149
D.A. Davidson & Co
Montana
$77K +$73.8K +14,300 New
PCG
150
Private Capital Group
Connecticut
$76K -$237K -45,996 -77%
4 5
6
7 8

MUFG Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2021, worth a combined $956M — up 34% from $714M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MUFG positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 44 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $43.2M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.28M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $956M of Mitsubishi UFJ Financial stock for Q1 2021, up 34% quarter-over-quarter.
  • 38 funds opened new Mitsubishi UFJ Financial positions in Q1 2021 and 19 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2021 was Aristotle Capital Management, an estimated $43.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2021 was Parametric Portfolio Associates, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2021.