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Mitsubishi UFJ Financial

187 hedge funds and large institutions have $562M invested in Mitsubishi UFJ Financial in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $516K | Put options by funds: $227K

0.09% less ownership

Funds ownership: 3.14%3.04% (-0.09%)

3% less funds holding

Funds holding: 192187 (-5)

7% less capital invested

Capital invested by funds: $605M → $562M (-$42.7M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

27% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 79

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
79
Closed
23
Calls
$516K
Puts
$227K
Net Calls
+$289K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
151
Zions Bancorporation
Utah
$33K +$1.08K +228 +3%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$32K +$9.53K +2,015 +40%
AssetMark Inc
153
AssetMark Inc
California
$32K +$14.6K +3,080 +73%
Group One Trading
154
Group One Trading
Illinois
$31K +$33.6K +7,100 New
JFGIW
155
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K +$5.18K +1,095 +20%
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$5.09K +1,077 +20%
LIA
157
LS Investment Advisors
Michigan
$27K
H
158
Hexavest
Quebec, Canada
$26K
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$23K +$1.75K +370 +8%
KT
160
Kanaly Trust
Texas
$23K +$7.34K +1,551 +41%
TRCT
161
Tower Research Capital (TRC)
New York
$21K +$18.5K +3,917 +464%
WA
162
Winfield Associates
Ohio
$17K +$260 +55 +1%
RFWA
163
RPg Family Wealth Advisory
Massachusetts
$16.1K
MA
164
MUFG Americas
New York
$16K
IA
165
IFP Advisors
Florida
$16K +$15K +3,169 +779%
FHA
166
First Horizon Advisors
Tennessee
$14K -$6.03K -1,275 -28%
WC
167
Whitnell & Co
Illinois
$10K +$6.68K +1,413 +152%
TDC
168
Thompson Davis & Co
Virginia
$8K
1832 Asset Management
169
1832 Asset Management
Ontario, Canada
$8K +$8.79K +1,859 New
WAM
170
Wealthspire Advisors (Maryland)
Maryland
$6K +$2.29K +485 +59%
LNB
171
Ledyard National Bank
$5K
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$4K -$2.61K -551 -40%
CAW
173
Cornerstone Advisors (Washington)
Washington
$4K +$4.03K +852 +572%
NIT
174
NumerixS Investment Technologies
British Columbia, Canada
$4K +$4.26K +900 New
FM
175
Forward Management
California
$3K -$28.8K -6,090 -90%

MUFG Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2016, worth a combined $562M — down 7.1% from $605M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MUFG and 18 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 58 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.83M. The largest seller was Thomas White International, cutting an estimated $6.48M.

  • 187 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2016, down from 192 in Q1 2016.
  • Funds reported $562M of Mitsubishi UFJ Financial stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 18 funds opened new Mitsubishi UFJ Financial positions in Q2 2016 and 23 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2016 was Parametric Portfolio Associates, an estimated $4.83M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2016 was Thomas White International, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2016.