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Mitsubishi UFJ Financial

196 hedge funds and large institutions have $978M invested in Mitsubishi UFJ Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

17% more call options, than puts

Call options by funds: $238K | Put options by funds: $203K

17% more capital invested

Capital invested by funds: $839M → $978M (+$139M)

0.09% more ownership

Funds ownership: 0.93%1.02% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 201196 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
75
Reduced
61
Closed
25
Calls
$238K
Puts
$203K
Net Calls
+$35K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
151
RhumbLine Advisers
Massachusetts
$76K +$71.5K +11,225 New
NIMC
152
NWQ Investment Management Company
California
$75K
BCM
153
BTC Capital Management
Iowa
$74K
Cerity Partners
154
Cerity Partners
New York
$72K +$14.1K +2,209 +12%
SG Americas Securities
155
SG Americas Securities
New York
$71K -$129K -20,300 -66%
HW
156
Hancock Whitney
Mississippi
$68K -$56.8K -8,921 -47%
BTNA
157
Bremer Trust National Association
Minnesota
$68K -$28.8K -4,522 -31%
AI
158
Atria Investments
North Carolina
$68K -$2.36K -370 -4%
IPC
159
Independent Portfolio Consultants
Florida
$61K -$15.5K -2,435 -21%
AssetMark Inc
160
AssetMark Inc
California
$57K +$7.96K +1,250 +17%
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53K +$3.05K +479 +6%
WAM
162
Wealthspire Advisors (Maryland)
Maryland
$51K +$11.8K +1,848 +33%
PA
163
Parallel Advisors
California
$49K +$13K +2,042 +36%
LIA
164
LS Investment Advisors
Michigan
$42K
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$1.34K -210 -3%
H
166
Hexavest
Quebec, Canada
$39K
CG
167
Cutler Group
California
$34K +$11.5K +1,800 +55%
LTFS
168
Ladenburg Thalmann Financial Services
Florida
$33K +$236 +37 +0.8%
WA
169
Winfield Associates
Ohio
$29K
AAP
170
Arax Advisory Partners
Colorado
$28K +$9.25K +1,452 +55%
MA
171
MUFG Americas
New York
$24K
TDC
172
Thompson Davis & Co
Virginia
$23K
IA
173
IFP Advisors
Florida
$21K
CAW
174
Cornerstone Advisors (Washington)
Washington
$14K +$4.31K +676 +46%
ZB
175
Zions Bancorporation
Utah
$13K -$4.53K -711 -26%

MUFG Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2017, worth a combined $978M — up 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MUFG and 21 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $18.7M sold.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $978M of Mitsubishi UFJ Financial stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new Mitsubishi UFJ Financial positions in Q2 2017 and 25 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2017 was Bank of America, an estimated $59.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.