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Mitsubishi UFJ Financial

207 hedge funds and large institutions have $798M invested in Mitsubishi UFJ Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $182K | Put options by funds: $80K

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.13% more ownership

Funds ownership: 0.89%1.02% (+0.13%)

0% less funds holding

Funds holding: 208207 (-1)

3% less capital invested

Capital invested by funds: $824M → $798M (-$26.2M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
58
Reduced
74
Closed
33
Calls
$182K
Puts
$80K
Net Calls
+$102K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
151
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$66K +$18.4K +2,911 +33%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$65K
LPL Financial
153
LPL Financial
California
$64K -$26.5K -4,186 -27%
CP
154
Camelot Portfolios
Ohio
$64K -$298 -47 -0.4%
Mariner
155
Mariner
Kansas
$64K +$72.2K +11,413 New
HBWM
156
Hollow Brook Wealth Management
New York
$63K -$3.61M -569,778 -98%
SCM
157
Shelton Capital Management
Colorado
$62K
BRF
158
B. Riley Financial
California
$62K +$68.5K +10,825 New
BCM
159
BTC Capital Management
Iowa
$61K
BP
160
Ballentine Partners
Massachusetts
$60K -$23.2K -3,672 -26%
HW
161
Hancock Whitney
Mississippi
$60K +$66.8K +10,555 New
LFA
162
Legacy Financial Advisors
Kentucky
$41K +$12.6K +1,992 +38%
EFSCE
163
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$2.3K -363 -5%
LIA
164
LS Investment Advisors
Michigan
$35K
PCG
165
Private Capital Group
Connecticut
$34K +$18.8K +2,969 +94%
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$34K +$37.8K +5,968 New
H
167
Hexavest
Quebec, Canada
$33K
PA
168
Parallel Advisors
California
$31K -$11.5K -1,813 -24%
RFC
169
Regions Financial Corp
Alabama
$28K +$31.4K +4,958 New
SMFS
170
Squar Milner Financial Services
California
$24K +$26.4K +4,172 New
OWA
171
One Wealth Advisors
California
$22K -$1.75K -277 -7%
IA
172
IFP Advisors
Florida
$21K +$3.21K +507 +16%
MA
173
MUFG Americas
New York
$20K
AAP
174
Arax Advisory Partners
Colorado
$16K +$1.17K +184 +7%
BBHC
175
Brown Brothers Harriman & Co
New York
$13K

MUFG Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2018, worth a combined $798M — down 3.2% from $824M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 33 closed out — a net gain of 2 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.87M.

  • 207 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $798M of Mitsubishi UFJ Financial stock for Q2 2018, down 3.2% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q2 2018 and 33 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $56.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2018 was JP Morgan Chase, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2018.