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Mitsubishi UFJ Financial

208 hedge funds and large institutions have $902M invested in Mitsubishi UFJ Financial in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $798M → $902M (+$104M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 207208 (+1)

0.03% more ownership

Funds ownership: 1.02%1.05% (+0.03%)

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
79
Reduced
57
Closed
28
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
151
BTC Capital Management
Iowa
$67K
PCG
152
Private Capital Group
Connecticut
$67K +$29.1K +4,829 +79%
CP
153
Camelot Portfolios
Ohio
$63K -$7.04K -1,167 -10%
CQS
154
Credential Qtrade Securities
$61.9K +$60.3K +10,002 New
BL
155
Balentine LLC
Georgia
$53K +$51.2K +8,482 New
LFA
156
Legacy Financial Advisors
Kentucky
$51K +$6.73K +1,116 +16%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$45K +$8.07K +1,338 +22%
LTFS
158
Ladenburg Thalmann Financial Services
Florida
$44K -$15.1K -2,511 -26%
EFSCE
159
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$507 +84 +1%
CPIG
160
Chicago Partners Investment Group
Illinois
$42K -$41K -6,800 -48%
FHB
161
First Hawaiian Bank
Hawaii
$42K +$41.1K +6,808 New
LIA
162
LS Investment Advisors
Michigan
$38K
PA
163
Parallel Advisors
California
$38K +$2.94K +487 +9%
H
164
Hexavest
Quebec, Canada
$36K
SMFS
165
Squar Milner Financial Services
California
$32K +$6.15K +1,020 +24%
JP Morgan Chase
166
JP Morgan Chase
New York
$25K -$859K -142,446 -97%
OWA
167
One Wealth Advisors
California
$24K
IA
168
IFP Advisors
Florida
$24K +$1.53K +254 +7%
CAW
169
Cornerstone Advisors (Washington)
Washington
$23K +$9.87K +1,636 +77%
TRCT
170
Tower Research Capital (TRC)
New York
$23K +$22.2K +3,684 New
MA
171
MUFG Americas
New York
$22K
CAL
172
Capital Advisors Ltd
Ohio
$17K +$16.4K +2,727 New
UBS AM
173
UBS AM
Illinois
$14.1K +$5.6K +928 +69%
RFC
174
Regions Financial Corp
Alabama
$14K -$16.1K -2,675 -54%
NIT
175
NumerixS Investment Technologies
British Columbia, Canada
$14K +$11.5K +1,900 +475%

MUFG Hedge Fund Activity: Q3 2018 in Review

208 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2018, worth a combined $902M — up 13% from $798M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 28 closed out — a net gain of 1 holder — while 79 added to existing stakes and 57 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $14.2M.

  • 208 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2018, up from 207 in Q2 2018.
  • Funds reported $902M of Mitsubishi UFJ Financial stock for Q3 2018, up 13% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2018 was Aristotle Capital Management, an estimated $10.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2018 was Royal Bank of Canada, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2018.