We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

209 hedge funds and large institutions have $718M invested in Mitsubishi UFJ Financial in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $87K | Put options by funds: $69K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 208209 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 1.05%1.04% (-0.01%)

20% less capital invested

Capital invested by funds: $902M → $718M (-$184M)

44% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 89

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
50
Reduced
89
Closed
36
Calls
$87K
Puts
$69K
Net Calls
+$18K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
CQS
151
Credential Qtrade Securities
$48K -$707 -125 -1%
HNB
152
Huntington National Bank
Ohio
$48K -$6.81K -1,204 -11%
Deutsche Bank
153
Deutsche Bank
Germany
$41K -$36.7K -6,489 -43%
FHB
154
First Hawaiian Bank
Hawaii
$32K -$1.04K -183 -3%
WANY
155
Wealthspire Advisors (New York)
New York
$32K +$37.6K +6,643 New
LFA
156
Legacy Financial Advisors
Kentucky
$28K -$14.9K -2,626 -32%
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$28K -$8.31K -1,468 -20%
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$28K -$7.99K -1,411 -20%
H
159
Hexavest
Quebec, Canada
$28K
SMFS
160
Squar Milner Financial Services
California
$27K +$2.4K +424 +8%
TRCT
161
Tower Research Capital (TRC)
New York
$19K +$1.65K +292 +8%
MA
162
MUFG Americas
New York
$17K
PA
163
Parallel Advisors
California
$16K -$15.9K -2,808 -46%
DWA
164
Dougherty Wealth Advisers
Minnesota
$15K +$16.6K +2,926 New
IA
165
IFP Advisors
Florida
$14K -$5.74K -1,014 -26%
CAW
166
Cornerstone Advisors (Washington)
Washington
$13K -$5.89K -1,040 -28%
CAL
167
Capital Advisors Ltd
Ohio
$13K
FCA
168
FinTrust Capital Advisors
South Carolina
$13K +$15K +2,650 New
PWMG
169
Prestige Wealth Management Group
New Jersey
$13K +$15K +2,657 New
CC
170
Claybrook Capital
Massachusetts
$13K +$15.3K +2,697 New
WDL
171
Well Done LLC
Michigan
$13K +$15.3K +2,697 New
AIA
172
Alera Investment Advisors
Illinois
$11K +$12.9K +2,273 New
MOS
173
MGO One Seven
Ohio
$11K +$14.4K +2,542 New
AC
174
Avestar Capital
New York
$9K +$6.36K +1,124 +144%
POIA
175
Pin Oak Investment Advisors
Texas
$9K +$10.1K +1,780 New

MUFG Hedge Fund Activity: Q4 2018 in Review

209 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2018, worth a combined $718M — down 20% from $902M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MUFG positions and 36 closed out — a net gain of 1 holder — while 50 added to existing stakes and 89 trimmed.

The largest buyer was LMR Partners, adding an estimated $41M. The largest seller was Todd Asset Management, cutting an estimated $15.5M.

  • 209 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2018, up from 208 in Q3 2018.
  • Funds reported $718M of Mitsubishi UFJ Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 37 funds opened new Mitsubishi UFJ Financial positions in Q4 2018 and 36 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2018 was LMR Partners, an estimated $41M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2018 was Todd Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2018.