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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $730M invested in Mitsubishi UFJ Financial in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $392K | Put options by funds: $60K

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $679M → $730M (+$51.5M)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 205197 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
94
Reduced
45
Closed
32
Calls
$392K
Puts
$60K
Net Calls
+$332K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
151
KeyBank National Association
Ohio
$58K +$56.1K +11,439 New
SCM
152
Shelton Capital Management
Colorado
$56K
JMPWA
153
JP Morgan Private Wealth Advisors
California
$55K -$17.5K -3,570 -25%
NIT
154
NumerixS Investment Technologies
British Columbia, Canada
$55K
GIA
155
Gladstone Institutional Advisory
Florida
$54K +$52.2K +10,643 New
BF
156
BOK Financial
Oklahoma
$53K +$51.3K +10,466 New
Mackenzie Financial
157
Mackenzie Financial
Ontario, Canada
$52K +$50.5K +10,300 New
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$46K +$44.3K +9,045 New
ZB
159
Zions Bancorporation
Utah
$39K +$4.74K +966 +14%
TRCT
160
Tower Research Capital (TRC)
New York
$38K +$27.2K +5,539 +268%
BL
161
Balentine LLC
Georgia
$37K +$30.2K +6,169 +553%
RCAG
162
Rehmann Capital Advisory Group
Michigan
$35K +$5.83K +1,190 +21%
EFSCE
163
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$2.81K +574 +10%
Group One Trading
164
Group One Trading
Illinois
$30K +$28.9K +5,900 New
H
165
Hexavest
Quebec, Canada
$29K
CQS
166
Credential Qtrade Securities
$25.7K
BCA
167
Berman Capital Advisors
Georgia
$25K +$14.9K +3,030 +156%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$20K -$579K -118,147 -97%
HNB
169
Huntington National Bank
Ohio
$20K
SPIA
170
Steward Partners Investment Advisory
New York
$20K +$3.36K +685 +20%
MA
171
MUFG Americas
New York
$18K
Simplex Trading
172
Simplex Trading
Illinois
$16K +$16.1K +3,276 New
GRP
173
Global Retirement Partners
California
$14K +$5.46K +1,115 +67%
PB
174
Pinnacle Bancorp
Nebraska
$13K +$2.42K +493 +23%
LWM
175
Lenox Wealth Management
Ohio
$11K +$7.96K +1,624 +270%

MUFG Hedge Fund Activity: Q3 2019 in Review

197 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2019, worth a combined $730M — up 7.6% from $679M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 94 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.6M. The largest seller was Heathbridge Capital Management, exiting entirely with an estimated $24.6M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2019, down from 205 in Q2 2019.
  • Funds reported $730M of Mitsubishi UFJ Financial stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q3 2019 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2019 was Heathbridge Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.