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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $873M invested in Mitsubishi UFJ Financial in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $730M → $873M (+$143M)

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 1.05%1.18% (+0.12%)

0% more funds holding

Funds holding: 197197 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
Holders Change %
0%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
72
Reduced
64
Closed
28
Calls
$430K
Puts
Net Calls
+$430K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
151
FORA Capital
Florida
$66K +$64.5K +12,217 New
3C
152
361 Capital
Colorado
$65K +$63.5K +12,024 New
DTL
153
Dynamic Technology Lab
Singapore
$64K -$50.2K -9,519 -45%
WANY
154
Wealthspire Advisors (New York)
New York
$64K +$61.8K +11,711 New
HW
155
Hancock Whitney
Mississippi
$63K -$3.87K -734 -6%
JMPWA
156
JP Morgan Private Wealth Advisors
California
$62K +$3.01K +570 +5%
QT
157
Quantamental Technologies
New York
$59K -$20.6K -3,900 -27%
BF
158
BOK Financial
Oklahoma
$59K +$1.87K +354 +3%
PRC
159
Pearl River Capital
Michigan
$59K +$57K +10,800 New
QP
160
Quilter Plc
United Kingdom
$58K +$56.1K +10,638 New
SMFS
161
Squar Milner Financial Services
California
$43K +$42.7K +8,087 New
ZB
162
Zions Bancorporation
Utah
$40K -$1.45K -275 -4%
ASN
163
Advisory Services Network
Georgia
$40K +$28.2K +5,353 +268%
EI
164
Ellevest Inc
New York
$37K +$35.5K +6,730 New
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$33K
BCA
166
Berman Capital Advisors
Georgia
$27K +$158 +30 +0.6%
Simplex Trading
167
Simplex Trading
Illinois
$21K +$4.02K +761 +23%
MA
168
MUFG Americas
New York
$20K
GRP
169
Global Retirement Partners
California
$16K +$802 +152 +5%
EWA
170
Evolution Wealth Advisors
Florida
$14K +$13.6K +2,578 New
LWM
171
Lenox Wealth Management
Ohio
$12K -$401 -76 -3%
PB
172
Pinnacle Bancorp
Nebraska
$11K -$2.6K -493 -19%
Deutsche Bank
173
Deutsche Bank
Germany
$10K -$524K -99,224 -98%
LWM
174
Liberty Wealth Management
California
$10K -$559 -106 -6%
FHA
175
First Horizon Advisors
Tennessee
$10K

MUFG Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2019, worth a combined $873M — up 20% from $730M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MUFG positions and 28 closed out — a net gain of 3 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $122M. The largest seller was LMR Partners, exiting entirely with an estimated $21.2M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $873M of Mitsubishi UFJ Financial stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Mitsubishi UFJ Financial positions in Q4 2019 and 28 closed out, a net change of +3 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $122M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2019 was LMR Partners, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.