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Mitsubishi UFJ Financial

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18%1.19% (+0.02%)

4% less funds holding

Funds holding: 197190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Synovus Financial
Georgia
$18K +$24.9K +5,216 +920%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$20.9K +4,388 New
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$15.9K -3,336 -54%
LWM
154
Lenox Wealth Management
Ohio
$10K +$3.4K +713 +33%
TRCT
155
Tower Research Capital (TRC)
New York
$10K +$13.2K +2,776 New
PB
156
Pinnacle Bancorp
Nebraska
$8K
BCA
157
Berman Capital Advisors
Georgia
$7K -$13.2K -2,765 -55%
MA
158
MUFG Americas
New York
$7K -$8.56K -1,796 -50%
GRP
159
Global Retirement Partners
California
$7K -$4.61K -968 -33%
POIA
160
Pin Oak Investment Advisors
Texas
$7K +$195 +41 +2%
CCA
161
Column Capital Advisors
Indiana
$7K +$7.86K +1,649 +1,012%
FHA
162
First Horizon Advisors
Tennessee
$6K -$1.42K -298 -15%
AWM
163
AllSquare Wealth Management
New York
$6K
LSA
164
Lion Street Advisors
Texas
$6K +$7.28K +1,527 New
VFA
165
Valeo Financial Advisors
Indiana
$5K -$515 -108 -7%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4K
FMII
167
Farmers & Merchants Investments Inc
Nebraska
$4K
GAM
168
Gemmer Asset Management
California
$4K +$1.2K +251 +26%
GSWM
169
Golden State Wealth Management
California
$4K +$4.77K +1,000 New
WT
170
Whittier Trust
California
$4K +$4.77K +1,000 New
LWM
171
Liberty Wealth Management
California
$3K -$3.85K -808 -46%
LWA
172
Lenox Wealth Advisors
New York
$3K +$4.41K +925 New
EW
173
Evoke Wealth
California
$2.03K -$1.85K -388 -41%
SPIA
174
Steward Partners Investment Advisory
New York
$2K -$222K -46,635 -98%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$2K

MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.