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Mitsubishi UFJ Financial

184 hedge funds and large institutions have $610M invested in Mitsubishi UFJ Financial in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $595M → $610M (+$15.3M)

0.05% less ownership

Funds ownership: 1.19%1.14% (-0.05%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

3% less funds holding

Funds holding: 190184 (-6)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
69
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
151
Berman Capital Advisors
Georgia
$15K +$7.69K +1,943 +87%
HNB
152
Huntington National Bank
Ohio
$14K -$58.7K -14,837 -80%
EFSCE
153
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$2.73K -690 -25%
PB
154
Pinnacle Bancorp
Nebraska
$8K
PAG
155
Private Advisor Group
New Jersey
$7K -$46.3K -11,685 -87%
AWM
156
AllSquare Wealth Management
New York
$7K
MA
157
MUFG Americas
New York
$7K
POIA
158
Pin Oak Investment Advisors
Texas
$7K
VFA
159
Valeo Financial Advisors
Indiana
$7K +$1.49K +376 +27%
FHA
160
First Horizon Advisors
Tennessee
$6K -$467 -118 -7%
CCA
161
Column Capital Advisors
Indiana
$6K -$325 -82 -5%
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$5K +$1.03K +260 +27%
SPIA
163
Steward Partners Investment Advisory
New York
$5K +$1.69K +427 +54%
Group One Trading
164
Group One Trading
Illinois
$5K +$4.75K +1,200 New
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$5K +$5.58K +1,409 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$4K
WT
167
Whittier Trust
California
$4K
CAN
168
Cetera Advisor Networks
California
$4K +$4.08K +1,031 New
GWS
169
Glassman Wealth Services
Virginia
$3K +$1.47K +372 +119%
GRP
170
Global Retirement Partners
California
$2K -$5.78K -1,460 -74%
GAM
171
Gemmer Asset Management
California
$2K -$2.95K -745 -62%
SWM
172
Sugarloaf Wealth Management
Georgia
$2K
BAM
173
Bellevue Asset Management
Washington
$2K +$1.52K +384 New
FCA
174
FinTrust Capital Advisors
South Carolina
$2K +$2.17K +548 New
APA
175
American Portfolios Advisors
New York
$1.7K

MUFG Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2020, worth a combined $610M — up 2.6% from $595M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Aristotle Capital Management, adding an estimated $15.2M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 184 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $610M of Mitsubishi UFJ Financial stock for Q2 2020, up 2.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q2 2020 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2020 was Aristotle Capital Management, an estimated $15.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2020 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2020.