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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
151
Founders Financial Alliance
North Carolina
$7K +$6.78K +1,680 New
VFA
152
Valeo Financial Advisors
Indiana
$6K -$642 -159 -9%
CA
153
Crewe Advisors
Utah
$5K +$5.25K +1,300 New
CCA
154
Column Capital Advisors
Indiana
$4K -$2.92K -722 -42%
FMII
155
Farmers & Merchants Investments Inc
Nebraska
$4K -$1.05K -260 -21%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$4K
GAM
157
Gemmer Asset Management
California
$4K +$2.08K +515 +112%
GSWM
158
Golden State Wealth Management
California
$4K +$4.04K +1,000 New
SPIA
159
Steward Partners Investment Advisory
New York
$3K -$1.72K -427 -35%
BlackRock
160
BlackRock
New York
$3K +$3.07K +761 New
FHA
161
First Horizon Advisors
Tennessee
$2K -$3.99K -988 -64%
BAM
162
Bellevue Asset Management
Washington
$2K
GRP
163
Global Retirement Partners
California
$2K
SWM
164
Sugarloaf Wealth Management
Georgia
$2K
ABC
165
Associated Banc-Corp
Wisconsin
$2K +$355 +88 +27%
JWM
166
Janiczek Wealth Management
Colorado
$2K +$1.93K +479 New
APA
167
American Portfolios Advisors
New York
$1.74K
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.65K
IA
169
IFP Advisors
Florida
$1K
LWM
170
Liberty Wealth Management
California
$1K
SNT
171
Security National Trust
West Virginia
$1K
CFB
172
Cullen/Frost Bankers
Texas
$1K +$561 +139 New
RBC
173
Roble Belko & Company
Pennsylvania
$1K +$1.21K +299 New
FCA
174
FinTrust Capital Advisors
South Carolina
$2
Assenagon Asset Management
175
Assenagon Asset Management
Luxembourg
-$6.4M -1,627,938 Closed

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.