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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
151
Morgan Stanley
New York
$40K
PWM
152
Perigon Wealth Management
California
$30K +$28.5K +6,707 New
VFA
153
Valeo Financial Advisors
Indiana
$27K +$19.4K +4,562 +285%
Simplex Trading
154
Simplex Trading
Illinois
$26K -$21.9K -5,144 -46%
FPS
155
Fieldpoint Private Securities
Connecticut
$25K -$39.5K -9,295 -62%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$22K
BCA
157
Berman Capital Advisors
Georgia
$17K +$395 +93 +2%
HNB
158
Huntington National Bank
Ohio
$16K +$939 +221 +6%
CBT
159
CoreFirst Bank & Trust
Kansas
$15K +$14.6K +3,436 New
ZB
160
Zions Bancorporation
Utah
$13K -$9.02K -2,124 -43%
GWS
161
Glassman Wealth Services
Virginia
$13K +$4.87K +1,147 +63%
BlackRock
162
BlackRock
New York
$12K +$8.1K +1,906 +250%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$12K +$11.7K +2,750 New
Deutsche Bank
164
Deutsche Bank
Germany
$9K -$50.8K -11,959 -84%
EFSCE
165
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
POIA
166
Pin Oak Investment Advisors
Texas
$8K
JWM
167
Janiczek Wealth Management
Colorado
$8K +$5.73K +1,348 +281%
CAAS
168
Capital Asset Advisory Services
Michigan
$8K +$7.86K +1,850 New
IAIM
169
International Assets Investment Management
Florida
$5K +$5.21K +1,226 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$4K
CCA
171
Column Capital Advisors
Indiana
$4K
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$4K
GAM
173
Gemmer Asset Management
California
$4K
MS
174
Mizuho Securities
Japan
$4K +$4.25K +999 New
SFS
175
Sowell Financial Services
Arkansas
$4K +$4.28K +1,008 New

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.