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Mitsubishi UFJ Financial

218 hedge funds and large institutions have $1B invested in Mitsubishi UFJ Financial in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.03M

1% more funds holding

Funds holding: 215218 (+3)

5% more capital invested

Capital invested by funds: $956M → $1B (+$46.2M)

0.05% more ownership

Funds ownership: 1.31%1.36% (+0.05%)

Holders
218
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
88
Reduced
56
Closed
27
Calls
$1.16M
Puts
$1.03M
Net Calls
+$130K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$82K +$84.6K +15,213 New
BWP
152
Baldwin Wealth Partners
Massachusetts
$81K -$1.92K -346 -2%
TPCW
153
TD Private Client Wealth
New York
$79.8K +$8.19K +1,473 +11%
MWM
154
Mission Wealth Management
California
$79K -$22.1K -3,979 -22%
JWA
155
JFS Wealth Advisors
Pennsylvania
$79K
SFI
156
Susquehanna Fundamental Investments
Pennsylvania
$78K -$76.3K -13,720 -49%
LFA
157
Legacy Financial Advisors
Kentucky
$78K +$9.67K +1,740 +14%
SFA
158
Sequoia Financial Advisors
Ohio
$77K -$39 -7 -0%
BCAM
159
Boston Common Asset Management
Massachusetts
$77K +$611 +110 +0.8%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$75K -$27.9K -5,019 -27%
GT
161
Glenmede Trust
Pennsylvania
$72K -$13K -2,344 -15%
PCG
162
Private Capital Group
Connecticut
$71K -$5.73K -1,031 -7%
FPS
163
Fieldpoint Private Securities
Connecticut
$69K +$4.71K +848 +7%
FIM
164
Freedom Investment Management
Connecticut
$67K +$2.07K +372 +3%
LC
165
Lindbrook Capital
California
$67K +$7.35K +1,322 +12%
KeyBank National Association
166
KeyBank National Association
Ohio
$65K -$17 -3 -0%
CWP
167
Curated Wealth Partners
California
$63K
KPWS
168
Kestra Private Wealth Services
Texas
$60K -$6.38K -1,147 -9%
WA
169
WP Advisors
California
$60K +$61.8K +11,123 New
FHB
170
First Hawaiian Bank
Hawaii
$58K
QP
171
Quilter Plc
United Kingdom
$58K
TWM
172
TriaGen Wealth Management
California
$55K +$57.5K +10,336 New
Morgan Stanley
173
Morgan Stanley
New York
$50K +$517 +93 +1%
Deutsche Bank
174
Deutsche Bank
Germany
$39K +$1.76K +316 +5%
ACA
175
Atlas Capital Advisors
Wyoming
$36.8K +$37.8K +6,798 New

MUFG Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2021, worth a combined $1B — up 4.8% from $956M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MUFG positions and 27 closed out — a net gain of 5 holders — while 88 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $10.9M. The largest seller was Northern Trust, cutting an estimated $10.9M.

  • 218 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2021, up from 215 in Q1 2021.
  • Funds reported $1B of Mitsubishi UFJ Financial stock for Q2 2021, up 4.8% quarter-over-quarter.
  • 32 funds opened new Mitsubishi UFJ Financial positions in Q2 2021 and 27 closed out, a net change of +5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2021 was Bank of America, an estimated $10.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2021 was Northern Trust, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2021.