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Mitsubishi UFJ Financial

228 hedge funds and large institutions have $1.14B invested in Mitsubishi UFJ Financial in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 53

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $1B → $1.14B (+$139M)

5% more funds holding

Funds holding: 218228 (+10)

0.06% more ownership

Funds ownership: 1.36%1.42% (+0.06%)

57% less call options, than puts

Call options by funds: $10K | Put options by funds: $23K

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
90
Reduced
53
Closed
29
Calls
$10K
Puts
$23K
Net Calls
-$13K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
BP
151
Ballentine Partners
Massachusetts
$100K
Bessemer Group
152
Bessemer Group
New Jersey
$100K +$7.79K +1,402 +9%
DADC
153
D.A. Davidson & Co
Montana
$98K
PCS
154
Personal CFO Solutions
New Jersey
$94K +$1.97K +354 +2%
BWP
155
Baldwin Wealth Partners
Massachusetts
$94K +$5.05K +910 +6%
TPCW
156
TD Private Client Wealth
New York
$87.1K -$205 -37 -0.3%
JWA
157
JFS Wealth Advisors
Pennsylvania
$86K
XT
158
XTX Topco
Cayman Islands
$85K +$79.3K +14,285 New
BCAM
159
Boston Common Asset Management
Massachusetts
$84K -$167 -30 -0.2%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$84K +$1.73K +312 +2%
FPS
161
Fieldpoint Private Securities
Connecticut
$84K +$7.65K +1,377 +11%
PCG
162
Private Capital Group
Connecticut
$79K +$1.19K +215 +2%
GT
163
Glenmede Trust
Pennsylvania
$77K -$1.63K -293 -2%
MWM
164
Mission Wealth Management
California
$74K -$11.2K -2,025 -14%
KPWS
165
Kestra Private Wealth Services
Texas
$74K +$7.87K +1,417 +13%
LC
166
Lindbrook Capital
California
$72K -$1.25K -226 -2%
KeyBank National Association
167
KeyBank National Association
Ohio
$71K
CWP
168
Curated Wealth Partners
California
$69K
GCP
169
GSA Capital Partners
United Kingdom
$68K +$63.8K +11,486 New
EI
170
Ethic Inc
New York
$67K -$42.7K -7,685 -40%
BWA
171
Beam Wealth Advisors
Louisiana
$67K +$63K +11,348 New
WA
172
WP Advisors
California
$66K
FHB
173
First Hawaiian Bank
Hawaii
$64K +$117 +21 +0.2%
WA
174
Wealth Alliance
New York
$64K +$59.8K +10,770 New
QP
175
Quilter Plc
United Kingdom
$63K

MUFG Hedge Fund Activity: Q3 2021 in Review

228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2021, worth a combined $1.14B — up 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MUFG positions and 29 closed out — a net gain of 11 holders — while 90 added to existing stakes and 53 trimmed.

The largest buyer was ICICI Prudential Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Senvest Management, exiting entirely with an estimated $8.98M sold.

  • 228 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2021, up from 218 in Q2 2021.
  • Funds reported $1.14B of Mitsubishi UFJ Financial stock for Q3 2021, up 14% quarter-over-quarter.
  • 40 funds opened new Mitsubishi UFJ Financial positions in Q3 2021 and 29 closed out, a net change of +11 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2021 was ICICI Prudential Asset Management, an estimated $15.7M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2021 was Senvest Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2021.