We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

200 hedge funds and large institutions have $965M invested in Mitsubishi UFJ Financial in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more call options, than puts

Call options by funds: $5.58M | Put options by funds: $781K

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 194200 (+6)

3% more capital invested

Capital invested by funds: $938M → $965M (+$26.6M)

1% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 72

0.06% less ownership

Funds ownership: 3.65%3.59% (-0.06%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
6.49%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
20
Increased
73
Reduced
72
Closed
12
Calls
$5.58M
Puts
$781K
Net Calls
+$4.79M
Net Calls Change
-$1.96M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$15K +$2.55K +401 +20%
NES
177
New England Securities
New York
$14K +$12.7K +2,002 +794%
MA
178
MUFG Americas
New York
$12K -$12.7K -2,000 -52%
FMII
179
Farmers & Merchants Investments Inc
Nebraska
$12K +$12.2K +1,920 New
EWM
180
Evercore Wealth Management
New York
$11K +$11.4K +1,785 New
WA
181
Waverly Advisors
Alabama
$10K +$9.83K +1,546 New
FHA
182
First Horizon Advisors
Tennessee
$8K -$693 -109 -8%
MFS
183
MSI Financial Services
Massachusetts
$8K +$7.56K +1,189 +1,122%
TRCT
184
Tower Research Capital (TRC)
New York
$7K -$298K -46,875 -98%
Jones Financial Companies
185
Jones Financial Companies
Missouri
$6K
DAM
186
Delta Asset Management
Tennessee
$5K
FNBT
187
FineMark National Bank & Trust
Florida
$4K -$293 -46 -6%
JFGIW
188
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$3.82K +600 New
Walleye Trading
189
Walleye Trading
New York
$4K +$3.85K +605 New
AIG
190
American International Group
New York
$3.24K
PAS
191
Partnervest Advisory Services
California
$3K -$477 -75 -15%
Creative Planning
192
Creative Planning
Kansas
$3K
RFS
193
Rockefeller Financial Services
New York
$3K
FANJ
194
Financial Architects (New Jersey)
New Jersey
$3K +$3.27K +514 New
RIA
195
Regal Investment Advisors
Michigan
$2K +$19 +3 +0.9%
GI
196
Gradient Investments
Minnesota
$2K +$1.78K +280 New
Parallax Volatility Advisers
197
Parallax Volatility Advisers
California
$1K -$76 -12 -10%
First Manhattan
198
First Manhattan
New York
$1K
WF
199
WealthTrust Fairport
Ohio
$1K +$840 +132 New
Manulife (Manufacturers Life Insurance)
200
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$633 -$446K -70,076 -42%

MUFG Hedge Fund Activity: Q3 2013 in Review

200 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2013, worth a combined $965M — up 2.8% from $938M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MUFG positions and 12 closed out — a net gain of 8 holders — while 73 added to existing stakes and 72 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $23.8M. The largest seller was Thornburg Investment Management, cutting an estimated $14.3M.

  • 200 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2013, up from 194 in Q2 2013.
  • Funds reported $965M of Mitsubishi UFJ Financial stock for Q3 2013, up 2.8% quarter-over-quarter.
  • 20 funds opened new Mitsubishi UFJ Financial positions in Q3 2013 and 12 closed out, a net change of +8 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2013 was Aristotle Capital Management, an estimated $23.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2013 was Thornburg Investment Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2013.