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Mitsubishi UFJ Financial
MUFG

194 hedge funds and large institutions have $751M invested in Mitsubishi UFJ Financial in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more call options, than puts

Call options by funds: $31.6M | Put options by funds: $3.07M

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 191 → 194 (+3)

0.08% less ownership

Funds ownership: 3.34% → 3.26% (-0.08%)

4% less capital invested

Capital invested by funds: $782M → $751M (-$30.6M)

30% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 80

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
5.17%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
56
Reduced
80
Closed
21
Calls
$31.6M
Puts
$3.07M
Net Calls
+$28.5M
Net Calls Change
-$2.1M

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$6.93M
2
Goldman Sachs
Goldman Sachs
New York
+$5.1M
3
GE
General Electric
Ohio
+$4.87M
4
Comerica Bank
Comerica Bank
Texas
+$3.76M
5
CAM
Capstone Asset Management
Texas
+$3.62M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$29.4M
2
TAM
Tocqueville Asset Management
New York
-$14.9M
3
BIP
Brandes Investment Partners
California
-$4.19M
4
Renaissance Technologies
Renaissance Technologies
New York
-$3.1M
5
TAM
Todd Asset Management
Kentucky
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
176
Delta Asset Management
Tennessee
$5K – – –
CAW
177
Cornerstone Advisors (Washington)
Washington
$4K +$3.61K +648 New
RFS
178
Rockefeller Financial Services
New York
$3K – – –
FPFS
179
First Personal Financial Services
North Carolina
$3K +$3.23K +579 New
RC
180
RegentAtlantic Capital
New Jersey
$2.26K +$2.28K +409 New
FNBT
181
FineMark National Bank & Trust
Florida
$2K – – –
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$2K – – –
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
BRWA
184
B. Riley Wealth Advisors
Florida
$1.06K +$57.8K +10,380 +41%
NFG
185
Next Financial Group
Texas
$1K -$9.5K -1,705 -89%
ACS
186
Archford Capital Strategies
Illinois
$1K – – –
First Manhattan
187
First Manhattan
New York
$1K – – –
MIM
188
Macroview Investment Management
Maryland
$1K – – –
WA
189
WFG Advisors
Texas
$1K +$11 +2 +1%
TRCT
190
Tower Research Capital (TRC)
New York
$1K +$507 +91 +87%
IF
191
IRON Financial
Illinois
$898 +$2.23K +400 +3%
Manulife (Manufacturers Life Insurance)
192
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$233 +$235K +42,108 New
TIM
193
Thornburg Investment Management
New Mexico
– -$29.4M -5,242,631 Closed
Fidelity Investments
194
Fidelity Investments
Massachusetts
– -$2.56M -455,500 Closed
Jane Street
195
Jane Street
New York
– -$2.21M -394,228 Closed
VanEck Associates
196
VanEck Associates
New York
– -$643K -114,555 Closed
ST
197
Spot Trading
Illinois
– -$491K -87,583 Closed
ONB
198
Old National Bancorp
Indiana
– -$276K -49,273 Closed
PG
199
PEAK6 Group
Illinois
– -$248K -44,122 Closed
BFA
200
BlackRock Fund Advisors
California
– -$217K -38,685 Closed
5 6 7
8
9

MUFG Hedge Fund Activity: Q4 2014 in Review

194 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2014, worth a combined $751M — down 3.9% from $782M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MUFG positions and 21 closed out — a net gain of 4 holders — while 56 added to existing stakes and 80 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.93M. The largest seller was Thornburg Investment Management, exiting entirely with an estimated $29.4M sold.

  • 194 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2014, up from 191 in Q3 2014.
  • Funds reported $751M of Mitsubishi UFJ Financial stock for Q4 2014, down 3.9% quarter-over-quarter.
  • 25 funds opened new Mitsubishi UFJ Financial positions in Q4 2014 and 21 closed out, a net change of +4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2014 was Northern Trust, an estimated $6.93M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2014 was Thornburg Investment Management, an estimated $29.4M sold.

Based on aggregated 13F filings for Q4 2014.