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Mitsubishi UFJ Financial

203 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $751M → $824M (+$73.2M)

5% more funds holding

Funds holding: 194203 (+9)

0.09% less ownership

Funds ownership: 3.26%3.17% (-0.09%)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
77
Reduced
57
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
176
James Investment Research
Ohio
$12K +$11.9K +2,000 New
KT
177
Kanaly Trust
Texas
$11K -$226 -38 -2%
FHA
178
First Horizon Advisors
Tennessee
$11K +$3.9K +658 +55%
ASN
179
Advisory Services Network
Georgia
$10K +$2.69K +454 +39%
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
$9K -$4.14K -698 -31%
IRS
181
Invictus RG (Singapore)
Singapore
$9K +$8.9K +1,500 New
S
182
SignatureFD
Georgia
$8K -$635 -107 -8%
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$8K
CHP
184
Cable Hill Partners
Oregon
$7K
LNB
185
Ledyard National Bank
$7K
LWA
186
Lenox Wealth Advisors
New York
$7K
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$6K +$3.66K +617 +227%
MWAN
188
Mariner Wealth Advisors (NYC)
Kansas
$5K +$4.38K +738 New
WCM
189
Wealthcare Capital Management
Virginia
$5K +$4.81K +811 New
FPFS
190
First Personal Financial Services
North Carolina
$4K
CAW
191
Cornerstone Advisors (Washington)
Washington
$4K +$184 +31 +5%
SHJ
192
Sharkey, Howes & Javer
Colorado
$4K +$3.56K +600 New
KTC
193
Kistler-Tiffany Companies
Pennsylvania
$3K
RFS
194
Rockefeller Financial Services
New York
$3K
FNBT
195
FineMark National Bank & Trust
Florida
$3K +$1.01K +171 +50%
BIM
196
BlackRock Investment Management
Delaware
$2K -$8.74K -1,472 -80%
CG
197
Colony Group
Massachusetts
$1K
First Manhattan
198
First Manhattan
New York
$1K
NFG
199
Next Financial Group
Texas
$1K
WA
200
WFG Advisors
Texas
$1K

MUFG Hedge Fund Activity: Q1 2015 in Review

203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2015, worth a combined $824M — up 9.7% from $751M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.45M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.2M sold.

  • 203 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2015, up from 194 in Q4 2014.
  • Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2015, up 9.7% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q1 2015 and 17 closed out, a net change of +12 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2015 was Renaissance Technologies, an estimated $5.45M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2015 was Jefferies Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2015.