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Mitsubishi UFJ Financial

187 hedge funds and large institutions have $562M invested in Mitsubishi UFJ Financial in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $516K | Put options by funds: $227K

0.09% less ownership

Funds ownership: 3.14%3.04% (-0.09%)

3% less funds holding

Funds holding: 192187 (-5)

7% less capital invested

Capital invested by funds: $605M → $562M (-$42.7M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

27% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 79

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
79
Closed
23
Calls
$516K
Puts
$227K
Net Calls
+$289K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
176
MSI Financial Services
Massachusetts
$3K -$12K -2,539 -79%
SHJ
177
Sharkey, Howes & Javer
Colorado
$3K
ASN
178
Advisory Services Network
Georgia
$2K
RFS
179
Rockefeller Financial Services
New York
$2K
AIM
180
Acrospire Investment Management
Illinois
$1K -$9.16K -1,936 -92%
FNBT
181
FineMark National Bank & Trust
Florida
$1K
NFG
182
Next Financial Group
Texas
$1K
WA
183
WFG Advisors
Texas
$1K
ACS
184
Archford Capital Strategies
Illinois
$1K +$539 +114 New
AT
185
Arden Trust
Delaware
$478 +$30.1K +6,355 +6%
WP
186
WealthPLAN Partners
Nebraska
$470 +$1K +212 New
FWCM
187
Ferguson Wellman Capital Management
Oregon
-$3.66M -797,202 Closed
CCMG
188
Clark Capital Management Group
Pennsylvania
-$2.26M -493,044 Closed
DC
189
Deere & Company
Illinois
-$710K -154,740 Closed
AL
190
Airain Ltd
Guernsey
-$506K -110,294 Closed
Two Sigma Advisers
191
Two Sigma Advisers
New York
-$304K -66,300 Closed
NCA
192
New Century Advisors
Maryland
-$300K -65,300 Closed
CG
193
Caprock Group
Idaho
-$204K -44,411 Closed
ANRIA
194
American National Registered Investment Advisor
Texas
-$100K -21,800 Closed
MNBTD
195
Moody National Bank Trust Division
Texas
-$100K -21,800 Closed
EMG
196
Ellington Management Group
Connecticut
-$98K -21,400 Closed
WA
197
Wealth Architects
California
-$64K -13,927 Closed
PP
198
Paloma Partners
Connecticut
-$62K -13,537 Closed
BTS
199
BB&T Securities
Virginia
-$60K -13,093 Closed
UCFA
200
United Capital Financial Advisors
Texas
-$54K -11,826 Closed

MUFG Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2016, worth a combined $562M — down 7.1% from $605M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MUFG and 18 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 58 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.83M. The largest seller was Thomas White International, cutting an estimated $6.48M.

  • 187 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2016, down from 192 in Q1 2016.
  • Funds reported $562M of Mitsubishi UFJ Financial stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 18 funds opened new Mitsubishi UFJ Financial positions in Q2 2016 and 23 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2016 was Parametric Portfolio Associates, an estimated $4.83M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2016 was Thomas White International, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2016.