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Mitsubishi UFJ Financial

196 hedge funds and large institutions have $978M invested in Mitsubishi UFJ Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

17% more call options, than puts

Call options by funds: $238K | Put options by funds: $203K

17% more capital invested

Capital invested by funds: $839M → $978M (+$139M)

0.09% more ownership

Funds ownership: 0.93%1.02% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 201196 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
75
Reduced
61
Closed
25
Calls
$238K
Puts
$203K
Net Calls
+$35K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
176
Macquarie Group
Australia
$13K +$4.27K +671 +51%
WIM
177
Westside Investment Management
California
$12.4K +$1.99K +313 +20%
TRCT
178
Tower Research Capital (TRC)
New York
$12K -$20.8K -3,266 -65%
TJHA
179
Thomas J. Herzfeld Advisors
Florida
$11K +$9.92K +1,557 New
Bessemer Group
180
Bessemer Group
New Jersey
$10K -$19.2K -3,010 -68%
ASN
181
Advisory Services Network
Georgia
$10K -$64 -10 -0.7%
FHA
182
First Horizon Advisors
Tennessee
$10K -$32 -5 -0.3%
DVM
183
Dreman Value Management
Florida
$7K +$6.73K +1,057 New
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$6K
EA
185
Edge Advisors
Georgia
$4K
HMS
186
Hanseatic Management Services
New Mexico
$4K
SHJ
187
Sharkey, Howes & Javer
Colorado
$4K
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48K +$3.28K +515 New
RFS
189
Rockefeller Financial Services
New York
$3K
NFG
190
Next Financial Group
Texas
$2K
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$2K
VWA
192
V Wealth Advisors
Kansas
$2K +$1.85K +290 New
First Manhattan
193
First Manhattan
New York
$1K
SPIA
194
Steward Partners Investment Advisory
New York
$1K
BTIS
195
BB&T Investment Services
North Carolina
$1K +$1.41K +222 New
PFMOSF
196
Philadelphia Financial Management of San Francisco
California
-$18.7M -2,953,612 Closed
JG
197
Jefferies Group
New York
-$3.3M -521,200 Closed
Susquehanna International Group
198
Susquehanna International Group
Pennsylvania
-$3M -471,427 Closed
ACI
199
AMP Capital Investors
Australia
-$999K -156,089 Closed
PHK
200
Point72 Hong Kong
Hong Kong
-$656K -103,405 Closed

MUFG Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2017, worth a combined $978M — up 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MUFG and 21 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $18.7M sold.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $978M of Mitsubishi UFJ Financial stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new Mitsubishi UFJ Financial positions in Q2 2017 and 25 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2017 was Bank of America, an estimated $59.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.