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Mitsubishi UFJ Financial
MUFG

192 hedge funds and large institutions have $889M invested in Mitsubishi UFJ Financial in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 1.02% → 0.97% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 66

2% less funds holding

Funds holding: 196 → 192 (-4)

9% less capital invested

Capital invested by funds: $978M → $889M (-$88.6M)

Holders
192
Holders Change
-4
Holders Change %
-2.04%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
64
Reduced
66
Closed
24
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$218K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.99M
2
Millennium Management
Millennium Management
New York
+$6.17M
3
PPA
Parametric Portfolio Associates
Washington
+$4.31M
4
CI
Cambiar Investors
Colorado
+$3.87M
5
JG
Jefferies Group
New York
+$3.81M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
-$25.9M
2
BIP
Brandes Investment Partners
California
-$19.9M
3
MCM
Masters Capital Management
Georgia
-$18.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$7.39M
5
Renaissance Technologies
Renaissance Technologies
New York
-$5.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
176
Cornerstone Advisors (Washington)
Washington
$9K -$4.27K -676 -32%
VFA
177
Valeo Financial Advisors
Indiana
$9K +$8.46K +1,340 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.47K +1,183 New
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7K -$43K -6,815 -86%
DVM
180
Dreman Value Management
Florida
$7K – – –
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$7K +$1.61K +255 +29%
Macquarie Group
182
Macquarie Group
Australia
$6K -$6.83K -1,082 -54%
AFNAS
183
American Financial Network Advisory Services
California
$6K +$6.15K +974 New
HMS
184
Hanseatic Management Services
New Mexico
$4K – – –
SHJ
185
Sharkey, Howes & Javer
Colorado
$4K – – –
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.32K – – –
RFS
187
Rockefeller Financial Services
New York
$3K – – –
CHP
188
Cable Hill Partners
Oregon
$3K +$3.02K +479 New
ASN
189
Advisory Services Network
Georgia
$2K -$7.34K -1,163 -81%
LWA
190
Lenox Wealth Advisors
New York
$2K +$2.42K +384 New
First Manhattan
191
First Manhattan
New York
$1K – – –
SPIA
192
Steward Partners Investment Advisory
New York
$1K – – –
MCM
193
Masters Capital Management
Georgia
– -$18.2M -2,695,580 Closed
Allianz Asset Management
194
Allianz Asset Management
Germany
– -$7.39M -1,107,366 Closed
SBAM
195
Santa Barbara Asset Management
California
– -$3.68M -546,687 Closed
HH
196
Hilltop Holdings
Texas
– -$3.42M -506,252 Closed
GC
197
Gratry & Company
Ohio
– -$1.3M -192,905 Closed
MWVC
198
Morgens Waterfall Vintiadis & Co
New York
– -$304K -45,000 Closed
YMRC
199
Yorktown Management & Research Company
Virginia
– -$285K -42,200 Closed
Russell Investments Group
200
Russell Investments Group
United Kingdom
– -$277K -41,100 Closed
5 6 7
8
9

MUFG Hedge Fund Activity: Q3 2017 in Review

192 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2017, worth a combined $889M — down 9.1% from $978M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MUFG positions and 24 closed out — a net gain of 2 holders — while 64 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $8.99M. The largest seller was Thornburg Investment Management, cutting an estimated $25.9M.

  • 192 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2017, down from 196 in Q2 2017.
  • Funds reported $889M of Mitsubishi UFJ Financial stock for Q3 2017, down 9.1% quarter-over-quarter.
  • 26 funds opened new Mitsubishi UFJ Financial positions in Q3 2017 and 24 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2017 was Wellington Management Group, an estimated $8.99M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2017 was Thornburg Investment Management, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2017.