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Mitsubishi UFJ Financial

207 hedge funds and large institutions have $798M invested in Mitsubishi UFJ Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $182K | Put options by funds: $80K

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.13% more ownership

Funds ownership: 0.89%1.02% (+0.13%)

0% less funds holding

Funds holding: 208207 (-1)

3% less capital invested

Capital invested by funds: $824M → $798M (-$26.2M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
58
Reduced
74
Closed
33
Calls
$182K
Puts
$80K
Net Calls
+$102K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
176
Cornerstone Advisors (Washington)
Washington
$12K +$1.82K +288 +16%
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$9K -$728 -115 -6%
TJHA
178
Thomas J. Herzfeld Advisors
Florida
$8K -$228 -36 -2%
FHA
179
First Horizon Advisors
Tennessee
$8K
VFA
180
Valeo Financial Advisors
Indiana
$8K +$696 +110 +8%
ClearBridge Investments
181
ClearBridge Investments
New York
$8K +$9.21K +1,455 New
UBS AM
182
UBS AM
Illinois
$7.58K +$8.49K +1,342 New
GAM
183
Gemmer Asset Management
California
$7K +$1.55K +245 +27%
CI
184
Cowen Inc
New York
$6.51K +$7.29M +1,152,000 New
SWM
185
SeaCrest Wealth Management
New York
$6K +$209 +33 +3%
AC
186
Avestar Capital
New York
$6K +$3K +474 +60%
GWM
187
Geneos Wealth Management
Colorado
$6K +$7.29K +1,152 New
RCAG
188
Rehmann Capital Advisory Group
Michigan
$5.79K
WC
189
Whitnell & Co
Illinois
$5K
Macquarie Group
190
Macquarie Group
Australia
$5K +$209 +33 +4%
SPIA
191
Steward Partners Investment Advisory
New York
$4K
PMFA
192
Plante Moran Financial Advisors
Michigan
$4K +$4.94K +780 New
SHJ
193
Sharkey, Howes & Javer
Colorado
$3K
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$3K +$3.17K +500 New
CFN
195
Cordasco Financial Network
Florida
$3K +$3.26K +515 New
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.91K -$12.7K -2,000 -80%
NIT
197
NumerixS Investment Technologies
British Columbia, Canada
$2K -$8.86K -1,400 -78%
TL
198
TrueWealth LLC
Georgia
$2K
ACS
199
Archford Capital Strategies
Illinois
$1K
First Manhattan
200
First Manhattan
New York
$1K

MUFG Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2018, worth a combined $798M — down 3.2% from $824M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 33 closed out — a net gain of 2 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.87M.

  • 207 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $798M of Mitsubishi UFJ Financial stock for Q2 2018, down 3.2% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q2 2018 and 33 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $56.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2018 was JP Morgan Chase, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2018.