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Mitsubishi UFJ Financial

208 hedge funds and large institutions have $902M invested in Mitsubishi UFJ Financial in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $798M → $902M (+$104M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 207208 (+1)

0.03% more ownership

Funds ownership: 1.02%1.05% (+0.03%)

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
79
Reduced
57
Closed
28
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Lenox Wealth Management
Ohio
$14K +$12.6K +2,082 +1,011%
GAM
177
Gemmer Asset Management
California
$12K +$5.05K +837 +72%
AWM
178
AllSquare Wealth Management
New York
$11K +$10.4K +1,729 New
TPWA
179
TRUE Private Wealth Advisors
Oregon
$10.9K +$10.6K +1,764 New
RCAG
180
Rehmann Capital Advisory Group
Michigan
$9.17K +$2.76K +457 +45%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.24K -205 -12%
TJHA
182
Thomas J. Herzfeld Advisors
Florida
$9K
VFA
183
Valeo Financial Advisors
Indiana
$9K
FHA
184
First Horizon Advisors
Tennessee
$9K +$205 +34 +2%
Macquarie Group
185
Macquarie Group
Australia
$6K
SWM
186
SeaCrest Wealth Management
New York
$6K
PMFA
187
Plante Moran Financial Advisors
Michigan
$6K +$808 +134 +17%
SPIA
188
Steward Partners Investment Advisory
New York
$5K
APP
189
Avantax Planning Partners
Iowa
$5K +$4.95K +821 New
AC
190
Avestar Capital
New York
$4K -$2.97K -492 -39%
SHJ
191
Sharkey, Howes & Javer
Colorado
$4K
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$4K +$3.62K +600 New
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$3.79K +628 New
OBWP
194
O'Brien Wealth Partners
Massachusetts
$4K +$3.96K +656 New
SCM
195
Southport Capital Management
Tennessee
$4K +$4.13K +685 New
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.19K
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$3K
NFG
198
Next Financial Group
Texas
$3K +$3.17K +525 New
WC
199
Whitney & Co
New York
$3K +$3.37K +558 New
TL
200
TrueWealth LLC
Georgia
$2K

MUFG Hedge Fund Activity: Q3 2018 in Review

208 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2018, worth a combined $902M — up 13% from $798M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 28 closed out — a net gain of 1 holder — while 79 added to existing stakes and 57 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $14.2M.

  • 208 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2018, up from 207 in Q2 2018.
  • Funds reported $902M of Mitsubishi UFJ Financial stock for Q3 2018, up 13% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2018 was Aristotle Capital Management, an estimated $10.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2018 was Royal Bank of Canada, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2018.