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Mitsubishi UFJ Financial
MUFG

Overview Fund Activity

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
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

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
$206M
2
LP
LMR Partners
United Kingdom
$19.5M
3
PPA
Parametric Portfolio Associates
Washington
$63.4M
4
Northern Trust
Northern Trust
Illinois
$89.6M
5
Goldman Sachs
Goldman Sachs
New York
$36.2M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.2M
2
LCM
Laurion Capital Management
New York
$1.87M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$94K
5
GT
Glenmede Trust
Pennsylvania
$75K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Lenox Wealth Management
Ohio
$14K +$12.7K +2,082 +1,011%
GAM
177
Gemmer Asset Management
California
$12K +$5.04K +837 +72%
AWM
178
AllSquare Wealth Management
New York
$11K +$11K +1,729 New
TPWA
179
TRUE Private Wealth Advisors
Oregon
$10.9K +$10.9K +1,764 New
RCAG
180
Rehmann Capital Advisory Group
Michigan
$9.17K +$2.83K +457 +45%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$9K -$1.27K -205 -12%
TJHA
182
Thomas J. Herzfeld Advisors
Florida
$9K – – –
VFA
183
Valeo Financial Advisors
Indiana
$9K – – –
FHA
184
First Horizon Advisors
Tennessee
$9K +$195 +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 +$880 +134 +17%
SPIA
188
Steward Partners Investment Advisory
New York
$5K – – –
APP
189
Avantax Planning Partners
Iowa
$5K +$5K +821 New
AC
190
Avestar Capital
New York
$4K -$2.53K -492 -39%
SHJ
191
Sharkey, Howes & Javer
Colorado
$4K – – –
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$4K +$4K +600 New
WSTAM
193
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$4K +628 New
OBWP
194
O'Brien Wealth Partners
Massachusetts
$4K +$4K +656 New
SCM
195
Southport Capital Management
Tennessee
$4K +$4K +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 +$3K +525 New
WC
199
Whitney & Co
New York
$3K +$3K +558 New
TL
200
TrueWealth LLC
Georgia
$2K – – –
6 7
8
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