We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

209 hedge funds and large institutions have $718M invested in Mitsubishi UFJ Financial in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $87K | Put options by funds: $69K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 208209 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 1.05%1.04% (-0.01%)

20% less capital invested

Capital invested by funds: $902M → $718M (-$184M)

44% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 89

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
50
Reduced
89
Closed
36
Calls
$87K
Puts
$69K
Net Calls
+$18K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
176
Rehmann Capital Advisory Group
Michigan
$8.18K +$1.11K +197 +13%
AWM
177
AllSquare Wealth Management
New York
$8K
FHA
178
First Horizon Advisors
Tennessee
$8K +$690 +122 +8%
UBS AM
179
UBS AM
Illinois
$7.88K -$3.69K -652 -29%
JP Morgan Chase
180
JP Morgan Chase
New York
$7K -$15.3K -2,698 -67%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$7K
TJHA
182
Thomas J. Herzfeld Advisors
Florida
$7K
Bessemer Group
183
Bessemer Group
New Jersey
$7K +$8.01K +1,416 New
BCA
184
Berman Capital Advisors
Georgia
$6K +$8.28K +1,463 New
LWM
185
Lenox Wealth Management
Ohio
$5K -$7.45K -1,317 -58%
Macquarie Group
186
Macquarie Group
Australia
$5K
PMFA
187
Plante Moran Financial Advisors
Michigan
$5K +$215 +38 +4%
NIT
188
NumerixS Investment Technologies
British Columbia, Canada
$4K -$7.92K -1,400 -61%
NFG
189
Next Financial Group
Texas
$4K +$1.86K +329 +63%
WCM
190
WealthBridge Capital Management
Ohio
$4K +$4.4K +778 New
BTNA
191
Bremer Trust National Association
Minnesota
$4K +$4.82K +851 New
VFA
192
Valeo Financial Advisors
Indiana
$3K -$4.44K -785 -54%
SHJ
193
Sharkey, Howes & Javer
Colorado
$3K
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.51K
HIIFS
195
Harel Insurance Investments & Financial Services
Israel
$2K -$1.13K -200 -33%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$2K
Fidelity Investments
197
Fidelity Investments
Massachusetts
$2K +$306 +54 +20%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1K -$679K -119,957 -100%
SWM
199
SeaCrest Wealth Management
New York
$1K -$4.84K -855 -84%
Simplex Trading
200
Simplex Trading
Illinois
$1K -$1.3K -229 -48%

MUFG Hedge Fund Activity: Q4 2018 in Review

209 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2018, worth a combined $718M — down 20% from $902M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MUFG positions and 36 closed out — a net gain of 1 holder — while 50 added to existing stakes and 89 trimmed.

The largest buyer was LMR Partners, adding an estimated $41M. The largest seller was Todd Asset Management, cutting an estimated $15.5M.

  • 209 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2018, up from 208 in Q3 2018.
  • Funds reported $718M of Mitsubishi UFJ Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 37 funds opened new Mitsubishi UFJ Financial positions in Q4 2018 and 36 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2018 was LMR Partners, an estimated $41M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2018 was Todd Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2018.