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Mitsubishi UFJ Financial

205 hedge funds and large institutions have $679M invested in Mitsubishi UFJ Financial in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0.05% less ownership

Funds ownership: 1.1%1.05% (-0.05%)

1% less funds holding

Funds holding: 208205 (-3)

9% less capital invested

Capital invested by funds: $743M → $679M (-$64.2M)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
205
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
58
Reduced
85
Closed
34
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
176
First Horizon Advisors
Tennessee
$8K
POIA
177
Pin Oak Investment Advisors
Texas
$8K
GRP
178
Global Retirement Partners
California
$8K +$8.05K +1,676 New
VFA
179
Valeo Financial Advisors
Indiana
$7K
UBS AM
180
UBS AM
Illinois
$6.27K
LWM
181
Liberty Wealth Management
California
$6K +$5 +1 +0.1%
TPWA
182
TRUE Private Wealth Advisors
Oregon
$6K +$6.15K +1,280 New
NCM
183
Next Capital Management
New York
$6K +$6.22K +1,295 New
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$5K -$1.12K -234 -19%
BL
185
Balentine LLC
Georgia
$5K +$5.36K +1,116 New
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.4K +$1.97K +411 +80%
GAM
187
Gemmer Asset Management
California
$4K -$10K -2,092 -71%
PMFA
188
Plante Moran Financial Advisors
Michigan
$4K -$744 -155 -16%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$4K
GSWM
190
Golden State Wealth Management
California
$4K
NFG
191
Next Financial Group
Texas
$3K
SHJ
192
Sharkey, Howes & Javer
Colorado
$3K
FBT
193
First Bank & Trust
South Dakota
$3K +$2.71K +565 New
DPA
194
Delphi Private Advisors
California
$3K +$3.02K +630 New
APA
195
American Portfolios Advisors
New York
$2.06K
LWM
196
Lenox Wealth Management
Ohio
$2K -$1.77K -369 -38%
WAS
197
Winch Advisory Services
Wisconsin
$2K +$1.61K +336 New
PCP
198
Proficio Capital Partners
Massachusetts
$2K +$2.16K +450 New
CFA
199
Carroll Financial Associates
North Carolina
$2K +$2.47K +514 New
AC
200
Avestar Capital
New York
$1K -$7.96K -1,659 -80%

MUFG Hedge Fund Activity: Q2 2019 in Review

205 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2019, worth a combined $679M — down 8.6% from $743M a quarter earlier.

Fund positioning in MUFG was balanced in Q2 2019: 34 funds opened new positions, 34 closed out, 58 added to existing stakes and 85 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $29.5M.

  • 205 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2019, down from 208 in Q1 2019.
  • Funds reported $679M of Mitsubishi UFJ Financial stock for Q2 2019, down 8.6% quarter-over-quarter.
  • 34 funds opened new Mitsubishi UFJ Financial positions in Q2 2019 and 34 closed out, a net change of 0 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2019 was Renaissance Technologies, an estimated $12.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2019 was Bank of America, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2019.