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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $730M invested in Mitsubishi UFJ Financial in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $392K | Put options by funds: $60K

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $679M → $730M (+$51.5M)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 205197 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
94
Reduced
45
Closed
32
Calls
$392K
Puts
$60K
Net Calls
+$332K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
176
Advisory Services Network
Georgia
$9K
AWM
177
AllSquare Wealth Management
New York
$9K
POIA
178
Pin Oak Investment Advisors
Texas
$9K
FHA
179
First Horizon Advisors
Tennessee
$9K +$422 +86 +5%
LWM
180
Liberty Wealth Management
California
$9K +$2.82K +576 +45%
PMFA
181
Plante Moran Financial Advisors
Michigan
$9K +$5.01K +1,022 +128%
UBS AM
182
UBS AM
Illinois
$8.44K +$1.68K +342 +26%
VFA
183
Valeo Financial Advisors
Indiana
$8K +$201 +41 +3%
IA
184
IFP Advisors
Florida
$8K +$6.86K +1,400 New
FDCDDQ
185
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.25K +$529 +108 +12%
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$5K
GSWM
187
Golden State Wealth Management
California
$5K
GAM
188
Gemmer Asset Management
California
$5K +$569 +116 +14%
EW
189
Evoke Wealth
California
$4.79K +$4.62K +942 New
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$4K
BlackRock
191
BlackRock
New York
$3K -$445K -90,814 -99%
NFG
192
Next Financial Group
Texas
$3K
APA
193
American Portfolios Advisors
New York
$2.2K
OSAM
194
O'Shaughnessy Asset Management
Connecticut
$1K +$1.01K +206 +242%
AIC
195
Ameritas Investment Company
Nebraska
$1K +$1.17K +239 New
GT
196
Glenmede Trust
Pennsylvania
$62 +$18.2K +3,705 +43%
HCM
197
Heathbridge Capital Management
Ontario, Canada
-$24.6M -5,185,850 Closed
MMH
198
Menora Mivtachim Holdings
Israel
-$1.12M -236,000 Closed
Barclays
199
Barclays
United Kingdom
-$768K -161,754 Closed
UCFA
200
United Capital Financial Advisors
Texas
-$555K -117,787 Closed

MUFG Hedge Fund Activity: Q3 2019 in Review

197 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2019, worth a combined $730M — up 7.6% from $679M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 94 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.6M. The largest seller was Heathbridge Capital Management, exiting entirely with an estimated $24.6M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2019, down from 205 in Q2 2019.
  • Funds reported $730M of Mitsubishi UFJ Financial stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q3 2019 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2019 was Heathbridge Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.