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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $873M invested in Mitsubishi UFJ Financial in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $730M → $873M (+$143M)

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 1.05%1.18% (+0.12%)

0% more funds holding

Funds holding: 197197 (0)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
197
Holders Change
Holders Change %
0%
% of All Funds
3.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
72
Reduced
64
Closed
28
Calls
$430K
Puts
Net Calls
+$430K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
176
Pin Oak Investment Advisors
Texas
$10K
IA
177
IFP Advisors
Florida
$10K +$1.97K +373 +27%
AWM
178
AllSquare Wealth Management
New York
$9K
VFA
179
Valeo Financial Advisors
Indiana
$8K
EW
180
Evoke Wealth
California
$5.12K +$5 +1 +0.1%
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$5K
FGAM
182
Financial Gravity Asset Management
Texas
$5K
GAM
183
Gemmer Asset Management
California
$5K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$4K
Rockefeller Capital Management
185
Rockefeller Capital Management
New York
$3K -$17.6K -3,337 -87%
SF
186
Synovus Financial
Georgia
$3K +$2.99K +567 New
APA
187
American Portfolios Advisors
New York
$2.35K
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.23K -$3.29K -623 -60%
NFG
189
Next Financial Group
Texas
$2K -$1.79K -339 -51%
SWM
190
Sugarloaf Wealth Management
Georgia
$2K +$2.36K +448 New
PCM
191
Prelude Capital Management
New York
$1K -$330K -62,600 -100%
Toronto Dominion Bank
192
Toronto Dominion Bank
Ontario, Canada
$1K -$47.1K -8,920 -99%
GWS
193
Glassman Wealth Services
Virginia
$1K +$807 +153 New
First Manhattan
194
First Manhattan
New York
$1K +$982 +186 New
CFGS
195
Concourse Financial Group Securities
Alabama
$1K +$1.45K +275 New
LP
196
LMR Partners
United Kingdom
-$21.2M -4,175,251 Closed
NMC
197
Nine Masts Capital
Hong Kong
-$12M -2,357,899 Closed
Wellington Management Group
198
Wellington Management Group
Massachusetts
-$3.71M -731,286 Closed
CAC
199
Cowen and Company
New York
-$2.8M -551,800 Closed
Invesco
200
Invesco
Georgia
-$1.22M -239,401 Closed

MUFG Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2019, worth a combined $873M — up 20% from $730M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MUFG positions and 28 closed out — a net gain of 3 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $122M. The largest seller was LMR Partners, exiting entirely with an estimated $21.2M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $873M of Mitsubishi UFJ Financial stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Mitsubishi UFJ Financial positions in Q4 2019 and 28 closed out, a net change of +3 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $122M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2019 was LMR Partners, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.