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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
176
Brown Brothers Harriman & Co
New York
$3K +$2.42K +570 New
NSB
177
Norway Savings Bank
Maine
$3K +$2.69K +634 New
VCG
178
Vantage Consulting Group
Virginia
$3K +$3.02K +711 New
ABC
179
Associated Banc-Corp
Wisconsin
$2K
BAM
180
Bellevue Asset Management
Washington
$2K
FCA
181
FinTrust Capital Advisors
South Carolina
$2K
GRP
182
Global Retirement Partners
California
$2K
IA
183
IFP Advisors
Florida
$2K
SNT
184
Security National Trust
West Virginia
$2K
SWM
185
Sugarloaf Wealth Management
Georgia
$2K
CCA
186
Childress Capital Advisors
Texas
$2K +$2.04K +480 New
APA
187
American Portfolios Advisors
New York
$1.92K
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.82K
SPIA
189
Steward Partners Investment Advisory
New York
$1K -$2.61K -615 -78%
FHA
190
First Horizon Advisors
Tennessee
$1K -$1.64K -387 -69%
RBC
191
Roble Belko & Company
Pennsylvania
$1K
LWM
192
Liberty Wealth Management
California
$1K +$642 +151 +61%
SWP
193
ShoreHaven Wealth Partners
New Jersey
$1K +$799 +188 New
TRCT
194
Tower Research Capital (TRC)
New York
$1K +$807 +190 New
BC
195
Bartlett & Co
Ohio
$1K +$829 +195 New
ICP
196
Interchange Capital Partners
Pennsylvania
$1K +$1.38K +325 New
BCWM
197
Bartlett & Co Wealth Management
Ohio
$864 +$829 +195 New
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
-$1.83M -456,970 Closed
NMC
199
Nine Masts Capital
Hong Kong
-$1.62M -410,878 Closed
CS
200
Candriam SCA
Luxembourg
-$1.26M -314,008 Closed

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.