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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $956M invested in Mitsubishi UFJ Financial in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 44

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

34% more capital invested

Capital invested by funds: $714M → $956M (+$242M)

9% more funds holding

Funds holding: 198 → 215 (+17)

0.12% more ownership

Funds ownership: 1.19% → 1.31% (+0.12%)

8% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.12M

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
94
Reduced
44
Closed
19
Calls
$1.04M
Puts
$1.12M
Net Calls
-$86K
Net Calls Change
-$59K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$43.2M
2
BlackRock
BlackRock
New York
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$10.1M
4
TIM
Thornburg Investment Management
New Mexico
+$5.42M
5
SG
StoneX Group
New York
+$5.14M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$8.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.26M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$775K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
176
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$3.26K +632 +12%
VFA
177
Valeo Financial Advisors
Indiana
$25K -$8.26K -1,601 -26%
BCA
178
Berman Capital Advisors
Georgia
$20K -$88 -17 -0.4%
HNB
179
Huntington National Bank
Ohio
$20K -$10 -2 -0.1%
CBT
180
CoreFirst Bank & Trust
Kansas
$18K – – –
GWS
181
Glassman Wealth Services
Virginia
$15K -$820 -159 -5%
SWM
182
Spire Wealth Management
Virginia
$13K +$11.7K +2,264 New
EFSCE
183
Enterprise Financial Services Corp (EFSC)
Missouri
$10K – – –
JWM
184
Janiczek Wealth Management
Colorado
$10K – – –
POIA
185
Pin Oak Investment Advisors
Texas
$10K – – –
BMD
186
Better Money Decisions
New Mexico
$9K +$9.06K +1,756 New
SFS
187
Sowell Financial Services
Arkansas
$8K +$1.79K +348 +35%
PB
188
Pinnacle Bancorp
Nebraska
$8K +$7.27K +1,409 New
ZB
189
Zions Bancorporation
Utah
$5K -$9.65K -1,870 -66%
Jones Financial Companies
190
Jones Financial Companies
Missouri
$5K -$9.23K -1,789 -65%
CCA
191
Column Capital Advisors
Indiana
$5K – – –
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
GAM
193
Gemmer Asset Management
California
$5K – – –
IAIM
194
International Assets Investment Management
Florida
$5K – – –
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FCA
196
FinTrust Capital Advisors
South Carolina
$3K – – –
GRP
197
Global Retirement Partners
California
$3K – – –
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.21K – – –
BAM
199
Bellevue Asset Management
Washington
$2K – – –
IA
200
IFP Advisors
Florida
$2K – – –
6 7
8
9 10

MUFG Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2021, worth a combined $956M — up 34% from $714M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MUFG positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 44 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $43.2M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.28M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $956M of Mitsubishi UFJ Financial stock for Q1 2021, up 34% quarter-over-quarter.
  • 38 funds opened new Mitsubishi UFJ Financial positions in Q1 2021 and 19 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2021 was Aristotle Capital Management, an estimated $43.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2021 was Parametric Portfolio Associates, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2021.