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Mitsubishi UFJ Financial

207 hedge funds and large institutions have $798M invested in Mitsubishi UFJ Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $182K | Put options by funds: $80K

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.13% more ownership

Funds ownership: 0.89%1.02% (+0.13%)

0% less funds holding

Funds holding: 208207 (-1)

3% less capital invested

Capital invested by funds: $824M → $798M (-$26.2M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
58
Reduced
74
Closed
33
Calls
$182K
Puts
$80K
Net Calls
+$102K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
201
First Personal Financial Services
North Carolina
$1K
CF
202
Centaurus Financial
California
$1K +$950 +150 New
LWM
203
Lenox Wealth Management
Ohio
$1K +$1.3K +206 New
IAS
204
INR Advisory Services
Pennsylvania
$1K +$1.48K +234 New
CI
205
Cambiar Investors
Colorado
-$3.57M -538,210 Closed
Calamos Advisors
206
Calamos Advisors
Illinois
-$2.62M -394,600 Closed
EGA
207
Eagle Global Advisors
Texas
-$2.39M -359,915 Closed
Arrowstreet Capital
208
Arrowstreet Capital
Massachusetts
-$1.03M -154,900 Closed
IFWM
209
Institute for Wealth Management
Colorado
-$795K -119,576 Closed
SWP
210
Stratos Wealth Partners
Ohio
-$296K -44,638 Closed
FRM
211
Fox Run Management
Connecticut
-$167K -25,108 Closed
ECM
212
Evergreen Capital Management
Washington
-$162K -24,352 Closed
EMG
213
Ellington Management Group
Connecticut
-$159K -23,900 Closed
STA
214
Summit Trail Advisors
New York
-$150K -23,281 Closed
MIP
215
Marietta Investment Partners
Wisconsin
-$136K -20,451 Closed
KWA
216
KCS Wealth Advisory
California
-$133K -20,065 Closed
Citadel Advisors
217
Citadel Advisors
Florida
-$104K -15,686 Closed
BSW
218
Buckingham Strategic Wealth
Missouri
-$99K -14,914 Closed
ZB
219
Zions Bancorporation
Utah
-$94K -14,133 Closed
FAAS
220
First Allied Advisory Services
California
-$92K -13,423 Closed
FLPIM
221
F.L. Putnam Investment Management
Massachusetts
-$78K -11,780 Closed
TNBTD
222
Trustmark National Bank Trust Department
Mississippi
-$77K -11,600 Closed
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
-$72K -10,776 Closed
CCM
224
Cadence Capital Management
Massachusetts
-$71K -10,706 Closed
Principal Financial Group
225
Principal Financial Group
Iowa
-$70K -10,482 Closed

MUFG Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2018, worth a combined $798M — down 3.2% from $824M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 33 closed out — a net gain of 2 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.87M.

  • 207 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $798M of Mitsubishi UFJ Financial stock for Q2 2018, down 3.2% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q2 2018 and 33 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $56.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2018 was JP Morgan Chase, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2018.