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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
RBC
201
Roble Belko & Company
Pennsylvania
$2K – – –
MAM
202
Meeder Asset Management
Ohio
$2K +$1.72K +333 New
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.24K +435 New
FFA
204
Founders Financial Alliance
North Carolina
$2K +$2.29K +444 New
APA
205
American Portfolios Advisors
New York
$1.29K -$1K -194 -45%
AIC
206
Ameritas Investment Company
Nebraska
$1.26K +$1.21K +234 New
BCWM
207
Bartlett & Co Wealth Management
Ohio
$1.07K – – –
BC
208
Bartlett & Co
Ohio
$1K – – –
FHA
209
First Horizon Advisors
Tennessee
$1K – – –
SWP
210
ShoreHaven Wealth Partners
New Jersey
$1K – – –
MWP
211
Meridian Wealth Partners
Pennsylvania
$1K +$825 +160 New
TCWA
212
Ten Capital Wealth Advisors
Washington
$1K +$1.03K +200 New
CS
213
Candriam SCA
Luxembourg
$1K +$1.19K +230 New
BBHC
214
Brown Brothers Harriman & Co
New York
$3 – – –
SWM
215
Sugarloaf Wealth Management
Georgia
$2 – – –
RhumbLine Advisers
216
RhumbLine Advisers
Massachusetts
– -$351K -79,311 Closed
ACA
217
Atlas Capital Advisors
Wyoming
– -$175K -39,422 Closed
DIM
218
DC Investments Management
Virginia
– -$139K -31,362 Closed
BC
219
Bridgefront Capital
Texas
– -$134K -30,181 Closed
SSA
220
Schonfeld Strategic Advisors
New York
– -$120K -27,200 Closed
Two Sigma Investments
221
Two Sigma Investments
New York
– -$63K -14,209 Closed
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
– -$48K -10,791 Closed
Axa
223
Axa
France
– -$41K -9,184 Closed
PWM
224
Perigon Wealth Management
California
– -$30K -6,707 Closed
CAAS
225
Capital Asset Advisory Services
Michigan
– -$8K -1,850 Closed
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.