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Mitsubishi UFJ Financial

190 hedge funds and large institutions have $945M invested in Mitsubishi UFJ Financial in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $824M → $945M (+$121M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

1% more funds holding

Funds holding: 189190 (+1)

0.12% more ownership

Funds ownership: 3.57%3.69% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

100% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $33.9B

Holders
190
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
5.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
24
Increased
55
Reduced
69
Closed
22
Calls
$17.5M
Puts
$33.9B
Net Calls
-$33.8B
Net Calls Change
-$3.54B
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$115M +$1.81M +319,942 +2%
BIP
2
Brandes Investment Partners
California
$86.3M +$8.31M +1,468,284 +12%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.3M -$192K -33,878 -0.3%
TIM
4
Thornburg Investment Management
New Mexico
$70.2M -$21.5M -3,805,446 -25%
Northern Trust
5
Northern Trust
Illinois
$66.6M +$23.5M +4,152,592 +62%
MAA
6
Managed Account Advisors
New Jersey
$63M +$1.06M +188,183 +2%
Fisher Asset Management
7
Fisher Asset Management
Washington
$40.2M +$639K +112,886 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$35M +$5.43M +959,958 +20%
TAM
9
Tocqueville Asset Management
New York
$29.6M +$27.3M +4,823,685 New
BIM
10
BlackRock Investment Management
Delaware
$28.2M +$350K +61,884 +1%
Goldman Sachs
11
Goldman Sachs
New York
$25.6M +$3.93M +694,408 +20%
TAM
12
Toscafund Asset Management
United Kingdom
$20.3M
AG
13
Aperio Group
California
$16M +$1.94M +343,152 +15%
Bank of America
14
Bank of America
North Carolina
$15.6M +$3.63M +640,800 +34%
MCM
15
Masters Capital Management
Georgia
$15.4M -$567K -100,136 -4%
TAM
16
Todd Asset Management
Kentucky
$14.6M -$1.6M -282,331 -11%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$14.1M -$1.64M -290,700 -11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13.3M +$186K +32,892 +2%
PPA
19
Parametric Portfolio Associates
Washington
$13M +$1.39M +245,354 +13%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$10.4M +$989K +174,778 +12%
ClearBridge Investments
21
ClearBridge Investments
New York
$9.86M +$249K +43,958 +3%
UBS AM
22
UBS AM
Illinois
$8.42M +$610K +107,766 +9%
PIA
23
Philadelphia International Advisors
Pennsylvania
$7.96M -$557K -98,473 -7%
NCM
24
Northroad Capital Management
New York
$6.91M +$176K +31,124 +3%
CI
25
Cambiar Investors
Colorado
$6.6M +$1.17M +206,500 +24%