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Mitsubishi UFJ Financial

203 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 57

10% more capital invested

Capital invested by funds: $751M → $824M (+$73.2M)

5% more funds holding

Funds holding: 194203 (+9)

0.09% less ownership

Funds ownership: 3.26%3.17% (-0.09%)

Holders
203
Holders Change
+9
Holders Change %
+4.64%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
29
Increased
77
Reduced
57
Closed
17
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$130M -$4.97M -837,401 -4%
BIP
2
Brandes Investment Partners
California
$84.5M +$2.03M +342,368 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.7M +$56.5K +9,527 +0.1%
Northern Trust
4
Northern Trust
Illinois
$53.6M +$2.95M +496,319 +6%
MAA
5
Managed Account Advisors
New Jersey
$46.9M -$267K -44,969 -0.6%
Fisher Asset Management
6
Fisher Asset Management
Washington
$39.3M -$341K -57,395 -0.9%
JP Morgan Chase
7
JP Morgan Chase
New York
$36.8M +$806K +135,724 +2%
Goldman Sachs
8
Goldman Sachs
New York
$26.6M -$9.04M -1,523,777 -26%
MCM
9
Masters Capital Management
Georgia
$18.7M -$346K -58,235 -2%
PPA
10
Parametric Portfolio Associates
Washington
$18.2M +$1.51M +255,200 +10%
AG
11
Aperio Group
California
$16.8M -$1.14M -192,115 -7%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$14.9M +$191K +32,173 +1%
CAM
13
Capstone Asset Management
Texas
$13.9M +$4.12M +694,833 +45%
TAM
14
Todd Asset Management
Kentucky
$11.9M +$241K +40,554 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$11.7M +$5.45M +918,700 +96%
TRSOTSOK
16
Teachers Retirement System of the State of Kentucky
Kentucky
$11M
ClearBridge Investments
17
ClearBridge Investments
New York
$10.6M +$601K +101,232 +6%
TAM
18
Tocqueville Asset Management
New York
$9.41M
Bank of America
19
Bank of America
North Carolina
$7.33M -$3.75M -631,939 -35%
NMC
20
Nine Masts Capital
Hong Kong
$7.25M -$1.45M -244,575 -17%
UBS AM
21
UBS AM
Illinois
$6.64M -$159K -26,728 -2%
Lazard Asset Management
22
Lazard Asset Management
New York
$6.54M
GE
23
General Electric
Ohio
$6.18M +$715K +120,519 +14%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$5.78M +$98K +16,505 +2%
PIA
25
Philadelphia International Advisors
Pennsylvania
$5.71M -$2.65M -445,790 -33%

MUFG Hedge Fund Activity: Q1 2015 in Review

203 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2015, worth a combined $824M — up 9.7% from $751M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 17 closed out — a net gain of 12 holders — while 77 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.45M. The largest seller was Jefferies Group, exiting entirely with an estimated $11.2M sold.

  • 203 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2015, up from 194 in Q4 2014.
  • Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2015, up 9.7% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q1 2015 and 17 closed out, a net change of +12 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2015 was Renaissance Technologies, an estimated $5.45M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2015 was Jefferies Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2015.