We are live on ! Find out more
MUFG icon

Mitsubishi UFJ Financial

222 hedge funds and large institutions have $1.03B invested in Mitsubishi UFJ Financial in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

78% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 51

25% more capital invested

Capital invested by funds: $824M → $1.03B (+$205M)

9% more funds holding

Funds holding: 203222 (+19)

0.26% more ownership

Funds ownership: 3.17%3.43% (+0.26%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
222
Holders Change
+19
Holders Change %
+9.36%
% of All Funds
5.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
33
Increased
91
Reduced
51
Closed
11
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
+$6K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$148M -$2.82M -395,874 -2%
BIP
2
Brandes Investment Partners
California
$98.5M +$402K +56,445 +0.4%
MAA
3
Managed Account Advisors
New Jersey
$96.2M +$41.1M +5,773,003 +77%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$86.9M +$121K +17,000 +0.1%
Northern Trust
5
Northern Trust
Illinois
$63.6M +$1.36M +190,518 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$46.1M +$482K +67,748 +1%
Bank of America
7
Bank of America
North Carolina
$32.6M +$23.8M +3,336,537 +283%
Goldman Sachs
8
Goldman Sachs
New York
$29.5M -$1.39M -194,999 -5%
PPA
9
Parametric Portfolio Associates
Washington
$23.8M +$2.65M +371,868 +13%
AG
10
Aperio Group
California
$22.2M +$2.62M +367,227 +14%
MCM
11
Masters Capital Management
Georgia
$21M -$676K -94,895 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$19.3M -$23.2M -3,250,784 -55%
Renaissance Technologies
13
Renaissance Technologies
New York
$17.7M +$4.07M +571,300 +30%
TAM
14
Todd Asset Management
Kentucky
$15.4M +$1.49M +208,747 +11%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$13.9M -$3.27M -459,304 -19%
TRSOTSOK
16
Teachers Retirement System of the State of Kentucky
Kentucky
$12.7M
ClearBridge Investments
17
ClearBridge Investments
New York
$12.7M +$401K +56,263 +3%
CAM
18
Capstone Asset Management
Texas
$12.4M -$3.73M -523,786 -23%
Comerica Bank
19
Comerica Bank
Texas
$12.3M +$6.51M +914,689 +116%
TAM
20
Tocqueville Asset Management
New York
$10.9M +$3.15K +443 +0%
UBS AM
21
UBS AM
Illinois
$7.93M +$226K +31,684 +3%
Lazard Asset Management
22
Lazard Asset Management
New York
$7.59M +$6.97K +979 +0.1%
GE
23
General Electric
Ohio
$7.18M
NCM
24
Northroad Capital Management
New York
$6.76M +$153K +21,514 +2%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$6.66M +$201K +28,222 +3%

MUFG Hedge Fund Activity: Q2 2015 in Review

222 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2015, worth a combined $1.03B — up 25% from $824M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MUFG positions and 11 closed out — a net gain of 22 holders — while 91 added to existing stakes and 51 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $41.1M. The largest seller was JP Morgan Chase, cutting an estimated $23.2M.

  • 222 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2015, up from 203 in Q1 2015.
  • Funds reported $1.03B of Mitsubishi UFJ Financial stock for Q2 2015, up 25% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q2 2015 and 11 closed out, a net change of +22 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2015 was Managed Account Advisors, an estimated $41.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2015 was JP Morgan Chase, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2015.