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Mitsubishi UFJ Financial

214 hedge funds and large institutions have $948M invested in Mitsubishi UFJ Financial in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 92 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 52

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

7% more capital invested

Capital invested by funds: $883M → $948M (+$64.3M)

0% more funds holding

Funds holding: 213214 (+1)

0.05% more ownership

Funds ownership: 3.48%3.53% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
214
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
5.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
92
Reduced
52
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$136M +$7.1M +1,100,282 +5%
Bank of America
2
Bank of America
North Carolina
$98.3M -$7.44M -1,152,231 -7%
BIP
3
Brandes Investment Partners
California
$78.9M -$2.94M -455,262 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$75.2M +$270K +41,800 +0.3%
Northern Trust
5
Northern Trust
Illinois
$57.5M +$1.16M +178,887 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$40.1M +$164K +25,328 +0.4%
NCA
7
New Century Advisors
Maryland
$35.1M
Goldman Sachs
8
Goldman Sachs
New York
$26.6M +$958K +148,305 +4%
PPA
9
Parametric Portfolio Associates
Washington
$24.5M +$2.97M +459,430 +13%
AG
10
Aperio Group
California
$22.5M +$1.69M +260,989 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$20.6M +$4.06M +628,400 +23%
MCM
12
Masters Capital Management
Georgia
$17.5M -$221K -34,250 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$16.6M -$1.12M -172,818 -6%
TAM
14
Todd Asset Management
Kentucky
$13.1M +$71.6K +11,085 +0.5%
ClearBridge Investments
15
ClearBridge Investments
New York
$12.2M +$407K +63,056 +3%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$11M +$1.57M +243,336 +16%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$11M
CAM
18
Capstone Asset Management
Texas
$10.9M +$80.4K +12,444 +0.7%
TWI
19
Thomas White International
Illinois
$9.99M -$58.8K -9,107 -0.6%
TAM
20
Tocqueville Asset Management
New York
$9.42M +$1.66K +257 +0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.27M +$122K +18,970 +1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.71M +$839K +129,996 +12%
GE
23
General Electric
Ohio
$7.67M
RJA
24
Raymond James & Associates
Florida
$7.09M +$483K +74,791 +7%
UBS AM
25
UBS AM
Illinois
$6.91M +$118K +18,216 +2%

MUFG Hedge Fund Activity: Q4 2015 in Review

214 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2015, worth a combined $948M — up 7.3% from $883M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MUFG positions and 25 closed out — a net gain of 3 holders — while 92 added to existing stakes and 52 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $7.1M. The largest seller was Bank of America, cutting an estimated $7.44M.

  • 214 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2015, up from 213 in Q3 2015.
  • Funds reported $948M of Mitsubishi UFJ Financial stock for Q4 2015, up 7.3% quarter-over-quarter.
  • 28 funds opened new Mitsubishi UFJ Financial positions in Q4 2015 and 25 closed out, a net change of +3 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2015 was Aristotle Capital Management, an estimated $7.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2015 was Bank of America, an estimated $7.44M sold.

Based on aggregated 13F filings for Q4 2015.