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Mitsubishi UFJ Financial

187 hedge funds and large institutions have $562M invested in Mitsubishi UFJ Financial in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $516K | Put options by funds: $227K

0.09% less ownership

Funds ownership: 3.14%3.04% (-0.09%)

3% less funds holding

Funds holding: 192187 (-5)

7% less capital invested

Capital invested by funds: $605M → $562M (-$42.7M)

22% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 23

27% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 79

Holders
187
Holders Change
-5
Holders Change %
-2.6%
% of All Funds
4.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
58
Reduced
79
Closed
23
Calls
$516K
Puts
$227K
Net Calls
+$289K
Net Calls Change
+$305K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$109M +$1.52M +320,715 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$53.5M +$18.4K +3,900 +0%
BIP
3
Brandes Investment Partners
California
$39.4M -$582K -123,130 -1%
Fisher Asset Management
4
Fisher Asset Management
Washington
$37.8M +$3.5M +739,542 +10%
Northern Trust
5
Northern Trust
Illinois
$37.3M -$600K -126,940 -1%
Bank of America
6
Bank of America
North Carolina
$21M -$1.04M -220,116 -4%
JG
7
Jefferies Group
New York
$20.6M -$2.36M -500,000 -10%
PPA
8
Parametric Portfolio Associates
Washington
$18M +$4.83M +1,021,537 +34%
AG
9
Aperio Group
California
$17.1M +$3.77M +796,995 +26%
Goldman Sachs
10
Goldman Sachs
New York
$16.1M -$716K -151,433 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$14.5M -$956K -202,148 -6%
JP Morgan Chase
12
JP Morgan Chase
New York
$12.5M +$4.59M +970,706 +52%
NMC
13
Nine Masts Capital
Hong Kong
$10M +$148K +31,211 +1%
ClearBridge Investments
14
ClearBridge Investments
New York
$8.69M -$541K -114,284 -6%
MCM
15
Masters Capital Management
Georgia
$8.61M -$264K -55,830 -3%
TAM
16
Todd Asset Management
Kentucky
$7.25M -$4.73M -1,000,278 -38%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$6.87M -$3.31M -699,096 -31%
TAM
18
Tocqueville Asset Management
New York
$6.71M +$1.41K +298 +0%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$6M +$4.26M +901,163 +198%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$5.43M -$36.1K -7,635 -0.6%
RJA
21
Raymond James & Associates
Florida
$5.11M +$1.09M +229,768 +25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.05M +$974K +205,868 +22%
GT
23
Glenmede Trust
Pennsylvania
$4.96M +$236K +49,982 +5%
CAM
24
Capstone Asset Management
Texas
$4.93M -$3.2M -675,610 -38%
TRSOTSOK
25
Teachers Retirement System of the State of Kentucky
Kentucky
$4.8M -$3.21M -678,000 -38%

MUFG Hedge Fund Activity: Q2 2016 in Review

187 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2016, worth a combined $562M — down 7.1% from $605M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MUFG and 18 opened new positions — a net loss of 5 holders — while 79 trimmed existing stakes and 58 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.83M. The largest seller was Thomas White International, cutting an estimated $6.48M.

  • 187 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2016, down from 192 in Q1 2016.
  • Funds reported $562M of Mitsubishi UFJ Financial stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 18 funds opened new Mitsubishi UFJ Financial positions in Q2 2016 and 23 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2016 was Parametric Portfolio Associates, an estimated $4.83M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2016 was Thomas White International, an estimated $6.48M sold.

Based on aggregated 13F filings for Q2 2016.