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Mitsubishi UFJ Financial
MUFG

190 hedge funds and large institutions have $647M invested in Mitsubishi UFJ Financial in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 71 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $364K | Put options by funds: $108K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

16% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 61

15% more capital invested

Capital invested by funds: $562M → $647M (+$84.9M)

2% more funds holding

Funds holding: 187 → 190 (+3)

0.02% more ownership

Funds ownership: 3.04% → 3.07% (+0.02%)

Holders
190
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
5.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
71
Reduced
61
Closed
25
Calls
$364K
Puts
$108K
Net Calls
+$256K
Net Calls Change
-$33K

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$14.2M
2
N
Nuveen
North Carolina
+$11.7M
3
CAM
Capstone Asset Management
Texas
+$5.8M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$5.63M
5
MCM
Masters Capital Management
Georgia
+$5.33M

Top Sellers

1
JG
Jefferies Group
New York
-$20.6M
2
Bank of America
Bank of America
North Carolina
-$11M
3
ClearBridge Investments
ClearBridge Investments
New York
-$9.89M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$4.27M
5
GE
General Electric
Ohio
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$120M -$4.16M -824,789 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61M -$37.4K -7,400 -0.1%
BIP
3
Brandes Investment Partners
California
$44.5M -$463K -91,726 -1%
Northern Trust
4
Northern Trust
Illinois
$43.7M +$1.21M +240,033 +3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$42.8M -$113K -22,470 -0.3%
PPA
6
Parametric Portfolio Associates
Washington
$23M +$2.44M +482,400 +12%
AG
7
Aperio Group
California
$20.9M +$1.43M +283,816 +7%
Goldman Sachs
8
Goldman Sachs
New York
$19.5M +$1.14M +226,187 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$16.4M -$139K -27,493 -0.8%
MCM
10
Masters Capital Management
Georgia
$15.2M +$5.33M +1,055,830 +54%
TIM
11
Thornburg Investment Management
New Mexico
$14.2M +$14.2M +2,811,631 New
JP Morgan Chase
12
JP Morgan Chase
New York
$13.6M -$701K -138,858 -5%
Bank of America
13
Bank of America
North Carolina
$12.9M -$11M -2,183,245 -46%
N
14
Nuveen
North Carolina
$11.7M +$11.7M +2,310,054 New
CAM
15
Capstone Asset Management
Texas
$11.4M +$5.8M +1,149,455 +103%
TAM
16
Todd Asset Management
Kentucky
$9.82M +$1.55M +306,795 +19%
NMC
17
Nine Masts Capital
Hong Kong
$9.03M -$2.31M -458,349 -20%
CGH
18
Crossmark Global Holdings
Texas
$8.24M +$6.46M +1,278,817 New
TAM
19
Tocqueville Asset Management
New York
$7.65M +$2.97K +589 +0%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$6.5M +$1.03M +204,000 +19%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$6.34M -$501K -99,273 -7%
GT
22
Glenmede Trust
Pennsylvania
$5.83M +$175K +34,760 +3%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$5.63M +$5.63M +1,114,900 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.62M -$137K -27,041 -2%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$5.11M +$760K +150,473 +17%
1
2 3 4 5

MUFG Hedge Fund Activity: Q3 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2016, worth a combined $647M — up 15% from $562M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new MUFG positions and 25 closed out — a net gain of 5 holders — while 71 added to existing stakes and 61 trimmed.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $14.2M. The largest seller was Jefferies Group, exiting entirely with an estimated $20.6M sold.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2016, up from 187 in Q2 2016.
  • Funds reported $647M of Mitsubishi UFJ Financial stock for Q3 2016, up 15% quarter-over-quarter.
  • 30 funds opened new Mitsubishi UFJ Financial positions in Q3 2016 and 25 closed out, a net change of +5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2016 was Thornburg Investment Management, an estimated $14.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2016 was Jefferies Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2016.