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Mitsubishi UFJ Financial
MUFG

201 hedge funds and large institutions have $839M invested in Mitsubishi UFJ Financial in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 63 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $474K | Put options by funds: $254K

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $786M → $839M (+$53.2M)

3% more funds holding

Funds holding: 196 → 201 (+5)

0.03% more ownership

Funds ownership: 0.9% → 0.93% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

11% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 71

Holders
201
Holders Change
+5
Holders Change %
+2.55%
% of All Funds
5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
29
Increased
63
Reduced
71
Closed
20
Calls
$474K
Puts
$254K
Net Calls
+$220K
Net Calls Change
-$26K

Top Buyers

1
TIM
Thornburg Investment Management
New Mexico
+$13.3M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$8.97M
4
PPA
Parametric Portfolio Associates
Washington
+$7.36M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.47M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$7.12M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.64M
3
N
Nuveen
North Carolina
-$4.74M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.48M
5
OMC
Old Mission Capital
Illinois
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$155M +$8.97M +1,370,803 +6%
Northern Trust
2
Northern Trust
Illinois
$78.6M +$749K +114,464 +0.9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$76.1M +$58.2K +8,900 +0.1%
BIP
4
Brandes Investment Partners
California
$54.7M +$1.97M +300,551 +4%
Fisher Asset Management
5
Fisher Asset Management
Washington
$45.6M -$7.12M -1,087,966 -13%
PPA
6
Parametric Portfolio Associates
Washington
$43.2M +$7.36M +1,125,090 +20%
TIM
7
Thornburg Investment Management
New Mexico
$29.7M +$13.3M +2,027,302 +76%
Goldman Sachs
8
Goldman Sachs
New York
$27.5M +$2.04M +312,520 +8%
Bank of America
9
Bank of America
North Carolina
$25.6M +$10.1M +1,537,212 +61%
AG
10
Aperio Group
California
$24.8M +$1.48M +226,910 +6%
MCM
11
Masters Capital Management
Georgia
$19M +$1.64M +250,000 +9%
PFMOSF
12
Philadelphia Financial Management of San Francisco
California
$18.7M +$956K +146,185 +5%
JP Morgan Chase
13
JP Morgan Chase
New York
$16.6M +$1.98M +303,043 +13%
TAM
14
Todd Asset Management
Kentucky
$12.3M -$41.9K -6,398 -0.3%
Renaissance Technologies
15
Renaissance Technologies
New York
$12.2M -$5.64M -861,800 -31%
TAM
16
Tocqueville Asset Management
New York
$9.61M +$255 +39 +0%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$8.91M -$180K -27,586 -2%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$8.16M – – –
Allianz Asset Management
19
Allianz Asset Management
Germany
$7.34M +$5.9M +901,115 +351%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.33M +$527K +80,566 +7%
CAM
21
Capstone Asset Management
Texas
$7.18M +$73.5K +11,230 +1%
GT
22
Glenmede Trust
Pennsylvania
$7.11M -$245K -37,462 -3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$6.27M +$6.47M +989,027 New
State Street
24
State Street
Massachusetts
$6.25M -$7.5K -1,147 -0.1%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$6.22M +$30.5K +4,668 +0.5%
1
2 3 4 5

MUFG Hedge Fund Activity: Q1 2017 in Review

201 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2017, worth a combined $839M — up 6.8% from $786M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 20 closed out — a net gain of 9 holders — while 63 added to existing stakes and 71 trimmed.

The largest buyer was Thornburg Investment Management, adding an estimated $13.3M. The largest seller was Fisher Asset Management, cutting an estimated $7.12M.

  • 201 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2017, up from 196 in Q4 2016.
  • Funds reported $839M of Mitsubishi UFJ Financial stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q1 2017 and 20 closed out, a net change of +9 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2017 was Thornburg Investment Management, an estimated $13.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2017 was Fisher Asset Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q1 2017.