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Mitsubishi UFJ Financial

196 hedge funds and large institutions have $978M invested in Mitsubishi UFJ Financial in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

17% more call options, than puts

Call options by funds: $238K | Put options by funds: $203K

17% more capital invested

Capital invested by funds: $839M → $978M (+$139M)

0.09% more ownership

Funds ownership: 0.93%1.02% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 201196 (-5)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
196
Holders Change
-5
Holders Change %
-2.49%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
75
Reduced
61
Closed
25
Calls
$238K
Puts
$203K
Net Calls
+$35K
Net Calls Change
-$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$177M +$11.4M +1,790,811 +7%
Bank of America
2
Bank of America
North Carolina
$90M +$59.2M +9,299,630 +230%
Northern Trust
3
Northern Trust
Illinois
$84.1M +$397K +62,388 +0.5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$81M -$16.6K -2,600 -0%
BIP
5
Brandes Investment Partners
California
$59.1M +$829K +130,176 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$50.8M +$2.13M +333,750 +5%
PPA
7
Parametric Portfolio Associates
Washington
$49.5M +$3.38M +531,086 +8%
TIM
8
Thornburg Investment Management
New Mexico
$36.3M +$4.46M +700,666 +15%
Goldman Sachs
9
Goldman Sachs
New York
$31.9M +$2.48M +389,983 +9%
HCM
10
Heathbridge Capital Management
Ontario, Canada
$30M +$28.3M +4,441,350 New
AG
11
Aperio Group
California
$28.3M +$1.78M +279,447 +7%
MCM
12
Masters Capital Management
Georgia
$18.2M -$1.94M -304,420 -10%
Renaissance Technologies
13
Renaissance Technologies
New York
$16.1M +$2.93M +459,271 +24%
TAM
14
Todd Asset Management
Kentucky
$13M -$9.16K -1,438 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$12.9M -$4.56M -715,956 -27%
TAM
16
Tocqueville Asset Management
New York
$10.2M -$2.16K -339 -0%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$9.71M +$216K +33,901 +2%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$8.69M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.03M +$216K +33,924 +3%
Allianz Asset Management
20
Allianz Asset Management
Germany
$7.39M -$321K -50,414 -4%
CAM
21
Capstone Asset Management
Texas
$7.34M -$291K -45,640 -4%
GT
22
Glenmede Trust
Pennsylvania
$7.11M
State Street
23
State Street
Massachusetts
$6.66M
CIBC World Market
24
CIBC World Market
Ontario, Canada
$6.55M -$60.5K -9,495 -1%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$6.52M +$427K +67,108 +7%

MUFG Hedge Fund Activity: Q2 2017 in Review

196 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2017, worth a combined $978M — up 17% from $839M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of MUFG and 21 opened new positions — a net loss of 4 holders — while 61 trimmed existing stakes and 75 added.

The largest buyer was Bank of America, adding an estimated $59.2M. The largest seller was Philadelphia Financial Management of San Francisco, exiting entirely with an estimated $18.7M sold.

  • 196 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $978M of Mitsubishi UFJ Financial stock for Q2 2017, up 17% quarter-over-quarter.
  • 21 funds opened new Mitsubishi UFJ Financial positions in Q2 2017 and 25 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2017 was Bank of America, an estimated $59.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2017 was Philadelphia Financial Management of San Francisco, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2017.