Mitsubishi UFJ Financial
MUFG
208 hedge funds and large institutions have $824M invested in Mitsubishi UFJ Financial in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 37 closing their positions.
380% more call options, than puts
Call options by funds: $384K | Put options by funds: $80K
29% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 55
0.04% less ownership
Funds ownership: 0.93% → 0.89% (-0.04%)
3% less funds holding
Funds holding: 215 → 208 (-7)
11% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 37
14% less capital invested
Capital invested by funds: $963M → $824M (-$139M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.32M |
| 2 |
Aristotle Capital Management
Los Angeles,
California
|
+$5.51M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$4.63M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.53M |
| 5 |
Goldman Sachs
New York
|
+$4.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$62.2M |
| 2 |
JG
Jefferies Group
New York
|
-$19.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.8M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$3.66M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$3.61M |
MUFG Hedge Fund Activity: Q1 2018 in Review
208 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2018, worth a combined $824M — down 14% from $963M a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 55 trimmed existing stakes and 71 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $6.32M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $62.2M sold.
- 208 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2018, down from 215 in Q4 2017.
- Funds reported $824M of Mitsubishi UFJ Financial stock for Q1 2018, down 14% quarter-over-quarter.
- 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2018 and 37 closed out, a net change of -4 holders.
- The largest Mitsubishi UFJ Financial buyer in Q1 2018 was Wellington Management Group, an estimated $6.32M added.
- The largest Mitsubishi UFJ Financial seller in Q1 2018 was Parametric Portfolio Associates, an estimated $62.2M sold.
Based on aggregated 13F filings for Q1 2018.