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Mitsubishi UFJ Financial

207 hedge funds and large institutions have $798M invested in Mitsubishi UFJ Financial in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 74 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $182K | Put options by funds: $80K

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

0.13% more ownership

Funds ownership: 0.89%1.02% (+0.13%)

0% less funds holding

Funds holding: 208207 (-1)

3% less capital invested

Capital invested by funds: $824M → $798M (-$26.2M)

22% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 74

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
58
Reduced
74
Closed
33
Calls
$182K
Puts
$80K
Net Calls
+$102K
Net Calls Change
-$202K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$178M +$19.1M +3,013,890 +11%
Northern Trust
2
Northern Trust
Illinois
$75.9M +$1.51M +238,151 +2%
Bank of America
3
Bank of America
North Carolina
$71M -$318K -50,242 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.2M -$1.39M -219,943 -2%
PPA
5
Parametric Portfolio Associates
Washington
$50.2M +$56.3M +8,888,091 New
BIP
6
Brandes Investment Partners
California
$33.2M +$6M +947,439 +19%
Goldman Sachs
7
Goldman Sachs
New York
$27.7M -$4.03M -636,415 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$27.2M +$19.4M +3,069,783 +176%
HCM
9
Heathbridge Capital Management
Ontario, Canada
$24.2M +$1.95M +307,300 +8%
AG
10
Aperio Group
California
$23.9M -$1.4M -220,738 -5%
TAM
11
Todd Asset Management
Kentucky
$18.3M -$602K -95,058 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$14.2M +$646K +102,011 +4%
TRSOTSOK
13
Teachers Retirement System of the State of Kentucky
Kentucky
$12M -$449K -71,000 -3%
LCM
14
Laurion Capital Management
New York
$10.3M +$11.6M +1,829,998 New
LP
15
LMR Partners
United Kingdom
$9.31M +$9.05M +1,429,921 +703%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$9.14M -$616K -97,365 -6%
RJA
17
Raymond James & Associates
Florida
$6.26M +$207K +32,681 +3%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$6.16M +$4.49M +708,754 +186%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$6.12M +$115K +18,130 +2%
SEI Investments
20
SEI Investments
Pennsylvania
$5.82M +$1.83M +288,475 +39%
Fisher Asset Management
21
Fisher Asset Management
Washington
$5.67M +$163K +25,742 +3%
WAM
22
Wolverine Asset Management
Illinois
$5.65M +$4.27M +675,000 +208%
Renaissance Technologies
23
Renaissance Technologies
New York
$5.45M +$2.6M +410,800 +74%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$5.34M -$388K -61,295 -6%
CGH
25
Crossmark Global Holdings
Texas
$5.15M -$1.96M -309,318 -25%

MUFG Hedge Fund Activity: Q2 2018 in Review

207 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2018, worth a combined $798M — down 3.2% from $824M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 33 closed out — a net gain of 2 holders — while 58 added to existing stakes and 74 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $56.3M. The largest seller was JP Morgan Chase, cutting an estimated $6.87M.

  • 207 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2018, down from 208 in Q1 2018.
  • Funds reported $798M of Mitsubishi UFJ Financial stock for Q2 2018, down 3.2% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q2 2018 and 33 closed out, a net change of +2 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2018 was Parametric Portfolio Associates, an estimated $56.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2018 was JP Morgan Chase, an estimated $6.87M sold.

Based on aggregated 13F filings for Q2 2018.