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Mitsubishi UFJ Financial

208 hedge funds and large institutions have $902M invested in Mitsubishi UFJ Financial in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 79 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $798M → $902M (+$104M)

4% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 28

0% more funds holding

Funds holding: 207208 (+1)

0.03% more ownership

Funds ownership: 1.02%1.05% (+0.03%)

Holders
208
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.76%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
29
Increased
79
Reduced
57
Closed
28
Calls
$276K
Puts
Net Calls
+$276K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$206M +$10.3M +1,713,884 +5%
Northern Trust
2
Northern Trust
Illinois
$89.6M +$6.25M +1,036,571 +8%
Bank of America
3
Bank of America
North Carolina
$77.6M -$106K -17,564 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$66.5M -$550K -91,180 -0.8%
PPA
5
Parametric Portfolio Associates
Washington
$63.4M +$8.19M +1,358,213 +15%
Goldman Sachs
6
Goldman Sachs
New York
$36.2M +$5.7M +945,641 +19%
BIP
7
Brandes Investment Partners
California
$35.5M -$891K -147,668 -3%
AG
8
Aperio Group
California
$29.5M +$3.26M +539,835 +13%
HCM
9
Heathbridge Capital Management
Ontario, Canada
$26.4M -$106K -17,500 -0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.7M +$5M +828,265 +33%
LP
11
LMR Partners
United Kingdom
$19.5M +$9.03M +1,496,913 +92%
TAM
12
Todd Asset Management
Kentucky
$17.8M -$2.19M -362,449 -11%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15.2M -$14.2M -2,358,040 -49%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$12.1M +$1.99M +329,148 +20%
TRSOTSOK
15
Teachers Retirement System of the State of Kentucky
Kentucky
$11.6M -$1.51M -251,000 -12%
CI
16
Cowen Inc
New York
$9.68M +$2.49M +412,243 +36%
NMC
17
Nine Masts Capital
Hong Kong
$8.76M +$3.51M +582,315 +71%
RJA
18
Raymond James & Associates
Florida
$7.09M +$230K +38,113 +3%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$6.75M +$41.7K +6,907 +0.6%
CGH
20
Crossmark Global Holdings
Texas
$6.54M +$869K +144,129 +16%
Fisher Asset Management
21
Fisher Asset Management
Washington
$6.43M +$214K +35,491 +4%
SEI Investments
22
SEI Investments
Pennsylvania
$6.21M -$171K -28,329 -3%
WAM
23
Wolverine Asset Management
Illinois
$6.19M
CIBC World Market
24
CIBC World Market
Ontario, Canada
$6.05M +$186K +30,813 +3%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$5.88M -$842K -139,594 -13%

MUFG Hedge Fund Activity: Q3 2018 in Review

208 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2018, worth a combined $902M — up 13% from $798M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MUFG positions and 28 closed out — a net gain of 1 holder — while 79 added to existing stakes and 57 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $14.2M.

  • 208 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2018, up from 207 in Q2 2018.
  • Funds reported $902M of Mitsubishi UFJ Financial stock for Q3 2018, up 13% quarter-over-quarter.
  • 29 funds opened new Mitsubishi UFJ Financial positions in Q3 2018 and 28 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2018 was Aristotle Capital Management, an estimated $10.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2018 was Royal Bank of Canada, an estimated $14.2M sold.

Based on aggregated 13F filings for Q3 2018.