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Mitsubishi UFJ Financial

209 hedge funds and large institutions have $718M invested in Mitsubishi UFJ Financial in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 50 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $87K | Put options by funds: $69K

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0% more funds holding

Funds holding: 208209 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 1.05%1.04% (-0.01%)

20% less capital invested

Capital invested by funds: $902M → $718M (-$184M)

44% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 89

Holders
209
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
4.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
50
Reduced
89
Closed
36
Calls
$87K
Puts
$69K
Net Calls
+$18K
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$156M -$7.55M -1,334,437 -4%
Northern Trust
2
Northern Trust
Illinois
$67M -$4.01M -709,021 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.1M -$212K -37,434 -0.3%
LP
4
LMR Partners
United Kingdom
$50.9M +$41M +7,240,320 +231%
Bank of America
5
Bank of America
North Carolina
$48.9M -$14.2M -2,506,707 -20%
PPA
6
Parametric Portfolio Associates
Washington
$40M -$11.6M -2,041,927 -20%
NMC
7
Nine Masts Capital
Hong Kong
$29.1M +$25.6M +4,521,805 +322%
BIP
8
Brandes Investment Partners
California
$24.4M -$4.12M -727,560 -13%
HCM
9
Heathbridge Capital Management
Ontario, Canada
$21.1M +$421K +74,400 +2%
Goldman Sachs
10
Goldman Sachs
New York
$20.9M -$8.75M -1,546,204 -26%
AG
11
Aperio Group
California
$20.8M -$2.8M -494,982 -10%
TAM
12
Todd Asset Management
Kentucky
$14.6M -$15.5M -2,746,354 -95%
CI
13
Cowen Inc
New York
$13.8M +$7.19M +1,271,000 +81%
Fisher Asset Management
14
Fisher Asset Management
Washington
$11.6M +$7.57M +1,337,336 +129%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11.2M -$823K -145,391 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$10.8M -$6.38M -1,127,421 -34%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$9.09M
Natixis Advisors
18
Natixis Advisors
Massachusetts
$7.22M -$2.62M -463,539 -24%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$6.49M +$2.16M +381,568 +40%
SEI Investments
20
SEI Investments
Pennsylvania
$6.2M +$391 +69 +0%
CGH
21
Crossmark Global Holdings
Texas
$5.02M -$146K -25,740 -2%
RJA
22
Raymond James & Associates
Florida
$4.93M -$756K -133,557 -12%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$4.7M -$68.5K -12,112 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$4.57M +$5.22M +921,474 +5,293%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$4.53M -$912K -161,104 -15%

MUFG Hedge Fund Activity: Q4 2018 in Review

209 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2018, worth a combined $718M — down 20% from $902M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new MUFG positions and 36 closed out — a net gain of 1 holder — while 50 added to existing stakes and 89 trimmed.

The largest buyer was LMR Partners, adding an estimated $41M. The largest seller was Todd Asset Management, cutting an estimated $15.5M.

  • 209 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2018, up from 208 in Q3 2018.
  • Funds reported $718M of Mitsubishi UFJ Financial stock for Q4 2018, down 20% quarter-over-quarter.
  • 37 funds opened new Mitsubishi UFJ Financial positions in Q4 2018 and 36 closed out, a net change of +1 holder.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2018 was LMR Partners, an estimated $41M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2018 was Todd Asset Management, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2018.