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Mitsubishi UFJ Financial

205 hedge funds and large institutions have $679M invested in Mitsubishi UFJ Financial in 2019 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 34

0.05% less ownership

Funds ownership: 1.1%1.05% (-0.05%)

1% less funds holding

Funds holding: 208205 (-3)

9% less capital invested

Capital invested by funds: $743M → $679M (-$64.2M)

32% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
205
Holders Change
-3
Holders Change %
-1.44%
% of All Funds
4.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
58
Reduced
85
Closed
34
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$162M -$634K -132,052 -0.4%
Northern Trust
2
Northern Trust
Illinois
$64.2M -$1.34M -279,415 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$49.5M -$1.03M -213,856 -2%
PPA
4
Parametric Portfolio Associates
Washington
$47.1M -$4.66M -970,709 -9%
LP
5
LMR Partners
United Kingdom
$29.7M +$8.65M +1,800,801 +40%
BIP
6
Brandes Investment Partners
California
$25.6M -$1.26M -262,228 -5%
HCM
7
Heathbridge Capital Management
Ontario, Canada
$24.6M -$37.9K -7,900 -0.2%
Bank of America
8
Bank of America
North Carolina
$24.4M -$29.5M -6,149,364 -55%
Goldman Sachs
9
Goldman Sachs
New York
$22.7M +$834K +173,663 +4%
NMC
10
Nine Masts Capital
Hong Kong
$22.4M +$1.28M +266,857 +6%
AG
11
Aperio Group
California
$21.7M -$2.89M -601,323 -12%
Renaissance Technologies
12
Renaissance Technologies
New York
$15.8M +$12.2M +2,534,800 +325%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$11.8M -$878K -182,901 -7%
Fisher Asset Management
14
Fisher Asset Management
Washington
$9.96M -$1.44M -300,432 -13%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$9.56M -$1.3M -270,200 -12%
TAM
16
Todd Asset Management
Kentucky
$9.37M -$2.4M -499,104 -20%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$8.4M +$4.12M +857,101 +94%
RJA
18
Raymond James & Associates
Florida
$6.54M -$259K -53,942 -4%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$6.36M +$639K +133,072 +11%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$6.21M +$49.9K +10,394 +0.8%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$6M -$1.44M -300,000 -19%
SEI Investments
22
SEI Investments
Pennsylvania
$5.42M -$12.5K -2,613 -0.2%
US Bancorp
23
US Bancorp
Minnesota
$4.74M +$547K +113,961 +13%
CGH
24
Crossmark Global Holdings
Texas
$4.7M -$125K -25,989 -3%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$4.4M -$318K -66,278 -7%

MUFG Hedge Fund Activity: Q2 2019 in Review

205 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2019, worth a combined $679M — down 8.6% from $743M a quarter earlier.

Fund positioning in MUFG was balanced in Q2 2019: 34 funds opened new positions, 34 closed out, 58 added to existing stakes and 85 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $12.2M. The largest seller was Bank of America, cutting an estimated $29.5M.

  • 205 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2019, down from 208 in Q1 2019.
  • Funds reported $679M of Mitsubishi UFJ Financial stock for Q2 2019, down 8.6% quarter-over-quarter.
  • 34 funds opened new Mitsubishi UFJ Financial positions in Q2 2019 and 34 closed out, a net change of 0 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2019 was Renaissance Technologies, an estimated $12.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2019 was Bank of America, an estimated $29.5M sold.

Based on aggregated 13F filings for Q2 2019.