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Mitsubishi UFJ Financial

197 hedge funds and large institutions have $730M invested in Mitsubishi UFJ Financial in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 94 increasing their positions, 45 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $392K | Put options by funds: $60K

109% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 45

8% more capital invested

Capital invested by funds: $679M → $730M (+$51.5M)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 205197 (-8)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
197
Holders Change
-8
Holders Change %
-3.9%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
94
Reduced
45
Closed
32
Calls
$392K
Puts
$60K
Net Calls
+$332K
Net Calls Change
+$335K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$175M +$1.91M +390,437 +1%
PPA
2
Parametric Portfolio Associates
Washington
$71.7M +$20.6M +4,199,126 +42%
Northern Trust
3
Northern Trust
Illinois
$71.3M +$2.55M +519,558 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52M -$973K -198,412 -2%
Goldman Sachs
5
Goldman Sachs
New York
$37.2M +$12.4M +2,533,212 +53%
AG
6
Aperio Group
California
$32.1M +$8.58M +1,749,811 +38%
Bank of America
7
Bank of America
North Carolina
$26.6M +$537K +109,612 +2%
BIP
8
Brandes Investment Partners
California
$24.5M -$2.82M -576,204 -11%
Renaissance Technologies
9
Renaissance Technologies
New York
$21.5M +$4.49M +916,025 +28%
LP
10
LMR Partners
United Kingdom
$21.2M -$10.2M -2,083,880 -33%
Natixis Advisors
11
Natixis Advisors
Massachusetts
$13.4M +$3.09M +630,405 +31%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$12.7M +$99.4K +20,271 +0.8%
NMC
13
Nine Masts Capital
Hong Kong
$12M -$11.5M -2,347,926 -50%
Fisher Asset Management
14
Fisher Asset Management
Washington
$10.7M +$56.5K +11,526 +0.5%
TAM
15
Todd Asset Management
Kentucky
$10.2M +$131K +26,736 +1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.61M +$777K +158,448 +12%
RJA
17
Raymond James & Associates
Florida
$7.14M +$139K +28,404 +2%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$6.42M
US Bancorp
19
US Bancorp
Minnesota
$6.33M +$1.21M +247,561 +25%
SEI Investments
20
SEI Investments
Pennsylvania
$6.18M +$365K +74,423 +7%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.63M -$3.25M -662,187 -37%
HighTower Advisors
22
HighTower Advisors
Illinois
$5.62M +$5.18M +1,056,001 +2,183%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$4.7M +$32K +6,524 +0.7%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$4.54M -$159K -32,450 -4%
CGH
25
Crossmark Global Holdings
Texas
$4.24M -$756K -154,211 -16%

MUFG Hedge Fund Activity: Q3 2019 in Review

197 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2019, worth a combined $730M — up 7.6% from $679M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 94 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $20.6M. The largest seller was Heathbridge Capital Management, exiting entirely with an estimated $24.6M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2019, down from 205 in Q2 2019.
  • Funds reported $730M of Mitsubishi UFJ Financial stock for Q3 2019, up 7.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q3 2019 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2019 was Parametric Portfolio Associates, an estimated $20.6M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2019 was Heathbridge Capital Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.