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Mitsubishi UFJ Financial
MUFG

197 hedge funds and large institutions have $873M invested in Mitsubishi UFJ Financial in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 64 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $730M → $873M (+$143M)

13% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 64

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

0.12% more ownership

Funds ownership: 1.05% → 1.18% (+0.12%)

0% more funds holding

Funds holding: 197 → 197 (0)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
197
Holders Change
–
Holders Change %
0%
% of All Funds
3.88%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
72
Reduced
64
Closed
28
Calls
$430K
Puts
–
Net Calls
+$430K
Net Calls Change
+$98K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$122M
2
Renaissance Technologies
Renaissance Technologies
New York
+$3.36M
3
PPA
Parametric Portfolio Associates
Washington
+$3.07M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.08M
5
Millennium Management
Millennium Management
New York
+$1.88M

Top Sellers

1
LP
LMR Partners
United Kingdom
-$21.2M
2
NMC
Nine Masts Capital
Hong Kong
-$12M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.71M
4
CAC
Cowen and Company
New York
-$2.8M
5
BIP
Brandes Investment Partners
California
-$1.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$312M +$122M +23,088,231 +67%
PPA
2
Parametric Portfolio Associates
Washington
$79.8M +$3.07M +581,906 +4%
Northern Trust
3
Northern Trust
Illinois
$75.3M -$907K -171,823 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$54M -$1.52M -288,409 -3%
Goldman Sachs
5
Goldman Sachs
New York
$38.8M -$900K -170,613 -2%
AG
6
Aperio Group
California
$36.1M +$1.69M +320,394 +5%
Bank of America
7
Bank of America
North Carolina
$28M -$465K -88,095 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$26.4M +$3.36M +637,044 +15%
BIP
9
Brandes Investment Partners
California
$24.2M -$1.9M -360,124 -7%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$14.1M -$275K -52,123 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.6M +$54.9K +10,406 +0.4%
TAM
12
Todd Asset Management
Kentucky
$10.9M +$77K +14,587 +0.7%
Fisher Asset Management
13
Fisher Asset Management
Washington
$10.6M -$837K -158,654 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$8.11M -$23.3K -4,408 -0.3%
SEI Investments
15
SEI Investments
Pennsylvania
$7.95M +$1.3M +247,210 +20%
TRSOTSOK
16
Teachers Retirement System of the State of Kentucky
Kentucky
$6.86M – – –
RJA
17
Raymond James & Associates
Florida
$6.75M -$858K -162,543 -12%
HighTower Advisors
18
HighTower Advisors
Illinois
$6.72M +$671K +127,143 +12%
US Bancorp
19
US Bancorp
Minnesota
$6.56M -$201K -38,035 -3%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$5.52M +$479K +90,837 +10%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$5.17M -$819K -155,261 -14%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$4.59M -$252K -47,779 -5%
CGH
23
Crossmark Global Holdings
Texas
$4.49M -$47.7K -9,031 -1%
Citigroup
24
Citigroup
New York
$3.88M +$833K +157,767 +28%
Comerica Bank
25
Comerica Bank
Texas
$3.77M -$33.9K -6,417 -0.9%
1
2 3 4 5

MUFG Hedge Fund Activity: Q4 2019 in Review

197 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2019, worth a combined $873M — up 20% from $730M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MUFG positions and 28 closed out — a net gain of 3 holders — while 72 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $122M. The largest seller was LMR Partners, exiting entirely with an estimated $21.2M sold.

  • 197 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $873M of Mitsubishi UFJ Financial stock for Q4 2019, up 20% quarter-over-quarter.
  • 31 funds opened new Mitsubishi UFJ Financial positions in Q4 2019 and 28 closed out, a net change of +3 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2019 was Aristotle Capital Management, an estimated $122M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2019 was LMR Partners, an estimated $21.2M sold.

Based on aggregated 13F filings for Q4 2019.