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Mitsubishi UFJ Financial

190 hedge funds and large institutions have $595M invested in Mitsubishi UFJ Financial in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 1.18%1.19% (+0.02%)

4% less funds holding

Funds holding: 197190 (-7)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

32% less capital invested

Capital invested by funds: $873M → $595M (-$278M)

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
4.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
60
Reduced
75
Closed
37
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$354K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$220M +$12.8M +2,678,274 +5%
PPA
2
Parametric Portfolio Associates
Washington
$45.6M -$10.7M -2,236,767 -15%
Northern Trust
3
Northern Trust
Illinois
$43.4M -$9.58M -2,009,183 -14%
Goldman Sachs
4
Goldman Sachs
New York
$35.5M +$12.1M +2,547,025 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$34.7M -$2.19M -459,827 -5%
LP
6
LMR Partners
United Kingdom
$20.1M +$24.3M +5,099,908 New
Renaissance Technologies
7
Renaissance Technologies
New York
$19.3M +$1.88M +394,231 +8%
Bank of America
8
Bank of America
North Carolina
$19.1M +$317K +66,549 +1%
AG
9
Aperio Group
California
$15.8M -$11.1M -2,324,856 -35%
BIP
10
Brandes Investment Partners
California
$14.8M -$2.03M -425,472 -10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.35M +$204K +42,786 +2%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$9.06M -$542K -113,777 -4%
TAM
13
Todd Asset Management
Kentucky
$7.39M +$21.9K +4,604 +0.2%
SEI Investments
14
SEI Investments
Pennsylvania
$5.84M +$630K +132,236 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.66M +$253K +53,082 +4%
TRSOTSOK
16
Teachers Retirement System of the State of Kentucky
Kentucky
$4.62M
RJA
17
Raymond James & Associates
Florida
$4.58M +$32.2K +6,760 +0.5%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$4.14M +$541K +113,609 +11%
US Bancorp
19
US Bancorp
Minnesota
$3.97M -$582K -122,163 -10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$3.65M +$4.75M +997,496 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.47M -$16.2K -3,409 -0.4%
CGH
22
Crossmark Global Holdings
Texas
$3.16M +$180K +37,790 +5%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$2.9M +$850K +178,355 +29%
CAC
24
Cowen and Company
New York
$2.83M +$3.69M +773,813 New
Comerica Bank
25
Comerica Bank
Texas
$2.74M -$46.6K -9,778 -1%

MUFG Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2020, worth a combined $595M — down 32% from $873M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MUFG and 33 opened new positions — a net loss of 4 holders — while 75 trimmed existing stakes and 60 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $24.3M. The largest seller was Aperio Group, cutting an estimated $11.1M.

  • 190 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2020, down from 197 in Q4 2019.
  • Funds reported $595M of Mitsubishi UFJ Financial stock for Q1 2020, down 32% quarter-over-quarter.
  • 33 funds opened new Mitsubishi UFJ Financial positions in Q1 2020 and 37 closed out, a net change of -4 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2020 was LMR Partners, an estimated $24.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2020 was Aperio Group, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2020.