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Mitsubishi UFJ Financial

184 hedge funds and large institutions have $610M invested in Mitsubishi UFJ Financial in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $595M → $610M (+$15.3M)

0.05% less ownership

Funds ownership: 1.19%1.14% (-0.05%)

9% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 69

3% less funds holding

Funds holding: 190184 (-6)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

Holders
184
Holders Change
-6
Holders Change %
-3.16%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
63
Reduced
69
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$252M +$15.2M +3,834,140 +6%
Northern Trust
2
Northern Trust
Illinois
$42.3M -$4.31M -1,088,699 -9%
PPA
3
Parametric Portfolio Associates
Washington
$35.3M -$13.7M -3,464,408 -28%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.2M -$4.08M -1,030,242 -11%
Goldman Sachs
5
Goldman Sachs
New York
$23.9M -$14.3M -3,620,618 -37%
Bank of America
6
Bank of America
North Carolina
$22.1M +$1.59M +402,371 +8%
AG
7
Aperio Group
California
$20.2M +$3.22M +814,066 +19%
Renaissance Technologies
8
Renaissance Technologies
New York
$19.6M -$1.14M -287,900 -5%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$14.2M +$4.54M +1,148,069 +46%
BIP
10
Brandes Investment Partners
California
$14.2M -$1.69M -426,465 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.1M +$69K +17,431 +0.7%
TAM
12
Todd Asset Management
Kentucky
$7.95M +$18.9K +4,767 +0.2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$7.67M +$4.59M +1,159,976 +147%
SEI Investments
14
SEI Investments
Pennsylvania
$6.93M +$661K +167,037 +10%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$6.4M +$6.44M +1,627,938 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.26M +$180K +45,513 +3%
LP
17
LMR Partners
United Kingdom
$6.04M -$14.1M -3,553,695 -70%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$4.96M
RJA
19
Raymond James & Associates
Florida
$4.7M -$216K -54,472 -4%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$4.33M -$112K -28,403 -3%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$4.18M +$266K +67,113 +7%
CGH
22
Crossmark Global Holdings
Texas
$3.52M +$123K +31,062 +4%
Comerica Bank
23
Comerica Bank
Texas
$2.86M +$114K +28,782 +4%
US Bancorp
24
US Bancorp
Minnesota
$2.82M -$1.45M -366,776 -34%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$2.74M -$118K -29,695 -4%

MUFG Hedge Fund Activity: Q2 2020 in Review

184 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2020, worth a combined $610M — up 2.6% from $595M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MUFG and 27 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 63 added.

The largest buyer was Aristotle Capital Management, adding an estimated $15.2M. The largest seller was Goldman Sachs, cutting an estimated $14.3M.

  • 184 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $610M of Mitsubishi UFJ Financial stock for Q2 2020, up 2.6% quarter-over-quarter.
  • 27 funds opened new Mitsubishi UFJ Financial positions in Q2 2020 and 32 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2020 was Aristotle Capital Management, an estimated $15.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2020 was Goldman Sachs, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2020.