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Mitsubishi UFJ Financial

175 hedge funds and large institutions have $628M invested in Mitsubishi UFJ Financial in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 74 increasing their positions, 53 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 53

3% more capital invested

Capital invested by funds: $610M → $628M (+$18M)

0.01% more ownership

Funds ownership: 1.14%1.15% (+0.01%)

5% less funds holding

Funds holding: 184175 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

65% less call options, than puts

Call options by funds: $14K | Put options by funds: $40K

Holders
175
Holders Change
-9
Holders Change %
-4.89%
% of All Funds
3.53%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
74
Reduced
53
Closed
28
Calls
$14K
Puts
$40K
Net Calls
-$26K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$268M +$11.3M +2,803,659 +4%
Northern Trust
2
Northern Trust
Illinois
$47M +$3.83M +947,563 +9%
PPA
3
Parametric Portfolio Associates
Washington
$42.4M +$6.38M +1,581,186 +18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.6M -$1.29M -319,214 -4%
Goldman Sachs
5
Goldman Sachs
New York
$25.7M +$1.33M +329,671 +5%
Bank of America
6
Bank of America
North Carolina
$25.4M +$2.86M +707,571 +13%
AG
7
Aperio Group
California
$20.2M -$369K -91,305 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$18.8M -$1.19M -293,600 -6%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$15.1M +$540K +133,885 +4%
BIP
10
Brandes Investment Partners
California
$11.5M -$2.99M -741,822 -21%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.3M +$954K +236,325 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$9.16M +$1.35M +333,301 +17%
TAM
13
Todd Asset Management
Kentucky
$8.21M +$102K +25,226 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.04M +$666K +164,925 +10%
SEI Investments
15
SEI Investments
Pennsylvania
$6.92M -$147K -36,345 -2%
TRSOTSOK
16
Teachers Retirement System of the State of Kentucky
Kentucky
$5.07M
RJA
17
Raymond James & Associates
Florida
$4.9M +$104K +25,756 +2%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$4.42M -$606 -150 -0%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$3.6M +$961K +238,023 +36%
CGH
20
Crossmark Global Holdings
Texas
$3.51M -$77.8K -19,266 -2%
Comerica Bank
21
Comerica Bank
Texas
$3.01M -$19K -4,700 -0.6%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$2.88M +$78.2K +19,382 +3%
Citigroup
23
Citigroup
New York
$2.27M -$196K -48,469 -8%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.19M +$70.5K +17,455 +3%
GCAC
25
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.18M -$2.87K -710 -0.1%

MUFG Hedge Fund Activity: Q3 2020 in Review

175 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2020, worth a combined $628M — up 3% from $610M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MUFG and 23 opened new positions — a net loss of 5 holders — while 53 trimmed existing stakes and 74 added.

The largest buyer was Aristotle Capital Management, adding an estimated $11.3M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $6.4M sold.

  • 175 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2020, down from 184 in Q2 2020.
  • Funds reported $628M of Mitsubishi UFJ Financial stock for Q3 2020, up 3% quarter-over-quarter.
  • 23 funds opened new Mitsubishi UFJ Financial positions in Q3 2020 and 28 closed out, a net change of -5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2020 was Aristotle Capital Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2020 was Assenagon Asset Management, an estimated $6.4M sold.

Based on aggregated 13F filings for Q3 2020.