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Mitsubishi UFJ Financial

198 hedge funds and large institutions have $714M invested in Mitsubishi UFJ Financial in 2020 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

14% more capital invested

Capital invested by funds: $628M → $714M (+$85.2M)

13% more funds holding

Funds holding: 175198 (+23)

2% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 61

0.03% more ownership

Funds ownership: 1.15%1.19% (+0.03%)

77% less call options, than puts

Call options by funds: $8K | Put options by funds: $35K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
198
Holders Change
+23
Holders Change %
+13.14%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
62
Reduced
61
Closed
18
Calls
$8K
Puts
$35K
Net Calls
-$27K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$311M +$13.8M +3,243,642 +5%
PPA
2
Parametric Portfolio Associates
Washington
$52M +$4.99M +1,175,321 +11%
Northern Trust
3
Northern Trust
Illinois
$49.1M -$2.64M -620,758 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36M -$69.8K -16,421 -0.2%
Bank of America
5
Bank of America
North Carolina
$28.5M +$483K +113,730 +2%
Goldman Sachs
6
Goldman Sachs
New York
$24.2M -$3.96M -931,413 -15%
AG
7
Aperio Group
California
$21.6M -$669K -157,446 -3%
Renaissance Technologies
8
Renaissance Technologies
New York
$18M -$2.62M -617,500 -13%
Natixis Advisors
9
Natixis Advisors
Massachusetts
$17M +$355K +83,667 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$12.7M +$275K +64,656 +2%
BIP
11
Brandes Investment Partners
California
$12.2M -$477K -112,277 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$11.9M +$1.66M +391,125 +17%
TAM
13
Todd Asset Management
Kentucky
$9.31M +$228K +53,592 +3%
SEI Investments
14
SEI Investments
Pennsylvania
$8.43M +$746K +175,575 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.83M +$39.5K +9,297 +0.5%
TRSOTSOK
16
Teachers Retirement System of the State of Kentucky
Kentucky
$5.6M
RJA
17
Raymond James & Associates
Florida
$5.37M -$37K -8,717 -0.7%
TIM
18
Thornburg Investment Management
New Mexico
$4.92M +$4.72M +1,111,700 New
CIBC World Market
19
CIBC World Market
Ontario, Canada
$4.87M -$10.2K -2,394 -0.2%
CGH
20
Crossmark Global Holdings
Texas
$4M +$122K +28,615 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$3.85M -$123K -29,065 -3%
Comerica Bank
22
Comerica Bank
Texas
$3.59M +$146K +34,452 +5%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$3.56M +$371K +87,422 +12%
SM
24
Senvest Management
New York
$3.32M +$3.19M +750,000 New
GCAC
25
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.94M +$530K +124,640 +23%

MUFG Hedge Fund Activity: Q4 2020 in Review

198 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2020, worth a combined $714M — up 14% from $628M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new MUFG positions and 18 closed out — a net gain of 24 holders — while 62 added to existing stakes and 61 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $13.8M. The largest seller was Goldman Sachs, cutting an estimated $3.96M.

  • 198 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2020, up from 175 in Q3 2020.
  • Funds reported $714M of Mitsubishi UFJ Financial stock for Q4 2020, up 14% quarter-over-quarter.
  • 42 funds opened new Mitsubishi UFJ Financial positions in Q4 2020 and 18 closed out, a net change of +24 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2020 was Aristotle Capital Management, an estimated $13.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2020 was Goldman Sachs, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2020.