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Mitsubishi UFJ Financial
MUFG

215 hedge funds and large institutions have $956M invested in Mitsubishi UFJ Financial in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 94 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 44

100% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 19

34% more capital invested

Capital invested by funds: $714M → $956M (+$242M)

9% more funds holding

Funds holding: 198 → 215 (+17)

0.12% more ownership

Funds ownership: 1.19% → 1.31% (+0.12%)

8% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.12M

Holders
215
Holders Change
+17
Holders Change %
+8.59%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
94
Reduced
44
Closed
19
Calls
$1.04M
Puts
$1.12M
Net Calls
-$86K
Net Calls Change
-$59K

Top Buyers

1
Aristotle Capital Management
Aristotle Capital Management
California
+$43.2M
2
BlackRock
BlackRock
New York
+$26.8M
3
Bank of America
Bank of America
North Carolina
+$10.1M
4
TIM
Thornburg Investment Management
New Mexico
+$5.42M
5
SG
StoneX Group
New York
+$5.14M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$8.28M
2
Renaissance Technologies
Renaissance Technologies
New York
-$5.26M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2M
4
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$775K
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$415K
Name Holding Trade Value Shares
Change 		Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$422M +$43.2M +8,376,932 +12%
Northern Trust
2
Northern Trust
Illinois
$63.4M +$3.6M +696,985 +6%
PPA
3
Parametric Portfolio Associates
Washington
$54.5M -$8.28M -1,604,032 -14%
Bank of America
4
Bank of America
North Carolina
$45.2M +$10.1M +1,954,506 +30%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.6M -$2M -387,578 -5%
Goldman Sachs
6
Goldman Sachs
New York
$34.3M +$4.63M +897,631 +16%
BlackRock
7
BlackRock
New York
$28M +$26.8M +5,194,822 +194,781%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$23.9M +$3.09M +599,072 +16%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$18M +$2.48M +480,754 +17%
Renaissance Technologies
10
Renaissance Technologies
New York
$16.4M -$5.26M -1,018,900 -25%
BIP
11
Brandes Investment Partners
California
$15.9M +$623K +120,716 +4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$14.6M +$183K +35,552 +1%
TIM
13
Thornburg Investment Management
New Mexico
$11.6M +$5.42M +1,050,903 +95%
SEI Investments
14
SEI Investments
Pennsylvania
$11.1M +$788K +152,770 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$11M +$1.42M +275,321 +16%
TAM
16
Todd Asset Management
Kentucky
$10.9M -$382K -74,136 -4%
RJA
17
Raymond James & Associates
Florida
$7.93M +$1.35M +262,070 +22%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$6.09M +$1.36M +263,849 +30%
TRSOTSOK
19
Teachers Retirement System of the State of Kentucky
Kentucky
$5.99M -$775K -150,190 -12%
SM
20
Senvest Management
New York
$5.92M +$1.81M +350,000 +47%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$5.48M -$415K -80,532 -7%
SG
22
StoneX Group
New York
$5.36M +$5.14M +996,202 New
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$4.98M +$625K +121,165 +15%
CGH
24
Crossmark Global Holdings
Texas
$4.55M -$300K -58,154 -6%
Comerica Bank
25
Comerica Bank
Texas
$4.29M +$125K +24,263 +3%
1
2 3 4 5

MUFG Hedge Fund Activity: Q1 2021 in Review

215 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2021, worth a combined $956M — up 34% from $714M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MUFG positions and 19 closed out — a net gain of 19 holders — while 94 added to existing stakes and 44 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $43.2M. The largest seller was Parametric Portfolio Associates, cutting an estimated $8.28M.

  • 215 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2021, up from 198 in Q4 2020.
  • Funds reported $956M of Mitsubishi UFJ Financial stock for Q1 2021, up 34% quarter-over-quarter.
  • 38 funds opened new Mitsubishi UFJ Financial positions in Q1 2021 and 19 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2021 was Aristotle Capital Management, an estimated $43.2M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2021 was Parametric Portfolio Associates, an estimated $8.28M sold.

Based on aggregated 13F filings for Q1 2021.