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Mitsubishi UFJ Financial

218 hedge funds and large institutions have $1B invested in Mitsubishi UFJ Financial in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

19% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.03M

1% more funds holding

Funds holding: 215218 (+3)

5% more capital invested

Capital invested by funds: $956M → $1B (+$46.2M)

0.05% more ownership

Funds ownership: 1.31%1.36% (+0.05%)

Holders
218
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
88
Reduced
56
Closed
27
Calls
$1.16M
Puts
$1.03M
Net Calls
+$130K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$434M +$9.32M +1,677,073 +2%
Bank of America
2
Bank of America
North Carolina
$56.1M +$10.9M +1,956,984 +23%
PPA
3
Parametric Portfolio Associates
Washington
$53.7M -$1.31M -235,737 -2%
Northern Trust
4
Northern Trust
Illinois
$53.3M -$10.9M -1,953,712 -17%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.9M -$4.08M -733,889 -9%
Goldman Sachs
6
Goldman Sachs
New York
$36.5M +$2M +360,026 +6%
BlackRock
7
BlackRock
New York
$29.3M +$1.18M +212,451 +4%
Natixis Advisors
8
Natixis Advisors
Massachusetts
$28.9M +$4.92M +885,508 +20%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$22.6M +$4.5M +809,500 +24%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$16.1M +$1.48M +265,628 +10%
BIP
11
Brandes Investment Partners
California
$16M +$402K +72,365 +3%
RJA
12
Raymond James & Associates
Florida
$14.9M +$7.13M +1,282,514 +87%
Renaissance Technologies
13
Renaissance Technologies
New York
$13.4M -$3.19M -574,300 -19%
SEI Investments
14
SEI Investments
Pennsylvania
$12.1M +$970K +174,568 +8%
TIM
15
Thornburg Investment Management
New Mexico
$11.9M +$184K +33,143 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.9M +$857K +154,121 +8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$11.6M +$5.55M +999,212 +88%
TAM
18
Todd Asset Management
Kentucky
$11.1M +$76.4K +13,746 +0.7%
SM
19
Senvest Management
New York
$8.98M +$3.1M +556,800 +51%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$6.03M
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$6M +$1M +180,230 +19%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$5.43M -$99.1K -17,830 -2%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$4.92M +$5.05M +908,754 New
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$4.41M +$3.49M +627,992 +338%
CGH
25
Crossmark Global Holdings
Texas
$4.33M -$264K -47,561 -6%

MUFG Hedge Fund Activity: Q2 2021 in Review

218 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2021, worth a combined $1B — up 4.8% from $956M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MUFG positions and 27 closed out — a net gain of 5 holders — while 88 added to existing stakes and 56 trimmed.

The largest buyer was Bank of America, adding an estimated $10.9M. The largest seller was Northern Trust, cutting an estimated $10.9M.

  • 218 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2021, up from 215 in Q1 2021.
  • Funds reported $1B of Mitsubishi UFJ Financial stock for Q2 2021, up 4.8% quarter-over-quarter.
  • 32 funds opened new Mitsubishi UFJ Financial positions in Q2 2021 and 27 closed out, a net change of +5 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2021 was Bank of America, an estimated $10.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2021 was Northern Trust, an estimated $10.9M sold.

Based on aggregated 13F filings for Q2 2021.