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Mitsubishi UFJ Financial

228 hedge funds and large institutions have $1.14B invested in Mitsubishi UFJ Financial in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 53

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $1B → $1.14B (+$139M)

5% more funds holding

Funds holding: 218228 (+10)

0.06% more ownership

Funds ownership: 1.36%1.42% (+0.06%)

57% less call options, than puts

Call options by funds: $10K | Put options by funds: $23K

Holders
228
Holders Change
+10
Holders Change %
+4.59%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
90
Reduced
53
Closed
29
Calls
$10K
Puts
$23K
Net Calls
-$13K
Net Calls Change
-$143K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$480M +$3.96M +713,520 +0.9%
Bank of America
2
Bank of America
North Carolina
$64.7M +$3.1M +557,881 +5%
PPA
3
Parametric Portfolio Associates
Washington
$57M -$1.58M -284,265 -3%
Northern Trust
4
Northern Trust
Illinois
$51.4M -$6.52M -1,174,444 -12%
Goldman Sachs
5
Goldman Sachs
New York
$44.7M +$4.5M +809,850 +12%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$36.5M -$4.71M -847,383 -12%
Natixis Advisors
7
Natixis Advisors
Massachusetts
$35M +$3.23M +581,129 +11%
BlackRock
8
BlackRock
New York
$32.3M +$212K +38,213 +0.7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$29.7M +$11.3M +2,030,170 +68%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.6M +$888K +159,992 +4%
IPAM
11
ICICI Prudential Asset Management
India
$17.1M +$15.7M +2,818,530 New
RJA
12
Raymond James & Associates
Florida
$16.9M +$532K +95,784 +3%
BIP
13
Brandes Investment Partners
California
$16.9M -$502K -90,481 -3%
CGH
14
Crossmark Global Holdings
Texas
$16.4M +$10.9M +1,967,894 +246%
SEI Investments
15
SEI Investments
Pennsylvania
$14.5M +$1.22M +219,785 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.1M +$1.05M +189,305 +9%
TIM
17
Thornburg Investment Management
New Mexico
$12.9M -$92.7K -16,693 -0.8%
TAM
18
Todd Asset Management
Kentucky
$12.3M +$226K +40,675 +2%
Renaissance Technologies
19
Renaissance Technologies
New York
$11.5M -$2.93M -528,400 -21%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$11M +$10.3M +1,855,647 New
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$9.74M -$2.71M -488,817 -23%
TRSOTSOK
22
Teachers Retirement System of the State of Kentucky
Kentucky
$6.6M
CIBC World Market
23
CIBC World Market
Ontario, Canada
$5.8M -$131K -23,517 -2%
Wells Fargo
24
Wells Fargo
California
$5.55M +$2.07M +372,818 +66%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$5.21M -$171K -30,849 -3%

MUFG Hedge Fund Activity: Q3 2021 in Review

228 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2021, worth a combined $1.14B — up 14% from $1B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new MUFG positions and 29 closed out — a net gain of 11 holders — while 90 added to existing stakes and 53 trimmed.

The largest buyer was ICICI Prudential Asset Management, opening a new position worth an estimated $15.7M. The largest seller was Senvest Management, exiting entirely with an estimated $8.98M sold.

  • 228 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2021, up from 218 in Q2 2021.
  • Funds reported $1.14B of Mitsubishi UFJ Financial stock for Q3 2021, up 14% quarter-over-quarter.
  • 40 funds opened new Mitsubishi UFJ Financial positions in Q3 2021 and 29 closed out, a net change of +11 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2021 was ICICI Prudential Asset Management, an estimated $15.7M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2021 was Senvest Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q3 2021.