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Mitsubishi UFJ Financial

235 hedge funds and large institutions have $1.09B invested in Mitsubishi UFJ Financial in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 64 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more call options, than puts

Call options by funds: $10K | Put options by funds: $3K

53% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 64

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

3% more funds holding

Funds holding: 228235 (+7)

0.08% more ownership

Funds ownership: 1.42%1.5% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $1.14B → $1.09B (-$53M)

Holders
235
Holders Change
+7
Holders Change %
+3.07%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
98
Reduced
64
Closed
25
Calls
$10K
Puts
$3K
Net Calls
+$7K
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$463M +$21.8M +3,873,374 +5%
Bank of America
2
Bank of America
North Carolina
$62M +$2.48M +440,755 +4%
PPA
3
Parametric Portfolio Associates
Washington
$50.9M -$1.72M -305,085 -3%
Northern Trust
4
Northern Trust
Illinois
$46.1M -$1.21M -214,262 -2%
Goldman Sachs
5
Goldman Sachs
New York
$44.2M +$3.09M +548,880 +7%
Natixis Advisors
6
Natixis Advisors
Massachusetts
$33.9M +$1.68M +297,932 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$33.7M +$6.55M +1,162,964 +23%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.9M -$1.71M -304,355 -5%
BlackRock
9
BlackRock
New York
$28M -$1.81M -321,678 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$25.2M +$1.61M +286,787 +7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$18M +$5.15M +915,512 +38%
IPAM
12
ICICI Prudential Asset Management
India
$18M +$2.64M +469,251 +17%
RJA
13
Raymond James & Associates
Florida
$16.1M +$557K +98,978 +3%
CGH
14
Crossmark Global Holdings
Texas
$14.9M -$182K -32,383 -1%
BIP
15
Brandes Investment Partners
California
$14.9M -$701K -124,423 -4%
SEI Investments
16
SEI Investments
Pennsylvania
$14.5M +$1.15M +204,298 +8%
TIM
17
Thornburg Investment Management
New Mexico
$13M +$1.11M +196,288 +9%
TAM
18
Todd Asset Management
Kentucky
$11.4M +$17.2K +3,047 +0.1%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.27M +$306K +54,303 +3%
Renaissance Technologies
20
Renaissance Technologies
New York
$8.77M -$1.9M -336,700 -17%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$6.08M
Wells Fargo
22
Wells Fargo
California
$5.52M +$424K +75,329 +8%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$5.36M +$21.4K +3,803 +0.4%
Citadel Advisors
24
Citadel Advisors
Florida
$5.34M +$840K +149,231 +18%
First Trust Advisors
25
First Trust Advisors
Illinois
$5.21M +$1.71M +304,032 +47%

MUFG Hedge Fund Activity: Q4 2021 in Review

235 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2021, worth a combined $1.09B — down 4.7% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MUFG positions and 25 closed out — a net gain of 10 holders — while 98 added to existing stakes and 64 trimmed.

The largest buyer was Aristotle Capital Management, adding an estimated $21.8M. The largest seller was Wellington Management Group, cutting an estimated $8.21M.

  • 235 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2021, up from 228 in Q3 2021.
  • Funds reported $1.09B of Mitsubishi UFJ Financial stock for Q4 2021, down 4.7% quarter-over-quarter.
  • 35 funds opened new Mitsubishi UFJ Financial positions in Q4 2021 and 25 closed out, a net change of +10 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2021 was Aristotle Capital Management, an estimated $21.8M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2021 was Wellington Management Group, an estimated $8.21M sold.

Based on aggregated 13F filings for Q4 2021.