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Mitsubishi UFJ Financial

360 hedge funds and large institutions have $1.92B invested in Mitsubishi UFJ Financial in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $156K | Put options by funds: $59K

103% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 37

85% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 85

10% more funds holding

Funds holding: 328360 (+32)

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$138M)

0.15% more ownership

Funds ownership: 1.66%1.81% (+0.15%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
360
Holders Change
+32
Holders Change %
+9.76%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
75
Increased
157
Reduced
85
Closed
37
Calls
$156K
Puts
$59K
Net Calls
+$97K
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
VanderPol Investments
Michigan
$210K +$206K +24,397 New
PP
227
PDS Planning
Ohio
$210K
XT
228
XTX Topco
Cayman Islands
$205K +$201K +23,776 New
Russell Investments Group
229
Russell Investments Group
United Kingdom
$200K +$31.7K +3,753 +19%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$199K +$49.6K +5,882 +34%
CC
231
Callan Capital
California
$195K +$191K +22,695 New
Cetera Investment Advisers
232
Cetera Investment Advisers
Illinois
$182K -$7.12K -844 -4%
LTAS
233
Linden Thomas Advisory Services
North Carolina
$181K +$77.2K +9,154 +77%
FWM
234
FFT Wealth Management
Pennsylvania
$180K +$10.1K +1,195 +6%
HAG
235
HighPoint Advisor Group
Illinois
$175K +$141K +16,687 New
GI
236
GAMMA Investing
California
$175K +$158K +18,700 New
FAFN
237
First Affirmative Financial Network
Colorado
$175K -$36.7K -4,351 -18%
PA
238
Pinnacle Associates
New York
$174K
MOS
239
MGO One Seven
Ohio
$173K +$18.2K +2,163 +12%
RCA
240
Resonant Capital Advisors
Wisconsin
$169K -$20.1K -2,380 -11%
TRCT
241
Tower Research Capital (TRC)
New York
$169K +$150K +17,737 +916%
SI
242
Seeds Investor
New York
$164K +$161K +19,030 New
TPI
243
Trust Point Inc
Wisconsin
$159K +$156K +18,515 New
WPC
244
Wedmont Private Capital
Pennsylvania
$150K +$37.6K +4,460 +36%
AHL
245
Abel Hall LLC
Louisiana
$150K +$147K +17,394 New
EVM
246
Evelyn V. Moreno
$147K +$144K +17,035 New
MCM
247
Manchester Capital Management
Vermont
$142K +$24.6K +2,912 +22%
IC
248
IEQ Capital
California
$140K +$23.4K +2,776 +21%
LFA
249
Legacy Financial Advisors
Kentucky
$138K -$903 -107 -0.7%
FLPIM
250
F.L. Putnam Investment Management
Massachusetts
$137K -$27.1K -3,213 -17%

MUFG Hedge Fund Activity: Q4 2023 in Review

360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2023, worth a combined $1.92B — up 7.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MUFG positions and 37 closed out — a net gain of 38 holders — while 157 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.7M. The largest seller was Aristotle Capital Management, cutting an estimated $31.1M.

  • 360 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $1.92B of Mitsubishi UFJ Financial stock for Q4 2023, up 7.7% quarter-over-quarter.
  • 75 funds opened new Mitsubishi UFJ Financial positions in Q4 2023 and 37 closed out, a net change of +38 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2023 was Morgan Stanley, an estimated $63.7M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2023 was Aristotle Capital Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.