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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
AWM
251
Aprio Wealth Management
Georgia
$136K +$24.9K +2,954 +23%
SAM
252
Smartleaf Asset Management
Massachusetts
$135K +$132K +15,695 New
VCWA
253
Vanguard Capital Wealth Advisors
Colorado
$133K +$131K +15,500 New
MWM
254
Mission Wealth Management
California
$130K +$25.4K +3,015 +25%
Allspring Global Investments
255
Allspring Global Investments
North Carolina
$130K +$35.6K +4,224 +39%
CCM
256
Coldstream Capital Management
Washington
$130K +$127K +15,093 New
FCP
257
Fidelis Capital Partners
Florida
$130K +$40.8K +4,841 +47%
BPA
258
Beacon Pointe Advisors
California
$129K +$27.6K +3,276 +28%
FA
259
FDx Advisors
Illinois
$127K +$30.1K +3,574 +32%
Balyasny Asset Management
260
Balyasny Asset Management
Illinois
$124K -$498K -59,079 -80%
BTWM
261
Baker Tilly Wealth Management
Wisconsin
$123K -$30.3K -3,595 -20%
CCA
262
Cottonwood Capital Advisors
Utah
$120K +$117K +13,894 New
SRL
263
Scientech Research LLC
New Jersey
$118K +$116K +13,763 New
SMA
264
Seven Mile Advisory
New Jersey
$115K -$590 -70 -0.5%
AWM
265
Apollon Wealth Management
South Carolina
$114K +$111K +13,214 New
WCFA
266
Walkner Condon Financial Advisors
Wisconsin
$113K +$1.2K +142 +1%
ICG
267
InterOcean Capital Group
Tennessee
$110K +$894 +106 +0.8%
Simplex Trading
268
Simplex Trading
Illinois
$110K +$30.4K +3,603 +39%
VC
269
Veracity Capital
Georgia
$110K +$523 +62 +0.5%
OWMIAS
270
One Wealth Management Investment & Advisory Services
Florida
$108K +$105K +12,496 New
HNB
271
Huntington National Bank
Ohio
$106K -$5.36K -635 -5%
S
272
Sunpointe
Missouri
$105K +$103K +12,204 New
BMCM
273
Burns Matteson Capital Management
New York
$105K
WAG
274
Wallace Advisory Group
California
$104K -$6.41K -760 -6%
HH
275
Hilltop Holdings
Texas
$103K

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.