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Mitsubishi UFJ Financial

382 hedge funds and large institutions have $2.31B invested in Mitsubishi UFJ Financial in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $694K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

37% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 113

20% more capital invested

Capital invested by funds: $1.92B → $2.31B (+$384M)

6% more funds holding

Funds holding: 360382 (+22)

0.02% more ownership

Funds ownership: 1.81%1.83% (+0.02%)

Holders
382
Holders Change
+22
Holders Change %
+6.11%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
113
Closed
31
Calls
$2.11M
Puts
$694K
Net Calls
+$1.41M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
251
MGO One Seven
Ohio
$185K -$19.2K -1,987 -10%
AHL
252
Abel Hall LLC
Louisiana
$182K +$3.75K +388 +2%
AWM
253
Aprio Wealth Management
Georgia
$181K +$18.1K +1,866 +12%
TRCT
254
Tower Research Capital (TRC)
New York
$180K -$20.1K -2,073 -11%
WPC
255
Wedmont Private Capital
Pennsylvania
$178K +$6.91K +714 +4%
IC
256
IEQ Capital
California
$177K +$10.7K +1,104 +7%
FCP
257
Fidelis Capital Partners
Florida
$177K +$21.6K +2,228 +15%
Lido Advisors
258
Lido Advisors
California
$176K +$64.2K +6,637 +63%
9WM
259
9258 Wealth Management
Ohio
$175K +$166K +17,105 New
CCG
260
Catalina Capital Group
California
$174K +$165K +17,047 New
HAG
261
HighPoint Advisor Group
Illinois
$173K +$968 +100 +0.6%
MCM
262
Manchester Capital Management
Vermont
$168K
SWP
263
Stratos Wealth Partners
Ohio
$167K -$144K -14,922 -48%
AWM
264
Apollon Wealth Management
South Carolina
$167K +$29.8K +3,080 +23%
FLPIM
265
F.L. Putnam Investment Management
Massachusetts
$163K +$474 +49 +0.3%
Brown Advisory
266
Brown Advisory
Maryland
$162K +$153K +15,816 New
Bessemer Group
267
Bessemer Group
New Jersey
$152K +$30.9K +3,194 +27%
SC
268
Sapient Capital
Indiana
$151K -$136K -14,093 -49%
TD Asset Management
269
TD Asset Management
Ontario, Canada
$149K -$107K -11,031 -43%
SAM
270
Smartleaf Asset Management
Massachusetts
$147K -$13.3K -1,375 -9%
OWMIAS
271
One Wealth Management Investment & Advisory Services
Florida
$147K +$18.6K +1,922 +15%
VCWA
272
Vanguard Capital Wealth Advisors
Colorado
$143K -$14.5K -1,500 -10%
SMA
273
Seven Mile Advisory
New Jersey
$140K +$2.86K +296 +2%
WCFA
274
Walkner Condon Financial Advisors
Wisconsin
$140K +$4.74K +490 +4%
BTWM
275
Baker Tilly Wealth Management
Wisconsin
$139K -$6.07K -627 -4%

MUFG Hedge Fund Activity: Q1 2024 in Review

382 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2024, worth a combined $2.31B — up 20% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MUFG positions and 31 closed out — a net gain of 27 holders — while 155 added to existing stakes and 113 trimmed.

The largest buyer was Chevy Chase Trust, adding an estimated $47M. The largest seller was Morgan Stanley, cutting an estimated $74.5M.

  • 382 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.31B of Mitsubishi UFJ Financial stock for Q1 2024, up 20% quarter-over-quarter.
  • 58 funds opened new Mitsubishi UFJ Financial positions in Q1 2024 and 31 closed out, a net change of +27 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2024 was Chevy Chase Trust, an estimated $47M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2024 was Morgan Stanley, an estimated $74.5M sold.

Based on aggregated 13F filings for Q1 2024.