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Mitsubishi UFJ Financial

406 hedge funds and large institutions have $2.86B invested in Mitsubishi UFJ Financial in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

61% more call options, than puts

Call options by funds: $734K | Put options by funds: $456K

30% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 125

24% more capital invested

Capital invested by funds: $2.31B → $2.86B (+$551M)

6% more funds holding

Funds holding: 382406 (+24)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 1.83%1.83% (+0%)

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
163
Reduced
125
Closed
23
Calls
$734K
Puts
$456K
Net Calls
+$278K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
251
Trust Point Inc
Wisconsin
$227K -$16.1K -1,589 -7%
RCA
252
Resonant Capital Advisors
Wisconsin
$224K +$1.03K +102 +0.5%
ACP
253
Aveo Capital Partners
Colorado
$218K -$35.2K -3,475 -15%
AWM
254
Aprio Wealth Management
Georgia
$212K +$20.2K +1,996 +11%
AWM
255
Apollon Wealth Management
South Carolina
$212K +$34K +3,350 +21%
FAFN
256
First Affirmative Financial Network
Colorado
$210K +$9.51K +938 +5%
AHL
257
Abel Hall LLC
Louisiana
$210K +$16.8K +1,657 +9%
VI
258
VanderPol Investments
Michigan
$207K
BCM
259
Barometer Capital Management
Ontario, Canada
$203K +$191K +18,800 New
SFS
260
Sowell Financial Services
Arkansas
$203K +$188K +18,535 New
LFA
261
Legacy Financial Advisors
Kentucky
$201K -$2.29K -226 -1%
CCG
262
Catalina Capital Group
California
$194K +$9.31K +918 +5%
IC
263
IEQ Capital
California
$187K
9WM
264
9258 Wealth Management
Ohio
$185K
HAG
265
HighPoint Advisor Group
Illinois
$184K -$984 -97 -0.6%
MCM
266
Manchester Capital Management
Vermont
$178K
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$177K +$4.57K +451 +3%
NG
268
Norden Group
Utah
$174K -$36.7K -3,620 -18%
HT
269
Headlands Technologies
Illinois
$173K +$28.3K +2,790 +21%
SWP
270
Stratos Wealth Partners
Ohio
$172K -$4.24K -418 -3%
AIA
271
Alera Investment Advisors
Illinois
$172K +$162K +15,925 New
DAS
272
Dynamic Advisor Solutions
Arizona
$167K +$157K +15,457 New
LI
273
LRI Investments
Florida
$164K +$154K +15,156 New
FCP
274
Fidelis Capital Partners
Florida
$163K +$801 +79 +0.5%
SC
275
Sapient Capital
Indiana
$162K

MUFG Hedge Fund Activity: Q2 2024 in Review

406 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2024, worth a combined $2.86B — up 24% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MUFG positions and 23 closed out — a net gain of 30 holders — while 163 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 406 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2024, up from 382 in Q1 2024.
  • Funds reported $2.86B of Mitsubishi UFJ Financial stock for Q2 2024, up 24% quarter-over-quarter.
  • 53 funds opened new Mitsubishi UFJ Financial positions in Q2 2024 and 23 closed out, a net change of +30 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2024 was Bank of America, an estimated $14.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2024 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.