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Mitsubishi UFJ Financial

305 hedge funds and large institutions have $1.61B invested in Mitsubishi UFJ Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,558% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $144K

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$198M)

12% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 99

6% more funds holding

Funds holding: 288305 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 1.72%1.72% (+0%)

Holders
305
Holders Change
+17
Holders Change %
+5.9%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
111
Reduced
99
Closed
24
Calls
$22.5M
Puts
$144K
Net Calls
+$22.4M
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
276
Bollard Group
Massachusetts
$6K +$5.23K +785 New
UB
277
UMB Bank
Missouri
$5.58K
CAS
278
Coppell Advisory Solutions
Texas
$5.56K +$4.99K +749 New
AF
279
Advisornet Financial
Minnesota
$5.44K
BIA
280
Bell Investment Advisors
California
$4.87K -$2.86K -430 -39%
CSC
281
Caldwell Sutter Capital
California
$4.49K +$4.05K +609 New
MHR
282
Matthew Hamilton Rosenberg
$4.45K
ZB
283
Zions Bancorporation
Utah
$4.13K
IA
284
IFP Advisors
Florida
$4.07K +$712 +107 +24%
OP
285
ORG Partners
Indiana
$4K +$3.73K +561 New
CB
286
CNB Bank
Pennsylvania
$3.94K
AWM
287
Avior Wealth Management
Nebraska
$3.63K +$639 +96 +24%
SWM
288
Sugarloaf Wealth Management
Georgia
$3.3K
HI
289
Harbour Investments
Wisconsin
$3.25K
GI
290
Gradient Investments
Minnesota
$2.74K +$2.48K +372 New
GJIA
291
Glass Jacobson Investment Advisors
Maryland
$2.48K +$2.24K +336 New
CPG
292
Cornerstone Planning Group
New Jersey
$2.46K +$2.22K +334 New
RI
293
Ridgewood Investments
New Jersey
$2.34K
CQS
294
Credential Qtrade Securities
$2.28K
TAIM
295
TD Ameritrade Investment Management
Nebraska
$2K -$952 -143 -41%
JWM
296
Janiczek Wealth Management
Colorado
$1.8K
TIM
297
Tortoise Investment Management
New York
$1.61K
HPC
298
HM Payson & Co
Maine
$1.57K
BF
299
BOK Financial
Oklahoma
$1.5K -$16.8K -2,516 -93%
M
300
MOTCO
Texas
$1.42K +$1.28K +192 New

MUFG Hedge Fund Activity: Q2 2023 in Review

305 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2023, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MUFG positions and 24 closed out — a net gain of 19 holders — while 111 added to existing stakes and 99 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Samlyn Capital, exiting entirely with an estimated $21.2M sold.

  • 305 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2023, up from 288 in Q1 2023.
  • Funds reported $1.61B of Mitsubishi UFJ Financial stock for Q2 2023, up 14% quarter-over-quarter.
  • 43 funds opened new Mitsubishi UFJ Financial positions in Q2 2023 and 24 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2023 was Samlyn Capital, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.