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Mitsubishi UFJ Financial

328 hedge funds and large institutions have $1.78B invested in Mitsubishi UFJ Financial in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,139% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $62K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $1.61B → $1.78B (+$176M)

8% more funds holding

Funds holding: 305328 (+23)

0.06% less ownership

Funds ownership: 1.72%1.66% (-0.06%)

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
5.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
47
Increased
123
Reduced
109
Closed
24
Calls
$4.49M
Puts
$62K
Net Calls
+$4.43M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
Addison Advisors
Vermont
$30.5K +$20.6K +2,583 +255%
JWA
277
JFS Wealth Advisors
Pennsylvania
$25.1K
BWAM
278
Boyd Watterson Asset Management
Ohio
$24.1K
GWS
279
Glassman Wealth Services
Virginia
$23.8K
BF
280
BOK Financial
Oklahoma
$23.4K +$20.6K +2,578 +1,264%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$19.6K
Jones Financial Companies
282
Jones Financial Companies
Missouri
$19.1K +$17.9K +2,249 New
APW
283
Acima Private Wealth
Virginia
$19K
Macquarie Group
284
Macquarie Group
Australia
$17K +$606 +76 +4%
HWA
285
HHM Wealth Advisors
Tennessee
$16.9K -$3.91K -490 -20%
TRCT
286
Tower Research Capital (TRC)
New York
$16.4K -$46.8K -5,865 -75%
FCA
287
FinTrust Capital Advisors
South Carolina
$15.1K +$3.95K +495 +39%
POIA
288
Pin Oak Investment Advisors
Texas
$15K
TFA
289
Transamerica Financial Advisors
Florida
$14K +$12.5K +1,569 New
EWA
290
EverSource Wealth Advisors
Alabama
$13.3K -$1.54K -193 -11%
WT
291
Whittier Trust
California
$12.7K
MA
292
Montag & Associates
Georgia
$12.1K -$2.18K -273 -16%
CCA
293
Column Capital Advisors
Indiana
$8.56K
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.49K
WWP
295
WR Wealth Planners
Missouri
$7.57K -$1.39K -174 -16%
PB
296
Pinnacle Bancorp
Nebraska
$7.28K -$3.39K -425 -33%
IA
297
IFP Advisors
Florida
$6.46K +$1.67K +209 +38%
UB
298
UMB Bank
Missouri
$6.43K
AF
299
Advisornet Financial
Minnesota
$6.27K
CWC
300
Carolinas Wealth Consulting
North Carolina
$5.56K -$1.4K -175 -21%

MUFG Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2023, worth a combined $1.78B — up 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MUFG positions and 24 closed out — a net gain of 23 holders — while 123 added to existing stakes and 109 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $13.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32.4M sold.

  • 328 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2023, up from 305 in Q2 2023.
  • Funds reported $1.78B of Mitsubishi UFJ Financial stock for Q3 2023, up 11% quarter-over-quarter.
  • 47 funds opened new Mitsubishi UFJ Financial positions in Q3 2023 and 24 closed out, a net change of +23 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2023 was Philadelphia Financial Management of San Francisco, an estimated $13.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2023 was Wellington Management Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2023.