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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
SCTC
276
Sanibel Captiva Trust Company
Florida
$101K +$98.5K +11,681 New
ISWM
277
Independent Solutions Wealth Management
New York
$100K -$18.4K -2,183 -16%
Bessemer Group
278
Bessemer Group
New Jersey
$100K
FFA
279
Farther Finance Advisors
California
$98K +$92K +10,907 +2,321%
X
280
Xponance
Pennsylvania
$97K
PSP
281
Principal Street Partners
Tennessee
$96.4K +$94.4K +11,193 New
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$96K -$11.3K -1,342 -11%
SMA
283
Sage Mountain Advisors
Georgia
$93.2K +$4.4K +522 +5%
AWS
284
Atria Wealth Solutions
New York
$93.1K +$4.96K +588 +6%
Lido Advisors
285
Lido Advisors
California
$91.3K +$89.4K +10,602 New
WPW
286
Waldron Private Wealth
Pennsylvania
$91.2K +$89.3K +10,591 New
Axa
287
Axa
France
$89.4K +$17.8K +2,112 +26%
BBW
288
Blue Barn Wealth
Utah
$88.1K +$86.3K +10,233 New
W
289
WorthPointe
California
$86.6K +$84.9K +10,062 New
C
290
Certuity
Florida
$86.4K +$84.6K +10,031 New
GRP
291
Global Retirement Partners
California
$79.4K +$7.04K +834 +10%
AF
292
Allworth Financial
California
$66.8K -$287 -34 -0.4%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$61.1K +$60.3K +7,150 New
TFA
294
Transamerica Financial Advisors
Florida
$51K +$36.7K +4,349 +277%
AA
295
Addison Advisors
Vermont
$44.9K +$13.6K +1,612 +45%
HCP
296
Hexagon Capital Partners
Arkansas
$43.8K +$4.43K +525 +12%
PPC
297
Park Place Capital
Alabama
$43.1K -$39K -4,629 -48%
TPCW
298
TD Private Client Wealth
New York
$38.6K -$194 -23 -0.5%
PS
299
Principal Securities
Iowa
$32.3K +$31.6K +3,747 New
EWA
300
EverSource Wealth Advisors
Alabama
$31.4K +$17.6K +2,082 +133%

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.