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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
CCA
276
Cottonwood Capital Advisors
Utah
$138K
HT
277
Headlands Technologies
Illinois
$135K +$128K +13,200 New
Osaic Holdings
278
Osaic Holdings
Arizona
$132K -$1.44M -148,767 -92%
CA
279
Cetera Advisors
Colorado
$131K +$124K +12,847 New
ICG
280
InterOcean Capital Group
Tennessee
$130K -$1.03K -106 -0.8%
Axa
281
Axa
France
$129K +$21.2K +2,191 +21%
BRWA
282
B. Riley Wealth Advisors
Florida
$128K +$146K +15,120 New
BMCM
283
Burns Matteson Capital Management
New York
$125K
S
284
Sunpointe
Missouri
$125K
HNB
285
Huntington National Bank
Ohio
$124K -$2.58K -267 -2%
HH
286
Hilltop Holdings
Texas
$122K
CP
287
Canopy Partners
Ohio
$121K +$114K +11,826 New
PPWP
288
Premier Path Wealth Partners
New Jersey
$120K +$114K +11,773 New
SCTC
289
Sanibel Captiva Trust Company
Florida
$119K
AWS
290
Atria Wealth Solutions
New York
$119K +$8.21K +849 +8%
ISWM
291
Independent Solutions Wealth Management
New York
$119K
X
292
Xponance
Pennsylvania
$115K +$203 +21 +0.2%
PSP
293
Principal Street Partners
Tennessee
$115K
FFA
294
Farther Finance Advisors
California
$114K +$581 +60 +0.5%
SMA
295
Sage Mountain Advisors
Georgia
$111K
NW
296
NewEdge Wealth
Pennsylvania
$110K +$106K +10,992 New
WPW
297
Waldron Private Wealth
Pennsylvania
$108K
AF
298
Allworth Financial
California
$108K +$26.6K +2,754 +35%
BBW
299
Blue Barn Wealth
Utah
$108K +$2.69K +278 +3%
WAG
300
Wallace Advisory Group
California
$105K

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.