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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
BIA
301
Bell Investment Advisors
California
$5.21K -$367 -46 -7%
CSC
302
Caldwell Sutter Capital
California
$5.17K
MHR
303
Matthew Hamilton Rosenberg
$5.13K
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.92K -491 -44%
ZB
305
Zions Bancorporation
Utah
$4.75K
CB
306
CNB Bank
Pennsylvania
$4.54K
FHA
307
First Horizon Advisors
Tennessee
$4.16K +$3.91K +490 New
FFA
308
Farther Finance Advisors
California
$3.99K -$6.11K -766 -62%
SIC
309
SJS Investment Consulting
Ohio
$3.88K +$3.65K +457 New
SWM
310
Sugarloaf Wealth Management
Georgia
$3.8K
HI
311
Harbour Investments
Wisconsin
$3.74K
AWM
312
Avior Wealth Management
Nebraska
$3.4K -$742 -93 -19%
GI
313
Gradient Investments
Minnesota
$3.16K
HBW
314
Hazlett, Burt & Watson
West Virginia
$3K +$3.13K +392 New
SS
315
Sunbelt Securities
Texas
$2.91K +$2.74K +343 New
GJIA
316
Glass Jacobson Investment Advisors
Maryland
$2.85K
PWA
317
Provenance Wealth Advisors
Florida
$2.77K +$2.6K +326 New
CQS
318
Credential Qtrade Securities
$2.63K
JWM
319
Janiczek Wealth Management
Colorado
$2.07K
OP
320
ORG Partners
Indiana
$1.95K -$2.64K -331 -59%
BCM
321
Bourgeon Capital Management
Connecticut
$1.89K +$1.78K +223 New
TIM
322
Tortoise Investment Management
New York
$1.85K
M
323
MOTCO
Texas
$1.63K
FGAM
324
Financial Gravity Asset Management
Texas
$1.62K +$1.48K +185 +2,643%
SPIA
325
Steward Partners Investment Advisory
New York
$1.49K

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.