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Mitsubishi UFJ Financial
MUFG

Overview Fund Activity

327 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
Holders
327
Holders Change
+23
Holders Change %
+7.57%
% 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

Top Buyers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$14.8M
2
CFM
Capricorn Fund Managers
United Kingdom
$19.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.1M
4
XC
XY Capital
Hong Kong
$9.5M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$93.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$0
2
Aristotle Capital Management
Aristotle Capital Management
California
$598M
3
Millennium Management
Millennium Management
New York
$6.12M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Jane Street
Jane Street
New York
$3.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
301
Caldwell Sutter Capital
California
$5.17K – – –
MHR
302
Matthew Hamilton Rosenberg
$5.13K – – –
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.94K -491 -44%
ZB
304
Zions Bancorporation
Utah
$4.75K – – –
CB
305
CNB Bank
Pennsylvania
$4.54K – – –
FHA
306
First Horizon Advisors
Tennessee
$4.16K +$4.16K +490 New
FFA
307
Farther Finance Advisors
California
$3.99K -$6.5K -766 -62%
SIC
308
SJS Investment Consulting
Ohio
$3.88K +$3.88K +457 New
SWM
309
Sugarloaf Wealth Management
Georgia
$3.8K – – –
HI
310
Harbour Investments
Wisconsin
$3.74K – – –
AWM
311
Avior Wealth Management
Nebraska
$3.4K -$790 -93 -19%
GI
312
Gradient Investments
Minnesota
$3.16K – – –
HBW
313
Hazlett, Burt & Watson
West Virginia
$3K +$3K +392 New
SS
314
Sunbelt Securities
Texas
$2.91K +$2.91K +343 New
GJIA
315
Glass Jacobson Investment Advisors
Maryland
$2.85K – – –
PWA
316
Provenance Wealth Advisors
Florida
$2.77K +$2.77K +326 New
CQS
317
Credential Qtrade Securities
$2.63K – – –
JWM
318
Janiczek Wealth Management
Colorado
$2.07K – – –
OP
319
ORG Partners
Indiana
$1.95K -$2.81K -331 -59%
BCM
320
Bourgeon Capital Management
Connecticut
$1.89K +$1.89K +223 New
TIM
321
Tortoise Investment Management
New York
$1.85K – – –
M
322
MOTCO
Texas
$1.63K – – –
FGAM
323
Financial Gravity Asset Management
Texas
$1.62K +$1.57K +185 +2,643%
SPIA
324
Steward Partners Investment Advisory
New York
$1.49K – – –
KA
325
Kozak & Associates
Colorado
$1.09K – – –
11 12
13
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