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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
RIL
301
Rothschild Investment LLC
Illinois
$30.5K +$29.9K +3,541 New
JWA
302
JFS Wealth Advisors
Pennsylvania
$28.8K +$3.29K +390 +13%
PFBT
303
Parkside Financial Bank & Trust
Missouri
$27.6K +$7.57K +897 +39%
BWAM
304
Boyd Watterson Asset Management
Ohio
$24.4K
GWS
305
Glassman Wealth Services
Virginia
$24.2K
BF
306
BOK Financial
Oklahoma
$24K
ASN
307
Advisory Services Network
Georgia
$17.7K +$17.3K +2,054 New
HWA
308
HHM Wealth Advisors
Tennessee
$17.2K
Macquarie Group
309
Macquarie Group
Australia
$17K +$67 +8 +0.4%
FWM
310
FSA Wealth Management
Massachusetts
$17K +$16.9K +2,000 New
POIA
311
Pin Oak Investment Advisors
Texas
$16K
Jones Financial Companies
312
Jones Financial Companies
Missouri
$15.5K -$3.78K -448 -20%
RFG
313
RFP Financial Group
Georgia
$15.5K +$15.2K +1,800 New
FCA
314
FinTrust Capital Advisors
South Carolina
$15.3K
MA
315
Montag & Associates
Georgia
$12.2K
KFI
316
Key Financial Inc
Pennsylvania
$11.2K +$11K +1,300 New
FDCDDQ
317
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.61K
MHR
318
Matthew Hamilton Rosenberg
$7.83K +$2.58K +306 +51%
PB
319
Pinnacle Bancorp
Nebraska
$7.38K
CAS
320
Coppell Advisory Solutions
Texas
$6.45K +$6.32K +749 New
AF
321
Advisornet Financial
Minnesota
$6.35K
DF
322
Dunhill Financial
United Kingdom
$6.17K +$6.05K +717 New
CWC
323
Carolinas Wealth Consulting
North Carolina
$5.7K
GJIA
324
Glass Jacobson Investment Advisors
Maryland
$5.6K +$2.65K +314 +93%
BGAI
325
Bruce G. Allen Investments
Colorado
$5.26K +$5.15K +611 New

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.