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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
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$104K -$9.38K -969 -9%
OR
302
Olympiad Research
Connecticut
$103K +$97.1K +10,036 New
PCM
303
Prelude Capital Management
New York
$103K +$97.1K +10,036 New
OBWG
304
Onyx Bridge Wealth Group
New York
$99.1K +$96.8K +10,000 New
GRP
305
Global Retirement Partners
California
$88.7K -$3.39K -350 -4%
Group One Trading
306
Group One Trading
Illinois
$74.8K +$68.7K +7,100 +3,381%
HCP
307
Hexagon Capital Partners
Arkansas
$67.2K +$14.3K +1,481 +29%
EWA
308
EverSource Wealth Advisors
Alabama
$58.4K +$21.5K +2,222 +61%
PS
309
Principal Securities
Iowa
$55K +$15.8K +1,632 +44%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$52.6K +$51K +5,271 New
Deutsche Bank
311
Deutsche Bank
Germany
$47K -$2.37M -245,244 -98%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$46K +$12.5K +1,289 +40%
SPIA
313
Steward Partners Investment Advisory
New York
$45.2K +$37.8K +3,907 +760%
TPCW
314
TD Private Client Wealth
New York
$44.4K -$1.35K -140 -3%
RIL
315
Rothschild Investment LLC
Illinois
$40K +$3.6K +372 +11%
WTC
316
WhitTier Trust Company
Nevada
$38.7K +$36.7K +3,788 New
JWA
317
JFS Wealth Advisors
Pennsylvania
$34.7K +$416 +43 +1%
BWAM
318
Boyd Watterson Asset Management
Ohio
$29K
RA
319
Rise Advisors
New York
$26.5K +$25.1K +2,594 New
RFG
320
RFP Financial Group
Georgia
$23.2K +$4.5K +465 +26%
Jones Financial Companies
321
Jones Financial Companies
Missouri
$23K +$4.32K +446 +25%
RWA
322
Redmont Wealth Advisors
Illinois
$22.2K +$21K +2,173 New
EC
323
EntryPoint Capital
New York
$22K +$20.8K +2,153 New
AA
324
Addison Advisors
Vermont
$21.1K -$30.4K -3,146 -60%
FWM
325
FSA Wealth Management
Massachusetts
$20.5K

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.