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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
EBA
326
Eagle Bay Advisors
New York
$5.03K -$66.2K -7,850 -93%
Carson Wealth (CWM LLC)
327
Carson Wealth (CWM LLC)
Nebraska
$5K
ZB
328
Zions Bancorporation
Utah
$4.82K
FGAM
329
Financial Gravity Asset Management
Texas
$4.75K +$3.05K +362 +189%
CB
330
CNB Bank
Pennsylvania
$4.61K
SPIA
331
Steward Partners Investment Advisory
New York
$4.43K +$2.86K +339 +194%
FHA
332
First Horizon Advisors
Tennessee
$4.22K
APW
333
Acima Private Wealth
Virginia
$4.12K -$14.8K -1,759 -79%
BIA
334
Bell Investment Advisors
California
$4.06K -$1.21K -143 -23%
SWM
335
Sugarloaf Wealth Management
Georgia
$3.86K
HI
336
Harbour Investments
Wisconsin
$3.8K
IA
337
IFP Advisors
Florida
$3.54K -$2.95K -350 -46%
AWM
338
Avior Wealth Management
Nebraska
$3.36K -$84 -10 -3%
BCM
339
Bourgeon Capital Management
Connecticut
$3.31K +$1.37K +162 +73%
GI
340
Gradient Investments
Minnesota
$3.2K
DF
341
DecisionPoint Financial
Arizona
$3.2K +$3.14K +372 New
BBHC
342
Brown Brothers Harriman & Co
New York
$3.17K +$3.1K +368 New
HBW
343
Hazlett, Burt & Watson
West Virginia
$3K +$42 +5 +1%
SS
344
Sunbelt Securities
Texas
$2.95K
PWA
345
Provenance Wealth Advisors
Florida
$2.81K +$8 +1 +0.3%
CQS
346
Credential Qtrade Securities
$2.67K
PGAM
347
Princeton Global Asset Management
New Jersey
$2.6K +$2.55K +302 New
JWM
348
Janiczek Wealth Management
Colorado
$2.1K
TIM
349
Tortoise Investment Management
New York
$1.88K
Group One Trading
350
Group One Trading
Illinois
$1.81K -$85.6K -10,151 -98%

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.