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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
HWA
326
HHM Wealth Advisors
Tennessee
$20.4K
POIA
327
Pin Oak Investment Advisors
Texas
$19K
FCA
328
FinTrust Capital Advisors
South Carolina
$18.1K
Macquarie Group
329
Macquarie Group
Australia
$18K -$2.26K -234 -12%
FGAM
330
Financial Gravity Asset Management
Texas
$14.9K +$8.76K +905 +163%
AF
331
Advisornet Financial
Minnesota
$14.8K +$6.81K +704 +95%
PPC
332
Park Place Capital
Alabama
$14.2K -$35K -3,620 -72%
KFI
333
Key Financial Inc
Pennsylvania
$13.3K
MA
334
Montag & Associates
Georgia
$12.4K -$2.02K -209 -15%
FIM
335
Fernwood Investment Management
Massachusetts
$11.1K +$10.5K +1,082 New
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.2K
AWM
337
Avior Wealth Management
Nebraska
$10K +$5.71K +590 +151%
MHR
338
Matthew Hamilton Rosenberg
$9.08K
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.75K +284 +46%
HDIM
340
Hanson & Doremus Investment Management
Vermont
$9K +$8.94K +924 New
CFM
341
Catalyst Funds Management
Australia
$8.18K +$7.74K +800 New
SIC
342
Salem Investment Counselors
North Carolina
$8.05K +$7.62K +787 New
DF
343
Dunhill Financial
United Kingdom
$7.33K
PB
344
Pinnacle Bancorp
Nebraska
$7.03K -$1.65K -170 -20%
CWC
345
Carolinas Wealth Consulting
North Carolina
$6.77K
GJIA
346
Glass Jacobson Investment Advisors
Maryland
$6.65K
BGAI
347
Bruce G. Allen Investments
Colorado
$6.25K
IA
348
IFP Advisors
Florida
$6.07K +$1.76K +182 +44%
EBA
349
Eagle Bay Advisors
New York
$5.88K -$87 -9 -2%
ZB
350
Zions Bancorporation
Utah
$5.73K

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.