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Mitsubishi UFJ Financial

418 hedge funds and large institutions have $2.31B invested in Mitsubishi UFJ Financial in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 177 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

44% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 123

43% more call options, than puts

Call options by funds: $355K | Put options by funds: $249K

3% more funds holding

Funds holding: 406418 (+12)

0.01% more ownership

Funds ownership: 1.83%1.84% (+0.01%)

19% less capital invested

Capital invested by funds: $2.86B → $2.31B (-$546M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
418
Holders Change
+12
Holders Change %
+2.96%
% of All Funds
6%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
177
Reduced
123
Closed
30
Calls
$355K
Puts
$249K
Net Calls
+$106K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
326
Axa
France
$91K -$23.9K -2,260 -20%
Simplex Trading
327
Simplex Trading
Illinois
$91K +$44.4K +4,205 +88%
GM
328
GeoWealth Management
Illinois
$86.2K +$89.4K +8,467 New
CA
329
Clearstead Advisors
Ohio
$84.3K
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$80.1K +$20.5K +1,944 +33%
EWA
331
EverSource Wealth Advisors
Alabama
$77.3K +$9.67K +916 +14%
HCP
332
Hexagon Capital Partners
Arkansas
$71.7K +$7.32K +693 +11%
RIL
333
Rothschild Investment LLC
Illinois
$70.1K +$6.07K +575 +9%
PS
334
Principal Securities
Iowa
$69.6K +$8.13K +770 +13%
PI
335
PEAK6 Investments
Illinois
$63.2K +$13K +1,227 +25%
WSFS
336
Wilmington Savings Fund Society
Delaware
$54.9K +$56.9K +5,393 New
VWM
337
Venturi Wealth Management
Texas
$53.9K +$23.5K +2,229 +73%
IA
338
IFP Advisors
Florida
$53.4K +$6.52K +618 +13%
GRP
339
Global Retirement Partners
California
$52.1K +$1.89K +179 +4%
AA
340
Addison Advisors
Vermont
$49.5K +$2.71K +257 +6%
Deutsche Bank
341
Deutsche Bank
Germany
$46.7K
AF
342
Advisornet Financial
Minnesota
$43.7K
PFBT
343
Parkside Financial Bank & Trust
Missouri
$40.2K -$5.74K -544 -12%
TPCW
344
TD Private Client Wealth
New York
$40K -$7.63K -723 -16%
SPIA
345
Steward Partners Investment Advisory
New York
$38.5K
JWA
346
JFS Wealth Advisors
Pennsylvania
$35.5K +$961 +91 +3%
BWAM
347
Boyd Watterson Asset Management
Ohio
$28.3K -$644 -61 -2%
FMP
348
Financial Management Professionals
Texas
$28K
CAL
349
Capital Analysts LLC
Pennsylvania
$27K +$27.8K +2,634 New
RA
350
Rise Advisors
New York
$26.6K +$243 +23 +0.9%

MUFG Hedge Fund Activity: Q3 2024 in Review

418 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2024, worth a combined $2.31B — down 19% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MUFG positions and 30 closed out — a net gain of 16 holders — while 177 added to existing stakes and 123 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $11.3M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $438M sold.

  • 418 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2024, up from 406 in Q2 2024.
  • Funds reported $2.31B of Mitsubishi UFJ Financial stock for Q3 2024, down 19% quarter-over-quarter.
  • 46 funds opened new Mitsubishi UFJ Financial positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2024 was Fisher Asset Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2024 was Groupama Asset Management, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2024.