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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
M
351
MOTCO
Texas
$1.65K
AT
352
Arlington Trust
Alabama
$1.59K -$107K -12,682 -99%
LA
353
LM Advisors
California
$1.46K +$1.43K +170 New
CAM
354
ClariVest Asset Management
California
$1.29K +$1.26K +150 New
CFO
355
CVA Family Office
Colorado
$1.27K +$1.24K +147 New
JFGIW
356
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2K +$1.17K +139 New
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$1.05K
AW
358
Avion Wealth
Texas
$1K
BHWM
359
Beaird Harris Wealth Management
Texas
$939 +$919 +109 New
FFA
360
Frazier Financial Advisors
Ohio
$750 +$734 +87 New
CFM
361
Capricorn Fund Managers
United Kingdom
-$19.9M -2,346,931 Closed
XC
362
XY Capital
Hong Kong
-$9.5M -1,119,488 Closed
Ninety One (UK)
363
Ninety One (UK)
United Kingdom
-$3.62M -426,029 Closed
Jane Street
364
Jane Street
New York
-$3.52M -414,467 Closed
HT
365
HAP Trading
New York
-$3.22M -379,586 Closed
LP
366
LMR Partners
United Kingdom
-$941K -110,834 Closed
IAA
367
Independent Advisor Alliance
North Carolina
-$747K -87,977 Closed
Squarepoint
368
Squarepoint
New York
-$682K -80,345 Closed
SA
369
Shilanski & Associates
Alaska
-$296K -34,854 Closed
Acadian Asset Management
370
Acadian Asset Management
Massachusetts
-$281K -33,137 Closed
AA
371
AlphaQ Advisors
Florida
-$208K -24,510 Closed
9WM
372
9258 Wealth Management
Ohio
-$158K -18,628 Closed
MM
373
MQS Management
New York
-$134K -15,726 Closed
EP
374
Eudaimonia Partners
Tennessee
-$130K -15,360 Closed
BRWA
375
B. Riley Wealth Advisors
Florida
-$128K -15,120 Closed

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.