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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
MG
351
Mather Group
Illinois
$5.67K +$6.38K +659 New
OP
352
ORG Partners
Indiana
$5.6K +$5.43K +561 New
CB
353
CNB Bank
Pennsylvania
$5.47K
BIA
354
Bell Investment Advisors
California
$4.82K
PCWA
355
Pacific Capital Wealth Advisors
California
$4.67K +$4.42K +457 New
SWM
356
Sugarloaf Wealth Management
Georgia
$4.58K
HI
357
Harbour Investments
Wisconsin
$4.51K
WWP
358
WR Wealth Planners
Missouri
$4.1K +$3.88K +401 New
HBW
359
Hazlett, Burt & Watson
West Virginia
$4K
FFC
360
First Financial Corp
Indiana
$3.99K +$3.77K +390 New
FFA
361
Frazier Financial Advisors
Ohio
$3.77K +$2.72K +281 +323%
DF
362
DecisionPoint Financial
Arizona
$3.69K
SS
363
Sunbelt Securities
Texas
$3.51K
CA
364
Continuum Advisory
Idaho
$3.42K +$3.21K +332 New
PWA
365
Provenance Wealth Advisors
Florida
$3.35K
CQS
366
Credential Qtrade Securities
$3.17K
ST
367
Smithfield Trust
Pennsylvania
$3K +$2.91K +301 New
CFO
368
CVA Family Office
Colorado
$2.51K +$948 +98 +67%
JWM
369
Janiczek Wealth Management
Colorado
$2.5K
TIM
370
Tortoise Investment Management
New York
$2.27K +$39 +4 +2%
AW
371
Avion Wealth
Texas
$2K
M
372
MOTCO
Texas
$1.96K
GFL
373
Granite FO LLC
New Hampshire
$1.93K +$1.8K +186 New
AT
374
Arlington Trust
Alabama
$1.89K
HWM
375
HighMark Wealth Management
Minnesota
$1.7K +$1.61K +166 New

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.