We are live on ! Find out more
MUFG icon

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
BWP
376
Baldwin Wealth Partners
Massachusetts
-$126K -14,861 Closed
ECM
377
ExodusPoint Capital Management
New York
-$114K -13,450 Closed
SC
378
Savant Capital
Illinois
-$114K -13,444 Closed
AP
379
Arlington Partners
Alabama
-$109K -12,867 Closed
BJL
380
Brighton Jones LLC
Washington
-$105K -12,318 Closed
CIA
381
Choate Investment Advisors
Massachusetts
-$101K -11,935 Closed
OFS
382
OneAscent Financial Services
Alabama
-$97K -11,463 Closed
SFO
383
Stokes Family Office
Louisiana
-$95.8K -11,281 Closed
LAS
384
Lloyd Advisory Services
Georgia
-$95.4K -11,242 Closed
NG
385
Norden Group
Utah
-$95.4K -11,242 Closed
Brown Advisory
386
Brown Advisory
Maryland
-$91K -10,717 Closed
AGC
387
Aspen Grove Capital
Colorado
-$90.9K -10,712 Closed
TIAA Trust, National Association
388
TIAA Trust, National Association
North Carolina
-$86.9K -10,231 Closed
KPWS
389
Kestra Private Wealth Services
Texas
-$86.5K -10,187 Closed
Barclays
390
Barclays
United Kingdom
-$84.9K -10,000 Closed
BCM
391
Bayesian Capital Management
New York
-$84.9K -10,000 Closed
WWP
392
WR Wealth Planners
Missouri
-$7.57K -892 Closed
UB
393
UMB Bank
Missouri
-$6.43K -757 Closed
CSC
394
Caldwell Sutter Capital
California
-$5.17K -609 Closed
SIC
395
SJS Investment Consulting
Ohio
-$3.88K -457 Closed
OP
396
ORG Partners
Indiana
-$1.95K -230 Closed
KA
397
Kozak & Associates
Colorado
-$1.09K -130 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.