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
Massachusetts Financial Services
26
Massachusetts Financial Services
Massachusetts
$8.32M +$364K +43,152 +5%
ClearBridge Investments
27
ClearBridge Investments
New York
$7.8M -$22K -2,610 -0.3%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$7.61M +$490K +58,119 +7%
AAIS
29
ABN AMRO Investment Solutions
$7.54M -$792K -93,900 -10%
BAMCO Inc
30
BAMCO Inc
New York
$7.1M -$1.18M -139,335 -14%
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$6.94M +$6.8M +805,670 New
UBS Group
32
UBS Group
Switzerland
$6.42M -$1.42M -168,392 -18%
CGH
33
Crossmark Global Holdings
Texas
$6.37M +$128K +15,202 +2%
Citigroup
34
Citigroup
New York
$5.51M +$108K +12,816 +2%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$5.35M +$396K +46,928 +8%
QCM
36
QRG Capital Management
Illinois
$5.13M +$508K +60,227 +11%
MWM
37
Moran Wealth Management
Florida
$5.07M +$4.97M +588,818 New
M&T Bank
38
M&T Bank
New York
$4.86M -$97.4K -11,541 -2%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$4.63M +$341K +40,473 +8%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$4.22M -$122K -14,501 -3%
QCM
41
Quantinno Capital Management
New York
$4.04M +$1.89M +223,835 +91%
Federated Hermes
42
Federated Hermes
Pennsylvania
$4.02M +$3.89M +460,848 +8,011%
GCAC
43
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.01M -$603K -71,535 -14%
TIM
44
Thornburg Investment Management
New Mexico
$3.83M +$1.88M +222,985 +102%
Renaissance Technologies
45
Renaissance Technologies
New York
$3.76M -$2.63M -311,400 -42%
FTDI
46
First Trust Direct Indexing
Massachusetts
$3.69M +$535K +63,394 +17%
Creative Planning
47
Creative Planning
Kansas
$3.6M +$591K +70,043 +20%
TAM
48
Tocqueville Asset Management
New York
$3.53M
HighTower Advisors
49
HighTower Advisors
Illinois
$3.48M +$323K +38,316 +10%
BCAM
50
Boston Common Asset Management
Massachusetts
$3.47M +$3.29M +389,742 +3,036%

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.