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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
Citadel Advisors
26
Citadel Advisors
Florida
$10.4M +$8.08M +834,774 +463%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$9.63M -$249K -25,688 -3%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$9.16M -$1.21M -124,560 -12%
ClearBridge Investments
29
ClearBridge Investments
New York
$9.12M -$135K -13,937 -2%
ECG
30
Edge Capital Group
Georgia
$8.6M +$8.13M +840,656 New
Federated Hermes
31
Federated Hermes
Pennsylvania
$8.48M +$3.5M +362,156 +78%
Cerity Partners
32
Cerity Partners
New York
$8.31M +$5.19M +536,100 +194%
AAIS
33
ABN AMRO Investment Solutions
$7.86M -$1.04M -107,900 -12%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$7.51M -$1.45M -149,441 -17%
CGH
35
Crossmark Global Holdings
Texas
$7.32M -$237K -24,490 -3%
Citigroup
36
Citigroup
New York
$6.83M +$264K +27,265 +4%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$6.78M +$1.21M +125,467 +23%
UBS Group
38
UBS Group
Switzerland
$6.76M -$818K -84,557 -11%
QCM
39
QRG Capital Management
Illinois
$6.73M +$601K +62,166 +10%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$6.58M +$206K +21,277 +3%
M&T Bank
41
M&T Bank
New York
$5.6M -$168K -17,316 -3%
QCM
42
Quantinno Capital Management
New York
$5.21M +$389K +40,249 +9%
Creative Planning
43
Creative Planning
Kansas
$5.18M +$851K +87,949 +21%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$5.07M +$55.3K +5,713 +1%
Charles Schwab
45
Charles Schwab
California
$5.01M +$1.29M +133,572 +38%
BAMCO Inc
46
BAMCO Inc
New York
$4.71M -$3.53M -364,753 -44%
CWP
47
Capital Wealth Planning
Florida
$4.65M +$898K +92,848 +26%
PCM
48
Penserra Capital Management
California
$4.65M +$898K +92,848 +26%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$4.58M +$3.94M +407,529 +1,030%
TIM
50
Thornburg Investment Management
New Mexico
$4.45M -$60.7K -6,276 -1%

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.