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Mitsubishi UFJ Financial

406 hedge funds and large institutions have $2.86B invested in Mitsubishi UFJ Financial in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

61% more call options, than puts

Call options by funds: $734K | Put options by funds: $456K

30% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 125

24% more capital invested

Capital invested by funds: $2.31B → $2.86B (+$551M)

6% more funds holding

Funds holding: 382406 (+24)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 1.83%1.83% (+0%)

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
163
Reduced
125
Closed
23
Calls
$734K
Puts
$456K
Net Calls
+$278K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
26
Philadelphia Financial Management of San Francisco
California
$11.4M -$6.71M -661,709 -39%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$10.7M +$528K +52,064 +6%
Federated Hermes
28
Federated Hermes
Pennsylvania
$10.5M +$1.49M +146,904 +18%
ClearBridge Investments
29
ClearBridge Investments
New York
$9.66M +$26.7K +2,629 +0.3%
ECG
30
Edge Capital Group
Georgia
$9.39M +$290K +28,592 +3%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$7.92M -$7.13K -703 -0.1%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$7.78M +$584K +57,577 +9%
CGH
33
Crossmark Global Holdings
Texas
$7.58M -$141K -13,931 -2%
UBS Group
34
UBS Group
Switzerland
$7.42M +$261K +25,760 +4%
QCM
35
QRG Capital Management
Illinois
$7.31M +$193K +19,026 +3%
AAIS
36
ABN AMRO Investment Solutions
$7.21M -$1.02M -100,900 -13%
Cerity Partners
37
Cerity Partners
New York
$6.78M -$1.87M -184,456 -23%
Charles Schwab
38
Charles Schwab
California
$6.61M +$1.24M +121,847 +25%
QCM
39
Quantinno Capital Management
New York
$6.55M +$983K +96,878 +19%
GCAC
40
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.29M +$1.46M +143,775 +34%
Citigroup
41
Citigroup
New York
$6.16M -$982K -96,820 -15%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$6.11M -$3.35M -330,258 -37%
Creative Planning
43
Creative Planning
Kansas
$6.03M +$530K +52,261 +10%
M&T Bank
44
M&T Bank
New York
$5.95M +$38.9K +3,833 +0.7%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$5.54M +$182K +17,906 +4%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$5.47M +$601K +59,212 +13%
PCM
47
Penserra Capital Management
California
$5.42M +$483K +47,654 +10%
CWP
48
Capital Wealth Planning
Florida
$5.42M +$483K +47,654 +10%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$5.2M +$576K +56,779 +13%
FGI
50
Foresight Global Investors
New York
$4.7M +$720K +71,027 +20%

MUFG Hedge Fund Activity: Q2 2024 in Review

406 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2024, worth a combined $2.86B — up 24% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MUFG positions and 23 closed out — a net gain of 30 holders — while 163 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 406 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2024, up from 382 in Q1 2024.
  • Funds reported $2.86B of Mitsubishi UFJ Financial stock for Q2 2024, up 24% quarter-over-quarter.
  • 53 funds opened new Mitsubishi UFJ Financial positions in Q2 2024 and 23 closed out, a net change of +30 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2024 was Bank of America, an estimated $14.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2024 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.