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Mitsubishi UFJ Financial

305 hedge funds and large institutions have $1.61B invested in Mitsubishi UFJ Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,558% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $144K

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$198M)

12% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 99

6% more funds holding

Funds holding: 288305 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 1.72%1.72% (+0%)

Holders
305
Holders Change
+17
Holders Change %
+5.9%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
111
Reduced
99
Closed
24
Calls
$22.5M
Puts
$144K
Net Calls
+$22.4M
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$2.24M +$668K +100,306 +49%
FFM
52
Forum Financial Management
Illinois
$2.2M
IWC
53
Integrated Wealth Concepts
Massachusetts
$2.01M -$44.4K -6,669 -2%
OMC
54
Old Mission Capital
Illinois
$1.99M +$1.8M +270,024 New
Cerity Partners
55
Cerity Partners
New York
$1.98M -$33.4K -5,023 -2%
API
56
Advisor Partners II
California
$1.89M +$134K +20,061 +9%
SF
57
Synovus Financial
Georgia
$1.88M -$123K -18,400 -7%
AI
58
Atria Investments
North Carolina
$1.85M +$121K +18,193 +8%
US Bancorp
59
US Bancorp
Minnesota
$1.85M -$131K -19,710 -7%
TAIM
60
Te Ahumairangi Investment Management
New Zealand
$1.74M -$599K -90,000 -28%
D.E. Shaw & Co
61
D.E. Shaw & Co
New York
$1.72M -$6.87M -1,032,054 -82%
HFS
62
Hantz Financial Services
Michigan
$1.72M +$14.1K +2,113 +0.9%
Mariner
63
Mariner
Kansas
$1.62M -$11.7K -1,754 -0.8%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.62M +$1.46M +220,017 New
VPIM
65
Vanguard Personalized Indexing Management
California
$1.61M +$170K +25,567 +13%
Citadel Advisors
66
Citadel Advisors
Florida
$1.58M +$1.43M +214,146 New
Ameriprise
67
Ameriprise
Minnesota
$1.57M +$57.4K +8,613 +4%
YCM
68
Yousif Capital Management
Michigan
$1.57M -$6.19K -929 -0.4%
HT
69
HAP Trading
New York
$1.57M +$1.1M +164,607 +343%
PHS
70
Pekin Hardy Strauss
Illinois
$1.5M +$78.2K +11,750 +6%
Corient Private Wealth
71
Corient Private Wealth
Florida
$1.5M +$50.8K +7,623 +4%
LWAM
72
Legacy Wealth Asset Management
Minnesota
$1.49M +$7.67K +1,152 +0.6%
UBS Group
73
UBS Group
Switzerland
$1.47M -$4.14M -621,254 -76%
S
74
SignatureFD
Georgia
$1.44M +$78.5K +11,791 +6%
Truist Financial
75
Truist Financial
North Carolina
$1.43M -$54.9K -8,248 -4%

MUFG Hedge Fund Activity: Q2 2023 in Review

305 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2023, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MUFG positions and 24 closed out — a net gain of 19 holders — while 111 added to existing stakes and 99 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Samlyn Capital, exiting entirely with an estimated $21.2M sold.

  • 305 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2023, up from 288 in Q1 2023.
  • Funds reported $1.61B of Mitsubishi UFJ Financial stock for Q2 2023, up 14% quarter-over-quarter.
  • 43 funds opened new Mitsubishi UFJ Financial positions in Q2 2023 and 24 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2023 was Samlyn Capital, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.