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Mitsubishi UFJ Financial

328 hedge funds and large institutions have $1.78B invested in Mitsubishi UFJ Financial in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,139% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $62K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $1.61B → $1.78B (+$176M)

8% more funds holding

Funds holding: 305328 (+23)

0.06% less ownership

Funds ownership: 1.72%1.66% (-0.06%)

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
5.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
47
Increased
123
Reduced
109
Closed
24
Calls
$4.49M
Puts
$62K
Net Calls
+$4.43M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$2.95M +$347K +43,485 +14%
BCI
52
Brinker Capital Investments
Pennsylvania
$2.57M -$130K -16,317 -5%
OPS
53
Orion Portfolio Solutions
Nebraska
$2.57M -$130K -16,317 -5%
FFM
54
Forum Financial Management
Illinois
$2.54M
API
55
Advisor Partners II
California
$2.49M +$299K +37,505 +15%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.46M -$137K -17,124 -6%
Osaic Holdings
57
Osaic Holdings
Arizona
$2.35M +$1.27M +158,613 +135%
Charles Schwab
58
Charles Schwab
California
$2.3M +$889K +111,397 +70%
IWC
59
Integrated Wealth Concepts
Massachusetts
$2.29M -$25.3K -3,174 -1%
AI
60
Atria Investments
North Carolina
$2.12M -$12.7K -1,590 -0.6%
VPIM
61
Vanguard Personalized Indexing Management
California
$2.09M +$219K +27,480 +13%
QCM
62
Quantinno Capital Management
New York
$2.08M +$680K +85,240 +53%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$2.08M +$1.14M +142,793 +140%
US Bancorp
64
US Bancorp
Minnesota
$2.07M -$62.4K -7,820 -3%
SF
65
Synovus Financial
Georgia
$2M -$160K -20,093 -8%
Cerity Partners
66
Cerity Partners
New York
$1.93M -$325K -40,739 -15%
Mariner
67
Mariner
Kansas
$1.93M +$53.1K +6,662 +3%
TAIM
68
Te Ahumairangi Investment Management
New Zealand
$1.88M -$120K -15,100 -6%
FTUS
69
Flow Traders U.S.
New York
$1.88M +$619K +77,570 +54%
HFS
70
Hantz Financial Services
Michigan
$1.87M -$101K -12,697 -5%
Ameriprise
71
Ameriprise
Minnesota
$1.87M +$54.7K +6,862 +3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.85M -$13.1K -1,645 -0.7%
TIM
73
Thornburg Investment Management
New Mexico
$1.85M +$1.74M +218,432 New
LWAM
74
Legacy Wealth Asset Management
Minnesota
$1.84M +$115K +14,413 +7%
S
75
SignatureFD
Georgia
$1.8M +$127K +15,867 +8%

MUFG Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2023, worth a combined $1.78B — up 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MUFG positions and 24 closed out — a net gain of 23 holders — while 123 added to existing stakes and 109 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $13.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32.4M sold.

  • 328 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2023, up from 305 in Q2 2023.
  • Funds reported $1.78B of Mitsubishi UFJ Financial stock for Q3 2023, up 11% quarter-over-quarter.
  • 47 funds opened new Mitsubishi UFJ Financial positions in Q3 2023 and 24 closed out, a net change of +23 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2023 was Philadelphia Financial Management of San Francisco, an estimated $13.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2023 was Wellington Management Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2023.