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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
Truist Financial
51
Truist Financial
North Carolina
$3.42M -$45.1K -5,347 -1%
DWA
52
Dorsey Wright & Associates
California
$3.36M -$262K -31,091 -7%
CWP
53
Capital Wealth Planning
Florida
$3.11M +$1.37M +161,857 +81%
PCM
54
Penserra Capital Management
California
$3.11M +$1.37M +161,857 +81%
Charles Schwab
55
Charles Schwab
California
$3.07M +$723K +85,751 +32%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$2.93M +$1.53M +181,396 +114%
FFM
57
Forum Financial Management
Illinois
$2.86M +$276K +32,700 +11%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2.84M +$341K +40,441 +14%
Pathstone Holdings
59
Pathstone Holdings
New Jersey
$2.81M +$2.76M +327,040 New
BCI
60
Brinker Capital Investments
Pennsylvania
$2.59M -$92.5K -10,968 -4%
OPS
61
Orion Portfolio Solutions
Nebraska
$2.59M -$92.5K -10,968 -4%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$2.47M +$1.07M +126,282 +79%
Cerity Partners
63
Cerity Partners
New York
$2.38M +$415K +49,217 +22%
IWC
64
Integrated Wealth Concepts
Massachusetts
$2.37M +$47.8K +5,663 +2%
US Bancorp
65
US Bancorp
Minnesota
$2.33M +$234K +27,745 +11%
AI
66
Atria Investments
North Carolina
$2.25M +$94K +11,146 +4%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$2.24M +$131K +15,524 +6%
JP Morgan Chase
68
JP Morgan Chase
New York
$2.17M +$1.43M +169,289 +206%
Deutsche Bank
69
Deutsche Bank
Germany
$2.15M +$2.07M +245,244 +5,341%
LWAM
70
Legacy Wealth Asset Management
Minnesota
$2.11M +$239K +28,389 +13%
VPIM
71
Vanguard Personalized Indexing Management
California
$2.08M -$32.7K -3,880 -2%
Ameriprise
72
Ameriprise
Minnesota
$2.07M +$176K +20,914 +10%
SF
73
Synovus Financial
Georgia
$2.04M +$13.3K +1,582 +0.7%
AAM
74
Augustine Asset Management
Florida
$2.04M +$1.51M +178,998 +310%
NW
75
Naviter Wealth
Arkansas
$1.99M +$353K +41,866 +22%

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.