We are live on ! Find out more
MUFG icon

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
Pathstone Holdings
51
Pathstone Holdings
New Jersey
$4.35M +$945K +97,718 +30%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.28M +$126K +12,991 +3%
FTDI
53
First Trust Direct Indexing
Massachusetts
$4.23M -$142K -14,678 -3%
TAM
54
Tocqueville Asset Management
New York
$4.19M
BCAM
55
Boston Common Asset Management
Massachusetts
$4.13M +$11.4K +1,177 +0.3%
Truist Financial
56
Truist Financial
North Carolina
$4.06M -$8.03K -830 -0.2%
GCAC
57
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.05M -$318K -32,865 -7%
DWA
58
Dorsey Wright & Associates
California
$3.74M -$231K -23,921 -6%
FGI
59
Foresight Global Investors
New York
$3.72M +$3.52M +363,900 New
MWM
60
Moran Wealth Management
Florida
$3.69M -$2.21M -228,180 -39%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$3.62M +$230K +23,811 +7%
EGA
62
Eagle Global Advisors
Texas
$3.59M +$3.39M +350,480 New
Capital Fund Management (CFM)
63
Capital Fund Management (CFM)
France
$3.48M +$513K +52,984 +18%
FFM
64
Forum Financial Management
Illinois
$3.46M +$65K +6,723 +2%
VPIM
65
Vanguard Personalized Indexing Management
California
$3.04M +$537K +55,470 +23%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$2.92M +$245K +25,277 +10%
BCI
67
Brinker Capital Investments
Pennsylvania
$2.89M -$91.1K -9,420 -3%
OPS
68
Orion Portfolio Solutions
Nebraska
$2.89M -$91.1K -9,420 -3%
NW
69
Naviter Wealth
Arkansas
$2.68M +$300K +31,029 +13%
AI
70
Atria Investments
North Carolina
$2.65M -$15.3K -1,582 -0.6%
US Bancorp
71
US Bancorp
Minnesota
$2.58M -$186K -19,205 -7%
LWAM
72
Legacy Wealth Asset Management
Minnesota
$2.5M -$13K -1,340 -0.5%
S
73
SignatureFD
Georgia
$2.49M +$166K +17,107 +8%
SF
74
Synovus Financial
Georgia
$2.46M +$35.8K +3,697 +2%
Ameriprise
75
Ameriprise
Minnesota
$2.42M -$39K -4,035 -2%

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.