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Mitsubishi UFJ Financial

418 hedge funds and large institutions have $2.31B invested in Mitsubishi UFJ Financial in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 177 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

44% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 123

43% more call options, than puts

Call options by funds: $355K | Put options by funds: $249K

3% more funds holding

Funds holding: 406418 (+12)

0.01% more ownership

Funds ownership: 1.83%1.84% (+0.01%)

19% less capital invested

Capital invested by funds: $2.86B → $2.31B (-$546M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
418
Holders Change
+12
Holders Change %
+2.96%
% of All Funds
6%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
177
Reduced
123
Closed
30
Calls
$355K
Puts
$249K
Net Calls
+$106K
Net Calls Change
-$172K
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
51
Ramirez Asset Management
New York
$4.21M +$4.37M +413,874 New
BCAM
52
Boston Common Asset Management
Massachusetts
$4.19M -$89.8K -8,502 -2%
FTDI
53
First Trust Direct Indexing
Massachusetts
$4.18M -$84.8K -8,034 -2%
DWA
54
Dorsey Wright & Associates
California
$4.11M +$456K +43,244 +12%
Truist Financial
55
Truist Financial
North Carolina
$3.85M -$211K -20,016 -5%
MWM
56
Moran Wealth Management
Florida
$3.77M -$18.4K -1,744 -0.5%
EGA
57
Eagle Global Advisors
Texas
$3.68M -$39K -3,691 -1%
AAM
58
Augustine Asset Management
Florida
$3.65M +$56.3K +5,334 +2%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$3.58M -$2.26M -213,807 -38%
VPIM
60
Vanguard Personalized Indexing Management
California
$3.51M +$325K +30,806 +10%
FFM
61
Forum Financial Management
Illinois
$3.45M
SA
62
Sanctuary Advisors
Indiana
$3.32M +$1.24M +117,457 +72%
Bessemer Group
63
Bessemer Group
New Jersey
$3.25M +$1.74M +164,573 +107%
AI
64
Atria Investments
North Carolina
$3.12M +$473K +44,800 +17%
SF
65
Synovus Financial
Georgia
$3.07M +$623K +59,053 +24%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$3.07M +$68.6K +6,502 +2%
BAMCO Inc
67
BAMCO Inc
New York
$3.01M -$507K -48,069 -14%
TD Asset Management
68
TD Asset Management
Ontario, Canada
$2.99M +$2.98M +282,177 +2,153%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$2.95M +$95.3K +9,032 +3%
NW
70
Naviter Wealth
Arkansas
$2.84M +$9.39K +890 +0.3%
CWP
71
Capital Wealth Planning
Florida
$2.83M -$2.37M -224,347 -45%
SC
72
Samlyn Capital
New York
$2.74M +$2.85M +269,582 New
US Bancorp
73
US Bancorp
Minnesota
$2.73M +$81K +7,676 +3%
PHS
74
Pekin Hardy Strauss
Illinois
$2.71M +$453K +42,875 +19%
JP Morgan Chase
75
JP Morgan Chase
New York
$2.63M +$802K +75,997 +42%

MUFG Hedge Fund Activity: Q3 2024 in Review

418 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2024, worth a combined $2.31B — down 19% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MUFG positions and 30 closed out — a net gain of 16 holders — while 177 added to existing stakes and 123 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $11.3M. The largest seller was Groupama Asset Management, exiting entirely with an estimated $438M sold.

  • 418 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2024, up from 406 in Q2 2024.
  • Funds reported $2.31B of Mitsubishi UFJ Financial stock for Q3 2024, down 19% quarter-over-quarter.
  • 46 funds opened new Mitsubishi UFJ Financial positions in Q3 2024 and 30 closed out, a net change of +16 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2024 was Fisher Asset Management, an estimated $11.3M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2024 was Groupama Asset Management, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2024.