We are live on ! Find out more
MUFG icon

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
YCM
76
Yousif Capital Management
Michigan
$1.78M -$27K -3,385 -2%
PHS
77
Pekin Hardy Strauss
Illinois
$1.73M +$3.99K +500 +0.2%
EI
78
Ethic Inc
New York
$1.72M +$73.1K +9,169 +5%
CWP
79
Capital Wealth Planning
Florida
$1.7M +$821K +102,962 +106%
PCM
80
Penserra Capital Management
California
$1.7M +$821K +102,962 +106%
AA
81
Altman Advisors
Illinois
$1.68M +$1.58M +197,923 New
GU
82
Georgetown University
District of Columbia
$1.66M +$17.8K +2,227 +1%
AW
83
Alaethes Wealth
Nevada
$1.63M +$1.53M +191,449 New
NW
84
Naviter Wealth
Arkansas
$1.61M +$38.1K +4,780 +3%
TC
85
TownSquare Capital
Utah
$1.58M -$8.81K -1,105 -0.6%
LNWWM
86
Laird Norton Wetherby Wealth Management
California
$1.41M +$28.7K +3,594 +2%
Capital Fund Management (CFM)
87
Capital Fund Management (CFM)
France
$1.36M +$1.28M +160,748 New
Tudor Investment Corp
88
Tudor Investment Corp
Connecticut
$1.35M -$222K -27,854 -15%
QI
89
Qtron Investments
Massachusetts
$1.34M +$519K +65,000 +70%
Victory Capital Management
90
Victory Capital Management
Texas
$1.32M
SIA
91
Schechter Investment Advisors
Michigan
$1.3M -$187K -23,461 -13%
GT
92
Greenleaf Trust
Michigan
$1.26M +$10.2K +1,278 +0.9%
Corient Private Wealth
93
Corient Private Wealth
Florida
$1.24M -$457K -57,317 -28%
CWM
94
Calamos Wealth Management
Illinois
$1.18M +$1.11M +139,258 New
B
95
Bailard
California
$1.1M -$119K -14,945 -10%
FIM
96
Freedom Investment Management
Connecticut
$1.06M -$319K -39,962 -24%
JMPWA
97
JP Morgan Private Wealth Advisors
California
$1.04M -$120K -14,993 -11%
MML Investors Services
98
MML Investors Services
Massachusetts
$1.01M +$267K +33,415 +39%
Pacer Advisors
99
Pacer Advisors
Pennsylvania
$1.01M +$114K +14,268 +14%
RWM
100
Ritholtz Wealth Management
New York
$987K +$178K +22,263 +24%

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.