We are live on ! Find out more
MUFG icon

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
SSA
101
Schonfeld Strategic Advisors
New York
$1.19M +$1.17M +138,200 New
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$1.18M +$1.16M +137,041 New
CSS
103
Cubist Systematic Strategies
Connecticut
$1.17M +$1.14M +135,372 New
MML Investors Services
104
MML Investors Services
Massachusetts
$1.15M +$117K +13,892 +12%
RWM
105
Ritholtz Wealth Management
New York
$1.11M +$107K +12,702 +11%
B
106
Bailard
California
$1.1M -$13K -1,546 -1%
TPC
107
Tiger Pacific Capital
New York
$1.09M +$1.06M +126,161 New
VA
108
Vident Advisory
Georgia
$1.08M +$190K +22,507 +22%
AC
109
AXQ Capital
New Jersey
$1.07M +$1.04M +123,700 New
CAN
110
Cetera Advisor Networks
California
$1.02M +$108K +12,831 +12%
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$1M -$18.3K -2,172 -2%
UCFA
112
United Capital Financial Advisors
Texas
$977K +$957K +113,447 New
QCG
113
Quadrant Capital Group
Ohio
$968K +$48.4K +5,735 +5%
1CP
114
17 Capital Partners
Arizona
$962K +$942K +111,683 New
FIM
115
Freedom Investment Management
Connecticut
$952K -$117K -13,852 -11%
TAIM
116
Te Ahumairangi Investment Management
New Zealand
$947K -$934K -110,754 -50%
HCMT
117
Highland Capital Management (Tennessee)
Tennessee
$920K +$13.5K +1,600 +2%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$903K -$32K -3,794 -3%
TC
119
Telemus Capital
Michigan
$851K -$73.6K -8,720 -8%
AI
120
AdvisorShares Investments
Maryland
$846K +$829K +98,258 New
PAS
121
Park Avenue Securities
New York
$833K +$46.3K +5,492 +6%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$833K +$249K +29,478 +44%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$828K +$50.6K +6,001 +7%
AFG
124
Atomi Financial Group
New York
$822K +$530K +62,869 +193%
DC
125
Davenport & Co
Virginia
$819K -$4.02K -477 -0.5%

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.