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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
CCA
126
Checchi Capital Advisers
California
$625K +$56K +7,021 +11%
Balyasny Asset Management
127
Balyasny Asset Management
Illinois
$624K -$559K -70,102 -49%
MC
128
Moors & Cabot
Massachusetts
$611K -$29.9K -3,750 -5%
HCA
129
Harbour Capital Advisors
Virginia
$604K +$798 +100 +0.1%
IB
130
Intrust Bank
Kansas
$588K +$73.5K +9,211 +15%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$577K -$46.8K -5,862 -8%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$571K +$119K +14,879 +28%
ECM
133
Evergreen Capital Management
Washington
$520K +$6.58K +825 +1%
DWT
134
Dorsey & Whitney Trust
South Dakota
$518K +$6.97K +874 +1%
AAM
135
Augustine Asset Management
Florida
$490K -$144 -18 -0%
BFG
136
Bleakley Financial Group
New Jersey
$486K -$1.08K -135 -0.2%
SS
137
Simplicity Solutions
Minnesota
$486K -$1.08K -135 -0.2%
HPCM
138
Hunter Perkins Capital Management
Illinois
$475K
LPL Financial
139
LPL Financial
California
$466K -$29.7K -3,718 -6%
ACA
140
Atlas Capital Advisors
Wyoming
$447K +$24.2K +3,038 +6%
William Blair & Company
141
William Blair & Company
Illinois
$441K +$3.06K +383 +0.7%
CG
142
Caprock Group
Idaho
$427K +$1.51K +189 +0.4%
WFI
143
West Family Investments
California
$405K +$8.34K +1,045 +2%
SFA
144
Sequoia Financial Advisors
Ohio
$397K -$1.29K -162 -0.3%
VT
145
Vise Technologies
New York
$395K +$17.5K +2,197 +5%
PCS
146
Personal CFO Solutions
New Jersey
$394K -$27K -3,384 -7%
YIH
147
Y-Intercept (HK)
Hong Kong
$387K -$725K -90,868 -67%
OAM
148
Oppenheimer Asset Management
New York
$385K -$39.9K -5,002 -10%
RCM
149
RNC Capital Management
California
$383K
PWPS
150
Pinnacle Wealth Planning Services
Ohio
$381K

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.