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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
HF
126
HRT Financial
New York
$790K +$608K +72,049 +364%
CIM
127
Confluence Investment Management
Missouri
$784K -$34.6K -4,103 -4%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$779K +$45.9K +5,436 +6%
EL
129
EWA LLC
Pennsylvania
$778K -$28.3K -3,349 -4%
AI
130
Atom Investors
Texas
$765K +$749K +88,795 New
LPL Financial
131
LPL Financial
California
$739K +$262K +31,049 +57%
DI
132
DFPG Investments
Utah
$717K +$48.8K +5,783 +7%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$702K +$29K +3,432 +4%
CAM
134
Cresset Asset Management
Illinois
$689K -$115K -13,624 -15%
IB
135
Intrust Bank
Kansas
$685K +$86.9K +10,303 +15%
PAG
136
Private Advisor Group
New Jersey
$673K -$45.7K -5,412 -6%
RCAG
137
Rehmann Capital Advisory Group
Michigan
$669K +$4.01K +475 +0.6%
MC
138
Moors & Cabot
Massachusetts
$619K
CCA
139
Checchi Capital Advisers
California
$611K -$21.8K -2,588 -4%
HCA
140
Harbour Capital Advisors
Virginia
$610K +$3.37K +400 +0.6%
EAM
141
Eagle Asset Management
Florida
$587K -$228K -27,051 -28%
EA
142
Everpar Advisors
Oklahoma
$582K +$570K +67,555 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$567K -$3.68K -436 -0.7%
ACA
144
Atlas Capital Advisors
Wyoming
$566K +$111K +13,102 +25%
DWT
145
Dorsey & Whitney Trust
South Dakota
$533K +$7.42K +880 +1%
AIC
146
Anthracite Investment Company
Texas
$516K +$506K +59,942 New
BFG
147
Bleakley Financial Group
New Jersey
$512K +$19K +2,253 +4%
SS
148
Simplicity Solutions
Minnesota
$512K +$19K +2,253 +4%
ECM
149
Evergreen Capital Management
Washington
$506K -$21K -2,487 -4%
SFA
150
Sequoia Financial Advisors
Ohio
$497K +$92.2K +10,935 +23%

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.