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Mitsubishi UFJ Financial

382 hedge funds and large institutions have $2.31B invested in Mitsubishi UFJ Financial in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $694K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

37% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 113

20% more capital invested

Capital invested by funds: $1.92B → $2.31B (+$384M)

6% more funds holding

Funds holding: 360382 (+22)

0.02% more ownership

Funds ownership: 1.81%1.83% (+0.02%)

Holders
382
Holders Change
+22
Holders Change %
+6.11%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
113
Closed
31
Calls
$2.11M
Puts
$694K
Net Calls
+$1.41M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
126
Davenport & Co
Virginia
$948K -$23.4K -2,417 -3%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$947K +$20.5K +2,123 +2%
CIM
128
Confluence Investment Management
Missouri
$943K +$10.3K +1,065 +1%
DAS
129
Diversify Advisory Services
Utah
$941K +$912K +94,256 New
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$937K +$886K +91,557 New
YIH
131
Y-Intercept (HK)
Hong Kong
$911K -$541K -55,935 -39%
Millennium Management
132
Millennium Management
New York
$910K -$10.6M -1,094,589 -92%
AI
133
AdvisorShares Investments
Maryland
$895K -$104K -10,800 -11%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$877K +$336K +34,728 +68%
FIM
135
Freedom Investment Management
Connecticut
$869K -$248K -25,604 -23%
IB
136
Intrust Bank
Kansas
$841K +$25.9K +2,678 +3%
ACA
137
Atlas Capital Advisors
Wyoming
$771K +$93.5K +9,664 +15%
PAG
138
Private Advisor Group
New Jersey
$770K -$28.4K -2,933 -4%
RCAG
139
Rehmann Capital Advisory Group
Michigan
$757K -$36.1K -3,733 -5%
WT
140
Whittier Trust
California
$740K +$217K +22,446 +45%
CCA
141
Checchi Capital Advisers
California
$713K -$12.6K -1,302 -2%
HCA
142
Harbour Capital Advisors
Virginia
$711K
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$706K +$22.1K +2,286 +3%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$700K -$128K -13,187 -16%
MC
145
Moors & Cabot
Massachusetts
$685K -$47.8K -4,937 -7%
EL
146
EWA LLC
Pennsylvania
$684K -$154K -15,890 -19%
BFG
147
Bleakley Financial Group
New Jersey
$669K +$57.2K +5,914 +10%
SW
148
Simplicity Wealth
New Jersey
$667K +$631K +65,219 New
BA
149
Ballast Advisors
Minnesota
$632K +$598K +61,790 New
SFA
150
Sequoia Financial Advisors
Ohio
$631K +$39K +4,035 +7%

MUFG Hedge Fund Activity: Q1 2024 in Review

382 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2024, worth a combined $2.31B — up 20% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MUFG positions and 31 closed out — a net gain of 27 holders — while 155 added to existing stakes and 113 trimmed.

The largest buyer was Chevy Chase Trust, adding an estimated $47M. The largest seller was Morgan Stanley, cutting an estimated $74.5M.

  • 382 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.31B of Mitsubishi UFJ Financial stock for Q1 2024, up 20% quarter-over-quarter.
  • 58 funds opened new Mitsubishi UFJ Financial positions in Q1 2024 and 31 closed out, a net change of +27 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2024 was Chevy Chase Trust, an estimated $47M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2024 was Morgan Stanley, an estimated $74.5M sold.

Based on aggregated 13F filings for Q1 2024.