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
Franklin Resources
151
Franklin Resources
California
$380K +$1.96K +245 +0.6%
RJT
152
Raymond James Trust
Florida
$376K +$6.57K +823 +2%
AW
153
Apricus Wealth
South Carolina
$365K
Prudential Financial
154
Prudential Financial
New Jersey
$353K -$73.3K -9,184 -18%
CGL
155
Clarius Group LLC
Washington
$352K -$3.16K -396 -0.9%
AAM
156
Advisors Asset Management
Colorado
$347K +$11.4K +1,431 +4%
SRC
157
Sage Rhino Capital
California
$344K +$6.45K +808 +2%
GCM
158
Gallacher Capital Management
Colorado
$340K -$27.4K -3,435 -8%
JIC
159
Johnson Investment Counsel
Ohio
$340K -$8.09K -1,014 -2%
HC
160
Henshaw Capital
Massachusetts
$335K
KOCAA
161
Knights of Columbus Asset Advisors
Connecticut
$328K +$16.3K +2,045 +6%
PFO
162
Pathstone Family Office
New Jersey
$311K +$67.9K +8,510 +30%
PA
163
Parallel Advisors
California
$305K +$13.7K +1,711 +5%
State Street
164
State Street
Massachusetts
$302K
FCI
165
Financial Counselors Inc
Kansas
$301K -$28.6K -3,589 -9%
SA
166
Shilanski & Associates
Alaska
$296K +$278K +34,854 New
AIA
167
Angeles Investment Advisors
California
$295K +$278K +34,800 New
AWM
168
AE Wealth Management
Kansas
$294K +$4.71K +590 +2%
VFA
169
Valeo Financial Advisors
Indiana
$293K +$4.27K +535 +2%
PWG
170
Portside Wealth Group
Utah
$290K -$4.97K -623 -2%
SW
171
SVB Wealth
Massachusetts
$284K -$24.5K -3,074 -8%
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$281K +$264K +33,137 New
WI
173
WrapManager Inc
California
$279K -$6.29K -788 -2%
AFG
174
Atomi Financial Group
New York
$277K +$260K +32,587 New
AWA
175
Aaron Wealth Advisors
Illinois
$276K +$13.6K +1,700 +6%

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.