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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
PI
151
PEAK6 Investments
Illinois
$491K +$481K +57,041 New
HPCM
152
Hunter Perkins Capital Management
Illinois
$482K
OAM
153
Oppenheimer Asset Management
New York
$464K +$71.8K +8,513 +19%
CG
154
Caprock Group
Idaho
$458K +$25.1K +2,979 +6%
William Blair & Company
155
William Blair & Company
Illinois
$445K -$1.81K -215 -0.4%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$439K -$387K -45,914 -47%
WT
157
Whittier Trust
California
$429K +$408K +48,361 +3,231%
NA
158
NewEdge Advisors
Louisiana
$412K +$275K +32,546 +228%
WFI
159
West Family Investments
California
$411K
CGL
160
Clarius Group LLC
Washington
$404K +$46.2K +5,472 +13%
EGM
161
Engineers Gate Manager
New York
$400K +$392K +46,442 New
Franklin Resources
162
Franklin Resources
California
$397K +$11.2K +1,322 +3%
PCS
163
Personal CFO Solutions
New Jersey
$396K -$3.41K -404 -0.9%
Point72 Asset Management
164
Point72 Asset Management
Connecticut
$393K +$385K +45,600 New
LI
165
Louisbourg Investments
New Brunswick, Canada
$390K +$382K +45,310 New
JIC
166
Johnson Investment Counsel
Ohio
$388K +$42.8K +5,070 +13%
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$386K
RCM
168
RNC Capital Management
California
$385K -$4.22K -500 -1%
SOS
169
Silver Oak Securities
Tennessee
$384K +$376K +44,548 New
AW
170
Apricus Wealth
South Carolina
$383K
SP
171
Successful Portfolios
Florida
$383K +$375K +44,470 New
RJT
172
Raymond James Trust
Florida
$383K +$1.6K +190 +0.4%
VT
173
Vise Technologies
New York
$382K -$18K -2,129 -5%
GT
174
Glenmede Trust
Pennsylvania
$382K +$240K +28,442 +179%
Prudential Financial
175
Prudential Financial
New Jersey
$381K +$22.9K +2,711 +7%

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.