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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
DWT
151
Dorsey & Whitney Trust
South Dakota
$631K -$2.55K -264 -0.4%
AWA
152
Aaron Wealth Advisors
Illinois
$616K +$246K +25,384 +73%
AIC
153
Anthracite Investment Company
Texas
$613K
ECM
154
Evergreen Capital Management
Washington
$608K +$5.63K +582 +1%
LP
155
LMR Partners
United Kingdom
$589K +$557K +57,598 New
IWC
156
Integrated Wealth Concepts
Massachusetts
$584K -$2.11M -218,517 -79%
HPCM
157
Hunter Perkins Capital Management
Illinois
$565K -$7.74K -800 -1%
EAM
158
Eagle Asset Management
Florida
$560K -$117K -12,095 -18%
NA
159
NewEdge Advisors
Louisiana
$559K +$76.1K +7,868 +17%
GCM
160
Graham Capital Management
Connecticut
$539K +$510K +52,665 New
GSC
161
Grey Street Capital
Illinois
$534K +$498K +51,505 New
Jane Street
162
Jane Street
New York
$533K +$504K +52,133 New
CG
163
Caprock Group
Idaho
$528K -$15.3K -1,584 -3%
William Blair & Company
164
William Blair & Company
Illinois
$523K -$6.22K -643 -1%
VT
165
Vise Technologies
New York
$496K +$39.9K +4,125 +9%
WFI
166
West Family Investments
California
$493K +$3.88K +401 +0.8%
RJT
167
Raymond James Trust
Florida
$479K +$23.4K +2,422 +5%
Prudential Financial
168
Prudential Financial
New Jersey
$476K +$22.5K +2,323 +5%
BP
169
Ballentine Partners
Massachusetts
$475K +$29.2K +3,018 +7%
Franklin Resources
170
Franklin Resources
California
$471K +$10 +1 +0%
PCS
171
Personal CFO Solutions
New Jersey
$465K -$4.65K -481 -1%
LI
172
Louisbourg Investments
New Brunswick, Canada
$464K
JIC
173
Johnson Investment Counsel
Ohio
$461K
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$459K
OAM
175
Oppenheimer Asset Management
New York
$459K -$87.4K -9,034 -17%

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.