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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
NS
176
NBC Securities
Alabama
$269K +$253K +31,746 New
BHPW
177
Beverly Hills Private Wealth
California
$264K -$275K -34,508 -53%
CB
178
Commerce Bank
Missouri
$262K +$50.2K +6,288 +26%
ACM
179
Aquatic Capital Management
Illinois
$248K +$164K +20,500 +236%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$247K -$14.8K -1,852 -6%
1WA
181
180 Wealth Advisors
Washington
$245K +$29.5K +3,703 +15%
PA
182
Procyon Advisors
Connecticut
$243K +$79.6K +9,983 +54%
OL
183
Optas LLC
Texas
$237K +$7.16K +898 +3%
BP
184
Ballentine Partners
Massachusetts
$236K +$22.4K +2,807 +11%
CA
185
Claro Advisors
Massachusetts
$234K +$1K +126 +0.5%
LSAG
186
Lake Street Advisors Group
New Hampshire
$234K -$18K -2,252 -8%
CS
187
Comerica Securities
Michigan
$225K -$19.5K -2,439 -8%
New York State Common Retirement Fund
188
New York State Common Retirement Fund
New York
$222K
LC
189
Lindbrook Capital
California
$220K +$52.6K +6,596 +34%
PVH
190
Psagot Value Holdings
Israel
$218K +$63.8K +8,000 +47%
WCM
191
Windward Capital Management
California
$217K -$58.6K -7,343 -22%
KP
192
Keel Point
Alabama
$215K -$3.92K -492 -2%
VCP
193
Verus Capital Partners
Arizona
$214K -$2.51K -315 -1%
FAFN
194
First Affirmative Financial Network
Colorado
$209K +$31.5K +3,949 +19%
AA
195
AlphaQ Advisors
Florida
$208K -$678 -85 -0.3%
KAS
196
Kestra Advisory Services
Texas
$207K +$91.5K +11,475 +89%
PP
197
PDS Planning
Ohio
$207K +$1.26K +158 +0.7%
HW
198
Hancock Whitney
Mississippi
$203K +$191K +23,965 New
RCA
199
Resonant Capital Advisors
Wisconsin
$187K +$176K +22,057 New
Cetera Investment Advisers
200
Cetera Investment Advisers
Illinois
$186K -$27.9K -3,500 -14%

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.