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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
BP
176
Ballentine Partners
Massachusetts
$374K +$132K +15,589 +56%
SEC
177
Seven Eight Capital
New York
$369K +$362K +42,876 New
AAM
178
Advisors Asset Management
Colorado
$368K +$15.6K +1,854 +5%
SRC
179
Sage Rhino Capital
California
$348K -$919 -109 -0.3%
HW
180
Hancock Whitney
Mississippi
$344K +$135K +16,029 +67%
Neuberger Berman Group
181
Neuberger Berman Group
New York
$341K +$190K +22,466 +131%
FCI
182
Financial Counselors Inc
Kansas
$312K +$6.91K +819 +2%
AIA
183
Angeles Investment Advisors
California
$311K +$10.7K +1,272 +4%
FTUS
184
Flow Traders U.S.
New York
$310K -$1.56M -184,878 -84%
SW
185
SVB Wealth
Massachusetts
$307K +$18.8K +2,233 +7%
GCM
186
Gallacher Capital Management
Colorado
$307K -$37K -4,385 -11%
State Street
187
State Street
Massachusetts
$306K
TW
188
Traveka Wealth
California
$303K +$297K +35,205 New
VFA
189
Valeo Financial Advisors
Indiana
$300K +$3.26K +386 +1%
AWA
190
Aaron Wealth Advisors
Illinois
$300K +$19.1K +2,260 +7%
AssetMark Inc
191
AssetMark Inc
California
$297K +$291K +34,479 New
PA
192
Procyon Advisors
Connecticut
$292K +$45.2K +5,356 +19%
CTC
193
Cetera Trust Company
Minnesota
$289K +$283K +33,595 New
WI
194
WrapManager Inc
California
$278K -$4.31K -511 -2%
PA
195
Parallel Advisors
California
$276K -$33K -3,915 -11%
HC
196
Henshaw Capital
Massachusetts
$273K -$65.8K -7,806 -20%
SWP
197
Stratos Wealth Partners
Ohio
$269K +$142K +16,873 +117%
PWG
198
Portside Wealth Group
Utah
$269K -$22.1K -2,621 -8%
NS
199
NBC Securities
Alabama
$267K -$5.4K -640 -2%
AWM
200
AE Wealth Management
Kansas
$265K -$49.7K -5,887 -17%

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.