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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
ONB
201
Old National Bancorp
Indiana
$172K -$17K -2,135 -10%
PA
202
Pinnacle Associates
New York
$172K
HF
203
HRT Financial
New York
$168K +$158K +19,790 New
FWM
204
FFT Wealth Management
Pennsylvania
$168K
CAM
205
Cozad Asset Management
Illinois
$168K +$5.26K +660 +3%
Russell Investments Group
206
Russell Investments Group
United Kingdom
$165K +$11.2K +1,398 +8%
FLPIM
207
F.L. Putnam Investment Management
Massachusetts
$162K +$18.2K +2,278 +14%
9WM
208
9258 Wealth Management
Ohio
$158K -$287 -36 -0.2%
MOS
209
MGO One Seven
Ohio
$152K +$52.7K +6,601 +58%
BTWM
210
Baker Tilly Wealth Management
Wisconsin
$152K -$295K -36,986 -67%
BTI
211
Blue Trust Inc
Georgia
$148K +$90.5K +11,347 +132%
RJFSA
212
Raymond James Financial Services Advisors
Florida
$146K +$18.8K +2,362 +16%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$145K -$35.5K -4,445 -21%
FOA
214
Five Oceans Advisors
California
$138K -$56 -7 -0%
LFA
215
Legacy Financial Advisors
Kentucky
$137K +$40.6K +5,086 +46%
GT
216
Glenmede Trust
Pennsylvania
$135K +$38.7K +4,857 +44%
MM
217
MQS Management
New York
$134K +$125K +15,726 New
EP
218
Eudaimonia Partners
Tennessee
$130K
BRWA
219
B. Riley Wealth Advisors
Florida
$128K +$39.8K +4,986 +49%
BWP
220
Baldwin Wealth Partners
Massachusetts
$126K
SWP
221
Stratos Wealth Partners
Ohio
$122K +$12.2K +1,524 +12%
TD Asset Management
222
TD Asset Management
Ontario, Canada
$122K -$12.8K -1,602 -10%
NA
223
NewEdge Advisors
Louisiana
$121K -$6.19K -776 -5%
ISWM
224
Independent Solutions Wealth Management
New York
$117K
MCM
225
Manchester Capital Management
Vermont
$115K

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.