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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
KOCAA
201
Knights of Columbus Asset Advisors
Connecticut
$265K -$66.5K -7,880 -20%
BHPW
202
Beverly Hills Private Wealth
California
$259K -$8.87K -1,052 -3%
CB
203
Commerce Bank
Missouri
$255K -$11K -1,302 -4%
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$253K +$3.26K +386 +1%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$251K +$246K +29,129 New
LC
206
Lindbrook Capital
California
$251K +$26.8K +3,172 +12%
SC
207
Sapient Capital
Indiana
$249K +$244K +28,893 New
PCIA
208
Prime Capital Investment Advisors
Kansas
$247K +$242K +28,657 New
KAS
209
Kestra Advisory Services
Texas
$244K +$33.5K +3,968 +16%
OL
210
Optas LLC
Texas
$243K +$2.67K +316 +1%
CA
211
Calton & Associates
Florida
$242K +$237K +28,125 New
CA
212
Claro Advisors
Massachusetts
$239K +$793 +94 +0.3%
LSAG
213
Lake Street Advisors Group
New Hampshire
$237K
CAM
214
Cozad Asset Management
Illinois
$235K +$63.5K +7,522 +38%
ONB
215
Old National Bancorp
Indiana
$230K +$54.2K +6,425 +32%
KP
216
Keel Point
Alabama
$230K +$11K +1,299 +5%
BTI
217
Blue Trust Inc
Georgia
$229K +$59.7K +7,078 +35%
New York State Common Retirement Fund
218
New York State Common Retirement Fund
New York
$225K
1WA
219
180 Wealth Advisors
Washington
$224K -$22.1K -2,622 -9%
TD Asset Management
220
TD Asset Management
Ontario, Canada
$221K +$94.8K +11,241 +78%
WCM
221
Windward Capital Management
California
$220K -$650 -77 -0.3%
VCP
222
Verus Capital Partners
Arizona
$217K
PVH
223
Psagot Value Holdings
Israel
$215K
FOA
224
Five Oceans Advisors
California
$214K +$72.4K +8,588 +53%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$213K +$209K +24,767 New

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.