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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
BTI
201
Blue Trust Inc
Georgia
$347K +$66.8K +6,899 +26%
PF
202
Phoenix Financial
Israel
$346K +$328K +33,900 New
Russell Investments Group
203
Russell Investments Group
United Kingdom
$345K +$102K +10,511 +45%
CTC
204
Cetera Trust Company
Minnesota
$344K
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
$343K +$324K +33,529 New
SA
206
Shilanski & Associates
Alaska
$342K +$324K +33,457 New
PA
207
Procyon Advisors
Connecticut
$338K -$9.1K -940 -3%
SW
208
SVB Wealth
Massachusetts
$335K -$28.5K -2,947 -8%
WS
209
Wedbush Securities
California
$325K +$308K +31,792 New
WI
210
WrapManager Inc
California
$324K -$5.71K -590 -2%
LC
211
Lindbrook Capital
California
$322K +$23.1K +2,391 +8%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$310K +$53.4K +5,517 +22%
CA
213
Claro Advisors
Massachusetts
$307K +$22.6K +2,331 +8%
PWG
214
Portside Wealth Group
Utah
$305K -$13.8K -1,428 -5%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$299K -$1.53K -158 -0.5%
BHPW
216
Beverly Hills Private Wealth
California
$299K -$7.79K -805 -3%
TFA
217
Transamerica Financial Advisors
Florida
$299K +$225K +23,220 +392%
KOCAA
218
Knights of Columbus Asset Advisors
Connecticut
$295K -$18.5K -1,907 -6%
OL
219
Optas LLC
Texas
$290K +$1.63K +168 +0.6%
LSAG
220
Lake Street Advisors Group
New Hampshire
$281K -$571 -59 -0.2%
1WA
221
180 Wealth Advisors
Washington
$280K +$11.1K +1,144 +4%
PCIA
222
Prime Capital Investment Advisors
Kansas
$275K -$17K -1,756 -6%
EGM
223
Engineers Gate Manager
New York
$274K -$190K -19,677 -42%
PA
224
Pinnacle Associates
New York
$271K +$60.7K +6,277 +31%
CAM
225
Cozad Asset Management
Illinois
$265K -$13.2K -1,366 -5%

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.