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Mitsubishi UFJ Financial

250 hedge funds and large institutions have $923M invested in Mitsubishi UFJ Financial in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 1.54%1.54% (+0%)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

3% less funds holding

Funds holding: 258250 (-8)

16% less capital invested

Capital invested by funds: $1.09B → $923M (-$171M)

20% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 100

95% less call options, than puts

Call options by funds: $6K | Put options by funds: $113K

Holders
250
Holders Change
-8
Holders Change %
-3.1%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
80
Reduced
100
Closed
35
Calls
$6K
Puts
$113K
Net Calls
-$107K
Net Calls Change
-$93K
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$372M +$5.32M +1,022,855 +1%
Bank of America
2
Bank of America
North Carolina
$83.6M +$8.58M +1,649,083 +10%
Morgan Stanley
3
Morgan Stanley
New York
$38.1M -$949K -182,228 -2%
Goldman Sachs
4
Goldman Sachs
New York
$36.1M -$2.41M -462,784 -5%
Natixis Advisors
5
Natixis Advisors
Massachusetts
$34.4M +$561K +107,806 +1%
Northern Trust
6
Northern Trust
Illinois
$30.1M -$944K -181,373 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$27M -$9M -1,728,682 -22%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$26.4M -$80.8K -15,515 -0.3%
BlackRock
9
BlackRock
New York
$21.6M -$2.51M -481,796 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$20.2M -$242K -46,390 -1%
TAM
11
Todd Asset Management
Kentucky
$16.6M -$302K -58,068 -2%
IPAM
12
ICICI Prudential Asset Management
India
$15.1M
SEI Investments
13
SEI Investments
Pennsylvania
$14.2M +$1.2M +230,534 +8%
RJA
14
Raymond James & Associates
Florida
$13.4M -$1.06M -204,546 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.2M -$5.7M -1,095,825 -27%
LP
16
LMR Partners
United Kingdom
$11.3M +$13M +2,500,257 New
BIP
17
Brandes Investment Partners
California
$10.5M -$864K -166,019 -7%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$10.3M +$7.6M +1,460,593 +179%
TRSOTSOK
19
Teachers Retirement System of the State of Kentucky
Kentucky
$8.96M +$10.4M +1,992,140 New
Renaissance Technologies
20
Renaissance Technologies
New York
$7.56M -$2.56M -492,000 -23%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$6.23M +$6.09M +1,170,245 +544%
Wells Fargo
22
Wells Fargo
California
$4.91M -$2.33M -447,838 -29%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$4.14M -$290K -55,757 -6%
American Century Companies
24
American Century Companies
Missouri
$4.01M +$530K +101,767 +13%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$3.6M +$74.9K +14,385 +2%

MUFG Hedge Fund Activity: Q3 2022 in Review

250 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2022, worth a combined $923M — down 16% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of MUFG and 32 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 80 added.

The largest buyer was LMR Partners, opening a new position worth an estimated $13M. The largest seller was Crossmark Global Holdings, cutting an estimated $10.1M.

  • 250 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2022, down from 258 in Q2 2022.
  • Funds reported $923M of Mitsubishi UFJ Financial stock for Q3 2022, down 16% quarter-over-quarter.
  • 32 funds opened new Mitsubishi UFJ Financial positions in Q3 2022 and 35 closed out, a net change of -3 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2022 was LMR Partners, an estimated $13M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2022 was Crossmark Global Holdings, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2022.