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Mitsubishi UFJ Financial

288 hedge funds and large institutions have $1.41B invested in Mitsubishi UFJ Financial in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,970% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $105K

75% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 28

37% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 87

6% more funds holding

Funds holding: 271288 (+17)

2% more capital invested

Capital invested by funds: $1.38B → $1.41B (+$28.3M)

0.06% more ownership

Funds ownership: 1.66%1.72% (+0.06%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
288
Holders Change
+17
Holders Change %
+6.27%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
49
Increased
119
Reduced
87
Closed
28
Calls
$13.7M
Puts
$105K
Net Calls
+$13.6M
Net Calls Change
+$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$481M -$21.4M -3,058,822 -4%
Bank of America
2
Bank of America
North Carolina
$104M -$17.3M -2,472,806 -13%
Natixis Advisors
3
Natixis Advisors
Massachusetts
$71.9M +$2.61M +372,561 +3%
Goldman Sachs
4
Goldman Sachs
New York
$64.1M -$1.88M -268,143 -3%
Morgan Stanley
5
Morgan Stanley
New York
$50.5M -$1.73M -246,962 -3%
Northern Trust
6
Northern Trust
Illinois
$42.6M -$449K -64,093 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.6M +$93.7K +13,385 +0.2%
BlackRock
8
BlackRock
New York
$35.8M +$1.1M +156,653 +3%
Marshall Wace
9
Marshall Wace
United Kingdom
$34.7M +$38.1M +5,438,010 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$26.9M -$680K -97,173 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$25.5M +$193K +27,615 +0.7%
TAM
12
Todd Asset Management
Kentucky
$24.1M +$366K +52,281 +1%
SC
13
Samlyn Capital
New York
$21.2M +$17.2M +2,461,133 +289%
Invesco
14
Invesco
Georgia
$20.5M +$22.4M +3,201,274 New
Millennium Management
15
Millennium Management
New York
$19.9M +$21.4M +3,063,472 +1,808%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$19.7M +$10.3M +1,473,452 +91%
SEI Investments
17
SEI Investments
Pennsylvania
$19.6M -$1.25M -178,317 -5%
RJA
18
Raymond James & Associates
Florida
$18.9M +$219K +31,308 +1%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$17.9M +$402K +57,499 +2%
TRSOTSOK
20
Teachers Retirement System of the State of Kentucky
Kentucky
$12.7M
AAIS
21
ABN AMRO Investment Solutions
$12.2M +$13.3M +1,905,000 New
BIP
22
Brandes Investment Partners
California
$11.4M +$11M +1,565,418 +694%
Stifel Financial
23
Stifel Financial
Missouri
$11.4M +$7.92M +1,131,909 +173%
HIG
24
Herr Investment Group
Texas
$9.91M +$10.8M +1,550,431 New
LP
25
LMR Partners
United Kingdom
$9.47M -$16.1M -2,303,468 -61%

MUFG Hedge Fund Activity: Q1 2023 in Review

288 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2023, worth a combined $1.41B — up 2% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MUFG positions and 28 closed out — a net gain of 21 holders — while 119 added to existing stakes and 87 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $38.1M. The largest seller was Jane Street, cutting an estimated $26.1M.

  • 288 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2023, up from 271 in Q4 2022.
  • Funds reported $1.41B of Mitsubishi UFJ Financial stock for Q1 2023, up 2% quarter-over-quarter.
  • 49 funds opened new Mitsubishi UFJ Financial positions in Q1 2023 and 28 closed out, a net change of +21 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2023 was Marshall Wace, an estimated $38.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2023 was Jane Street, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2023.