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Mitsubishi UFJ Financial

305 hedge funds and large institutions have $1.61B invested in Mitsubishi UFJ Financial in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 111 increasing their positions, 99 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,558% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $144K

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $1.41B → $1.61B (+$198M)

12% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 99

6% more funds holding

Funds holding: 288305 (+17)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 1.72%1.72% (+0%)

Holders
305
Holders Change
+17
Holders Change %
+5.9%
% of All Funds
4.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
43
Increased
111
Reduced
99
Closed
24
Calls
$22.5M
Puts
$144K
Net Calls
+$22.4M
Net Calls Change
+$8.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$545M -$9.51M -1,427,828 -2%
Bank of America
2
Bank of America
North Carolina
$138M +$15.9M +2,392,613 +15%
Goldman Sachs
3
Goldman Sachs
New York
$84.6M +$9.66M +1,451,108 +14%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$75.8M -$6.44M -967,435 -9%
Morgan Stanley
5
Morgan Stanley
New York
$57.4M -$745K -111,842 -1%
Northern Trust
6
Northern Trust
Illinois
$48M -$985K -147,899 -2%
BlackRock
7
BlackRock
New York
$44M +$2.38M +357,659 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$43.2M -$166K -24,934 -0.4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$32.4M +$8.72M +1,309,280 +42%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$31.6M +$1.99M +299,338 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.8M -$1.15M -172,090 -4%
Invesco
12
Invesco
Georgia
$29M +$4.85M +728,903 +23%
TAM
13
Todd Asset Management
Kentucky
$28M +$218K +32,716 +0.9%
Millennium Management
14
Millennium Management
New York
$23.4M -$404K -60,623 -2%
SEI Investments
15
SEI Investments
Pennsylvania
$22.1M -$443K -66,507 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.1M +$403K +60,513 +2%
RJA
17
Raymond James & Associates
Florida
$18.6M -$2.86M -429,034 -15%
Marshall Wace
18
Marshall Wace
United Kingdom
$17.5M -$20.4M -3,068,417 -56%
Jane Street
19
Jane Street
New York
$16.1M +$11.8M +1,778,040 +440%
BIP
20
Brandes Investment Partners
California
$15M +$1.63M +244,475 +14%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$14.7M
Stifel Financial
22
Stifel Financial
Missouri
$13.3M +$117K +17,546 +1%
Wells Fargo
23
Wells Fargo
California
$12.3M +$3.58M +538,098 +47%
AAIS
24
ABN AMRO Investment Solutions
$11.2M -$2.54M -382,000 -20%
Citigroup
25
Citigroup
New York
$10.8M +$2.62M +393,997 +37%

MUFG Hedge Fund Activity: Q2 2023 in Review

305 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2023, worth a combined $1.61B — up 14% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new MUFG positions and 24 closed out — a net gain of 19 holders — while 111 added to existing stakes and 99 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Samlyn Capital, exiting entirely with an estimated $21.2M sold.

  • 305 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2023, up from 288 in Q1 2023.
  • Funds reported $1.61B of Mitsubishi UFJ Financial stock for Q2 2023, up 14% quarter-over-quarter.
  • 43 funds opened new Mitsubishi UFJ Financial positions in Q2 2023 and 24 closed out, a net change of +19 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2023 was Bank of America, an estimated $15.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2023 was Samlyn Capital, an estimated $21.2M sold.

Based on aggregated 13F filings for Q2 2023.