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Mitsubishi UFJ Financial

328 hedge funds and large institutions have $1.78B invested in Mitsubishi UFJ Financial in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 123 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,139% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $62K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

96% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 24

13% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 109

11% more capital invested

Capital invested by funds: $1.61B → $1.78B (+$176M)

8% more funds holding

Funds holding: 305328 (+23)

0.06% less ownership

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

Holders
328
Holders Change
+23
Holders Change %
+7.54%
% of All Funds
5.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
47
Increased
123
Reduced
109
Closed
24
Calls
$4.49M
Puts
$62K
Net Calls
+$4.43M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$598M -$27.7M -3,472,060 -5%
Bank of America
2
Bank of America
North Carolina
$164M +$5.12M +641,875 +3%
Goldman Sachs
3
Goldman Sachs
New York
$96.7M -$668K -83,723 -0.7%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$93.9M +$6.17M +773,830 +8%
Morgan Stanley
5
Morgan Stanley
New York
$65.7M -$410K -51,373 -0.7%
Northern Trust
6
Northern Trust
Illinois
$55.4M +$35.2K +4,410 +0.1%
BlackRock
7
BlackRock
New York
$52.9M +$2.08M +261,244 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$49.4M -$296K -37,120 -0.6%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$38M +$1.51M +188,668 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$32.4M -$1.82M -228,291 -6%
TAM
11
Todd Asset Management
Kentucky
$31.8M -$376K -47,170 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$31.1M +$6.44M +806,728 +28%
Invesco
13
Invesco
Georgia
$23.4M -$9.34M -1,171,131 -30%
SEI Investments
14
SEI Investments
Pennsylvania
$23.2M -$2.14M -267,976 -9%
RJA
15
Raymond James & Associates
Florida
$21.4M -$20.3K -2,544 -0.1%
CFM
16
Capricorn Fund Managers
United Kingdom
$19.9M +$10.2M +1,273,966 +119%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$16.9M
Stifel Financial
18
Stifel Financial
Missouri
$16.4M +$1.01M +127,185 +7%
PFMOSF
19
Philadelphia Financial Management of San Francisco
California
$14.8M +$13.9M +1,741,504 New
BIP
20
Brandes Investment Partners
California
$14.3M -$2.77M -347,030 -17%
Wells Fargo
21
Wells Fargo
California
$13.8M -$391K -49,023 -3%
American Century Companies
22
American Century Companies
Missouri
$11.3M +$588K +73,703 +6%
HIG
23
Herr Investment Group
Texas
$10M -$20.5K -2,574 -0.2%
XC
24
XY Capital
Hong Kong
$9.5M +$6.27M +785,552 +235%
AAIS
25
ABN AMRO Investment Solutions
$8.24M -$4.41M -552,800 -36%

MUFG Hedge Fund Activity: Q3 2023 in Review

328 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q3 2023, worth a combined $1.78B — up 11% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MUFG positions and 24 closed out — a net gain of 23 holders — while 123 added to existing stakes and 109 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $13.9M. The largest seller was Wellington Management Group, exiting entirely with an estimated $32.4M sold.

  • 328 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q3 2023, up from 305 in Q2 2023.
  • Funds reported $1.78B of Mitsubishi UFJ Financial stock for Q3 2023, up 11% quarter-over-quarter.
  • 47 funds opened new Mitsubishi UFJ Financial positions in Q3 2023 and 24 closed out, a net change of +23 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q3 2023 was Philadelphia Financial Management of San Francisco, an estimated $13.9M added.
  • The largest Mitsubishi UFJ Financial seller in Q3 2023 was Wellington Management Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q3 2023.