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Mitsubishi UFJ Financial

360 hedge funds and large institutions have $1.92B invested in Mitsubishi UFJ Financial in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 85 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $156K | Put options by funds: $59K

103% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 37

85% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 85

10% more funds holding

Funds holding: 328360 (+32)

8% more capital invested

Capital invested by funds: $1.78B → $1.92B (+$138M)

0.15% more ownership

Funds ownership: 1.66%1.81% (+0.15%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
360
Holders Change
+32
Holders Change %
+9.76%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
75
Increased
157
Reduced
85
Closed
37
Calls
$156K
Puts
$59K
Net Calls
+$97K
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$575M -$31.1M -3,688,913 -5%
Bank of America
2
Bank of America
North Carolina
$155M -$11.2M -1,329,063 -7%
Morgan Stanley
3
Morgan Stanley
New York
$132M +$63.7M +7,551,436 +98%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$101M +$6.14M +727,837 +7%
Goldman Sachs
5
Goldman Sachs
New York
$99.1M +$973K +115,364 +1%
Fisher Asset Management
6
Fisher Asset Management
Washington
$58M +$56.8M +6,730,968 New
BlackRock
7
BlackRock
New York
$56.7M +$3.04M +359,901 +6%
Northern Trust
8
Northern Trust
Illinois
$56.5M +$341K +40,417 +0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$50.6M +$453K +53,757 +0.9%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$40.4M +$1.77M +210,174 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$36.4M +$3.49M +413,540 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.2M +$1.62M +191,953 +5%
TAM
13
Todd Asset Management
Kentucky
$31.6M -$663K -78,599 -2%
SEI Investments
14
SEI Investments
Pennsylvania
$25.5M +$1.99M +236,360 +9%
RJA
15
Raymond James & Associates
Florida
$21.6M -$128K -15,117 -0.6%
BIP
16
Brandes Investment Partners
California
$20.8M +$6.1M +722,644 +43%
Invesco
17
Invesco
Georgia
$18.3M -$5.36M -635,179 -23%
Stifel Financial
18
Stifel Financial
Missouri
$17.3M +$698K +82,732 +4%
TRSOTSOK
19
Teachers Retirement System of the State of Kentucky
Kentucky
$16.7M -$464K -55,000 -3%
PFMOSF
20
Philadelphia Financial Management of San Francisco
California
$16.2M +$1.14M +135,575 +8%
Wells Fargo
21
Wells Fargo
California
$14.9M +$911K +108,026 +7%
American Century Companies
22
American Century Companies
Missouri
$12.7M +$1.2M +142,263 +11%
Millennium Management
23
Millennium Management
New York
$10.2M +$3.91M +462,920 +64%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$8.78M +$2.53M +299,999 +42%
HIG
25
Herr Investment Group
Texas
$8.76M -$1.38M -163,886 -14%

MUFG Hedge Fund Activity: Q4 2023 in Review

360 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q4 2023, worth a combined $1.92B — up 7.7% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new MUFG positions and 37 closed out — a net gain of 38 holders — while 157 added to existing stakes and 85 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $63.7M. The largest seller was Aristotle Capital Management, cutting an estimated $31.1M.

  • 360 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q4 2023, up from 328 in Q3 2023.
  • Funds reported $1.92B of Mitsubishi UFJ Financial stock for Q4 2023, up 7.7% quarter-over-quarter.
  • 75 funds opened new Mitsubishi UFJ Financial positions in Q4 2023 and 37 closed out, a net change of +38 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q4 2023 was Morgan Stanley, an estimated $63.7M added.
  • The largest Mitsubishi UFJ Financial seller in Q4 2023 was Aristotle Capital Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2023.