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Mitsubishi UFJ Financial

382 hedge funds and large institutions have $2.31B invested in Mitsubishi UFJ Financial in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $2.11M | Put options by funds: $694K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

87% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 31

37% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 113

20% more capital invested

Capital invested by funds: $1.92B → $2.31B (+$384M)

6% more funds holding

Funds holding: 360382 (+22)

0.02% more ownership

Funds ownership: 1.81%1.83% (+0.02%)

Holders
382
Holders Change
+22
Holders Change %
+6.11%
% of All Funds
5.5%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
58
Increased
155
Reduced
113
Closed
31
Calls
$2.11M
Puts
$694K
Net Calls
+$1.41M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$662M -$19.6M -2,029,885 -3%
Bank of America
2
Bank of America
North Carolina
$199M +$14.5M +1,502,674 +8%
Goldman Sachs
3
Goldman Sachs
New York
$133M +$14.5M +1,494,839 +13%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$119M -$1.04M -106,981 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$77.7M -$74.5M -7,700,410 -50%
Fisher Asset Management
6
Fisher Asset Management
Washington
$69.7M +$814K +84,164 +1%
Northern Trust
7
Northern Trust
Illinois
$69.4M +$2.13M +220,136 +3%
BlackRock
8
BlackRock
New York
$68.6M +$1.19M +123,062 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$60.2M +$136K +14,046 +0.2%
Chevy Chase Trust
10
Chevy Chase Trust
Maryland
$57.9M +$47M +4,855,722 +603%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$49M +$1.02M +105,225 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$44M +$4.34M +448,509 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$43.3M +$74.7K +7,721 +0.2%
TAM
14
Todd Asset Management
Kentucky
$41.4M +$3.62M +374,580 +10%
SEI Investments
15
SEI Investments
Pennsylvania
$31.2M +$852K +88,080 +3%
RJA
16
Raymond James & Associates
Florida
$24.8M -$844K -87,258 -3%
TRSOTSOK
17
Teachers Retirement System of the State of Kentucky
Kentucky
$24M +$3.92M +405,000 +21%
Stifel Financial
18
Stifel Financial
Missouri
$20.3M -$299K -30,940 -2%
Wells Fargo
19
Wells Fargo
California
$19.2M +$1.44M +148,713 +9%
BIP
20
Brandes Investment Partners
California
$18.8M -$5.52M -570,203 -24%
GAM
21
Groupama Asset Management
France
$18.7M +$17.9M +1,847,029 New
PFMOSF
22
Philadelphia Financial Management of San Francisco
California
$17.6M -$1.56M -160,886 -9%
American Century Companies
23
American Century Companies
Missouri
$16.1M +$968K +100,057 +7%
Invesco
24
Invesco
Georgia
$16M -$5.42M -560,648 -26%
HIG
25
Herr Investment Group
Texas
$14.4M +$3.8M +393,000 +39%

MUFG Hedge Fund Activity: Q1 2024 in Review

382 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q1 2024, worth a combined $2.31B — up 20% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MUFG positions and 31 closed out — a net gain of 27 holders — while 155 added to existing stakes and 113 trimmed.

The largest buyer was Chevy Chase Trust, adding an estimated $47M. The largest seller was Morgan Stanley, cutting an estimated $74.5M.

  • 382 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q1 2024, up from 360 in Q4 2023.
  • Funds reported $2.31B of Mitsubishi UFJ Financial stock for Q1 2024, up 20% quarter-over-quarter.
  • 58 funds opened new Mitsubishi UFJ Financial positions in Q1 2024 and 31 closed out, a net change of +27 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q1 2024 was Chevy Chase Trust, an estimated $47M added.
  • The largest Mitsubishi UFJ Financial seller in Q1 2024 was Morgan Stanley, an estimated $74.5M sold.

Based on aggregated 13F filings for Q1 2024.