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Mitsubishi UFJ Financial

406 hedge funds and large institutions have $2.86B invested in Mitsubishi UFJ Financial in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 163 increasing their positions, 125 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

61% more call options, than puts

Call options by funds: $734K | Put options by funds: $456K

30% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 125

24% more capital invested

Capital invested by funds: $2.31B → $2.86B (+$551M)

6% more funds holding

Funds holding: 382406 (+24)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 1.83%1.83% (+0%)

Holders
406
Holders Change
+24
Holders Change %
+6.28%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
163
Reduced
125
Closed
23
Calls
$734K
Puts
$456K
Net Calls
+$278K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Aristotle Capital Management
1
Aristotle Capital Management
California
$695M -$3.87M -381,146 -0.6%
GAM
2
Groupama Asset Management
France
$438M +$1M +98,663 +5%
Bank of America
3
Bank of America
North Carolina
$225M +$14.1M +1,394,025 +7%
Natixis Advisors
4
Natixis Advisors
Massachusetts
$130M +$3.84M +379,105 +3%
Goldman Sachs
5
Goldman Sachs
New York
$129M -$11.1M -1,095,553 -8%
Morgan Stanley
6
Morgan Stanley
New York
$80.4M -$1.54M -151,384 -2%
Northern Trust
7
Northern Trust
Illinois
$74.9M +$1.57M +154,669 +2%
BlackRock
8
BlackRock
New York
$74.9M +$2.27M +223,941 +3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$73.3M -$296K -29,231 -0.4%
Chevy Chase Trust
10
Chevy Chase Trust
Maryland
$63.5M +$2.21M +217,799 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$61.4M -$2.05M -202,189 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$55.7M +$3.68M +363,033 +8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$48M +$1.38M +135,773 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$45.1M -$608K -59,915 -1%
TAM
15
Todd Asset Management
Kentucky
$43.9M +$204K +20,066 +0.5%
SEI Investments
16
SEI Investments
Pennsylvania
$35.1M +$1.99M +195,882 +6%
RJA
17
Raymond James & Associates
Florida
$27.3M +$1.06M +104,256 +4%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$25.3M
Wells Fargo
19
Wells Fargo
California
$21.2M +$840K +82,798 +4%
Stifel Financial
20
Stifel Financial
Missouri
$21.2M -$206K -20,300 -1%
American Century Companies
21
American Century Companies
Missouri
$18M +$980K +96,645 +6%
HIG
22
Herr Investment Group
Texas
$15.2M
Invesco
23
Invesco
Georgia
$14.7M -$2.09M -206,283 -13%
BIP
24
Brandes Investment Partners
California
$14.2M -$5.09M -501,406 -27%
TIM
25
Thornburg Investment Management
New Mexico
$12M +$6.8M +670,787 +154%

MUFG Hedge Fund Activity: Q2 2024 in Review

406 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mitsubishi UFJ Financial (MUFG) for Q2 2024, worth a combined $2.86B — up 24% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MUFG positions and 23 closed out — a net gain of 30 holders — while 163 added to existing stakes and 125 trimmed.

The largest buyer was Bank of America, adding an estimated $14.1M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 406 institutional investors held Mitsubishi UFJ Financial (MUFG) as of Q2 2024, up from 382 in Q1 2024.
  • Funds reported $2.86B of Mitsubishi UFJ Financial stock for Q2 2024, up 24% quarter-over-quarter.
  • 53 funds opened new Mitsubishi UFJ Financial positions in Q2 2024 and 23 closed out, a net change of +30 holders.
  • The largest Mitsubishi UFJ Financial buyer in Q2 2024 was Bank of America, an estimated $14.1M added.
  • The largest Mitsubishi UFJ Financial seller in Q2 2024 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2024.