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Mizuho Financial

90 hedge funds and large institutions have $170M invested in Mizuho Financial in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $8K | Put options by funds: $2K

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

11% more funds holding

Funds holding: 8190 (+9)

0.14% less ownership

Funds ownership: 1.03%0.89% (-0.14%)

9% less capital invested

Capital invested by funds: $186M → $170M (-$16.8M)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
25
Reduced
32
Closed
6
Calls
$8K
Puts
$2K
Net Calls
+$6K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$820K -$269K -63,753 -25%
Lazard Asset Management
27
Lazard Asset Management
New York
$621K -$190K -44,928 -24%
NA
28
Navellier & Associates
Nevada
$620K +$114K +26,994 +23%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$576K -$313K -74,096 -36%
Morgan Stanley
30
Morgan Stanley
New York
$504K +$264K +62,573 +118%
LNWWM
31
Laird Norton Wetherby Wealth Management
California
$479K +$1.54K +365 +0.3%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$417K +$90.4K +21,400 +29%
BA
33
Boston Advisors
Massachusetts
$414K +$93.4K +22,092 +30%
PI
34
Placemark Investments
Illinois
$374K +$362K +85,630 New
PVWM
35
Point View Wealth Management
New Jersey
$355K +$344K +81,370 New
IPC
36
Independent Portfolio Consultants
Florida
$343K -$42.4K -10,025 -11%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$337K +$327K +77,300 New
Bank of America
38
Bank of America
North Carolina
$327K -$1.21M -286,759 -79%
RBC
39
Ronald Blue & Co
Georgia
$264K -$6.66K -1,575 -3%
AP
40
Advisor Partners
California
$249K +$3.6K +853 +2%
SGAM
41
Smith Group Asset Management
Texas
$242K
JP Morgan Chase
42
JP Morgan Chase
New York
$219K +$73.9K +17,489 +54%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$195K -$14.5K -3,441 -7%
COI
44
Connable Office Inc
Michigan
$195K +$25.7K +6,070 +16%
Ameriprise
45
Ameriprise
Minnesota
$193K +$11.9K +2,822 +7%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$190K +$184K +43,565 New
CIP
47
Convergence Investment Partners
Florida
$187K -$27.9K -6,595 -13%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$171K +$167K +39,530 New
CRC
49
Curi RMB Capital
Illinois
$165K -$22.6K -5,352 -12%
Millennium Management
50
Millennium Management
New York
$160K +$73.5K +17,393 +90%

MFG Hedge Fund Activity: Q4 2013 in Review

90 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Mizuho Financial (MFG) for Q4 2013, worth a combined $170M — down 9% from $186M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MFG positions and 6 closed out — a net gain of 9 holders — while 25 added to existing stakes and 32 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.3M. The largest seller was ING Group, exiting entirely with an estimated $10.3M sold.

  • 90 institutional investors held Mizuho Financial (MFG) as of Q4 2013, up from 81 in Q3 2013.
  • Funds reported $170M of Mizuho Financial stock for Q4 2013, down 9% quarter-over-quarter.
  • 15 funds opened new Mizuho Financial positions in Q4 2013 and 6 closed out, a net change of +9 holders.
  • The largest Mizuho Financial buyer in Q4 2013 was Guggenheim Capital, an estimated $1.3M added.
  • The largest Mizuho Financial seller in Q4 2013 was ING Group, an estimated $10.3M sold.

Based on aggregated 13F filings for Q4 2013.