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Mizuho Financial
MFG

167 hedge funds and large institutions have $222M invested in Mizuho Financial in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

121% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 38

16% more capital invested

Capital invested by funds: $192M → $222M (+$30.9M)

10% more funds holding

Funds holding: 152 → 167 (+15)

0.46% more ownership

Funds ownership: 2.67% → 3.13% (+0.46%)

90% less call options, than puts

Call options by funds: $12K | Put options by funds: $125K

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
84
Reduced
38
Closed
13
Calls
$12K
Puts
$125K
Net Calls
-$113K
Net Calls Change
-$152K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.95M
3
HIG
Herr Investment Group
Texas
+$3.07M
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.02M
5
Goldman Sachs
Goldman Sachs
New York
+$2.12M

Top Sellers

1
CIM
Cowen Investment Management
New York
-$2.84M
2
Millennium Management
Millennium Management
New York
-$1.38M
3
CSS
Cubist Systematic Strategies
Connecticut
-$764K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$635K
5
XC
XY Capital
Hong Kong
-$588K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
26
First Trust Direct Indexing
Massachusetts
$997K +$43.6K +14,255 +4%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$984K -$219K -71,521 -17%
FFM
28
Forum Financial Management
Illinois
$814K +$128 +42 +0%
API
29
Advisor Partners II
California
$798K +$94.7K +30,955 +12%
M&T Bank
30
M&T Bank
New York
$685K +$146K +47,642 +24%
Creative Planning
31
Creative Planning
Kansas
$634K +$376K +123,066 +121%
YCM
32
Yousif Capital Management
Michigan
$598K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$587K -$18K -5,880 -3%
Invesco
34
Invesco
Georgia
$570K -$107K -35,144 -15%
VPIM
35
Vanguard Personalized Indexing Management
California
$564K +$52.1K +17,022 +9%
EI
36
Ethic Inc
New York
$546K +$483K +158,013 +444%
Corient Private Wealth
37
Corient Private Wealth
Florida
$525K +$204K +66,543 +56%
II
38
Inspire Investing
Idaho
$515K +$559K +182,740 New
Bank of America
39
Bank of America
North Carolina
$497K +$53.8K +17,607 +11%
NW
40
Naviter Wealth
Arkansas
$471K +$510K +166,849 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$422K +$12.5K +4,095 +3%
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$419K +$50.9K +16,658 +13%
CFM
43
Capricorn Fund Managers
United Kingdom
$390K -$116K -37,798 -21%
Citadel Advisors
44
Citadel Advisors
Florida
$373K -$212K -69,475 -34%
S
45
SignatureFD
Georgia
$319K +$35.5K +11,610 +11%
SFA
46
Sequoia Financial Advisors
Ohio
$290K +$57.3K +18,736 +22%
AAM
47
Advisors Asset Management
Colorado
$289K -$596 -195 -0.2%
AA
48
AlphaQ Advisors
Florida
$283K +$307K +100,385 New
WFI
49
West Family Investments
California
$275K -$26.1K -8,525 -8%
LG
50
Leuthold Group
Minnesota
$271K -$16.6K -5,420 -5%
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MFG Hedge Fund Activity: Q1 2023 in Review

167 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mizuho Financial (MFG) for Q1 2023, worth a combined $222M — up 16% from $192M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MFG positions and 13 closed out — a net gain of 16 holders — while 84 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.4M. The largest seller was Cowen Investment Management, exiting entirely with an estimated $2.84M sold.

  • 167 institutional investors held Mizuho Financial (MFG) as of Q1 2023, up from 152 in Q4 2022.
  • Funds reported $222M of Mizuho Financial stock for Q1 2023, up 16% quarter-over-quarter.
  • 29 funds opened new Mizuho Financial positions in Q1 2023 and 13 closed out, a net change of +16 holders.
  • The largest Mizuho Financial buyer in Q1 2023 was Fidelity Investments, an estimated $18.4M added.
  • The largest Mizuho Financial seller in Q1 2023 was Cowen Investment Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2023.