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Mizuho Financial

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: 152167 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
51
Morningstar Investment Services
Illinois
$257K +$18.4K +6,005 +7%
GCM
52
Gallacher Capital Management
Colorado
$253K +$28.7K +9,393 +12%
ECM
53
Evergreen Capital Management
Washington
$250K +$4.89K +1,600 +2%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$241K +$29.8K +9,756 +13%
Charles Schwab
55
Charles Schwab
California
$233K +$92K +30,085 +57%
VCWA
56
Vanguard Capital Wealth Advisors
Colorado
$229K -$115K -37,590 -32%
QCG
57
Quadrant Capital Group
Ohio
$226K +$9.8K +3,206 +4%
GC
58
Guggenheim Capital
Illinois
$222K -$80.2K -26,214 -25%
BL
59
Balentine LLC
Georgia
$213K -$1.03K -337 -0.4%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$194K +$20.2K +6,602 +11%
JP Morgan Chase
61
JP Morgan Chase
New York
$171K +$30.7K +10,034 +20%
XC
62
XY Capital
Hong Kong
$168K -$588K -192,228 -76%
GT
63
Greenleaf Trust
Michigan
$165K +$54.6K +17,855 +44%
CG
64
Caprock Group
Idaho
$162K +$176K +57,540 New
KIA
65
KLR Investment Advisors
Rhode Island
$161K +$91.1K +29,792 +109%
Osaic Holdings
66
Osaic Holdings
Arizona
$153K +$42.2K +13,791 +34%
GT
67
Glenmede Trust
Pennsylvania
$152K +$6.34K +2,074 +4%
MML Investors Services
68
MML Investors Services
Massachusetts
$151K -$2.04K -668 -1%
SSA
69
Schonfeld Strategic Advisors
New York
$150K -$106K -34,600 -39%
CCA
70
Checchi Capital Advisers
California
$137K +$2.35K +768 +2%
DWT
71
Dorsey & Whitney Trust
South Dakota
$131K +$5.93K +1,939 +4%
LSAG
72
Lake Street Advisors Group
New Hampshire
$127K -$4.22K -1,380 -3%
VIA
73
Vident Investment Advisory
Georgia
$126K +$43.4K +14,197 +47%
WRPWM
74
Werba Rubin Papier Wealth Management
California
$126K -$8.93K -2,919 -6%
RJA
75
Raymond James & Associates
Florida
$123K -$88.2K -28,846 -40%

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.