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Mizuho Financial

164 hedge funds and large institutions have $232M invested in Mizuho Financial in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 41

4% more capital invested

Capital invested by funds: $222M → $232M (+$9.33M)

0.16% less ownership

Funds ownership: 3.13%2.97% (-0.16%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 167164 (-3)

74% less call options, than puts

Call options by funds: $9K | Put options by funds: $34K

Holders
164
Holders Change
-3
Holders Change %
-1.8%
% of All Funds
2.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
80
Reduced
41
Closed
24
Calls
$9K
Puts
$34K
Net Calls
-$25K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$121K +$41.9K +14,112 +56%
SW
77
SVB Wealth
Massachusetts
$121K +$1.54K +520 +1%
SRC
78
Sage Rhino Capital
California
$119K +$14K +4,701 +14%
BFEC
79
Benjamin F. Edwards & Company
Missouri
$115K +$13.8K +4,659 +14%
Arrowstreet Capital
80
Arrowstreet Capital
Massachusetts
$111K +$107K +36,078 New
PA
81
Parallel Advisors
California
$103K +$445 +150 +0.4%
CG
82
Caprock Group
Idaho
$103K -$71.5K -24,104 -42%
IC
83
IEQ Capital
California
$101K -$2.75K -927 -3%
PWPS
84
Pinnacle Wealth Planning Services
Ohio
$99.3K -$18.1K -6,084 -16%
VFA
85
Valeo Financial Advisors
Indiana
$99K
EL
86
EWA LLC
Pennsylvania
$98.5K +$2.26K +761 +2%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$98.3K -$109K -36,577 -53%
AA
88
Addison Advisors
Vermont
$91.5K +$10.1K +3,392 +13%
Invesco
89
Invesco
Georgia
$85.6K -$517K -174,142 -86%
MWM
90
Merriman Wealth Management
Washington
$84K +$6.88K +2,320 +9%
FAFN
91
First Affirmative Financial Network
Colorado
$81.2K +$13.4K +4,517 +21%
SMA
92
Sage Mountain Advisors
Georgia
$80.9K
KP
93
Keel Point
Alabama
$78.9K +$3.63K +1,223 +5%
P
94
Pitcairn
Pennsylvania
$78.7K +$1.08K +364 +1%
PHS
95
Pekin Hardy Strauss
Illinois
$76.8K +$37.1K +12,500 +100%
BFG
96
Bleakley Financial Group
New Jersey
$69.5K +$12.4K +4,178 +23%
SS
97
Simplicity Solutions
Minnesota
$69.5K +$12.4K +4,178 +23%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$68.9K +$16.4K +5,534 +33%
PFO
99
Pathstone Family Office
New Jersey
$68.9K +$27.7K +9,338 +71%
BCI
100
Brinker Capital Investments
Pennsylvania
$66.8K -$4.45K -1,498 -6%

MFG Hedge Fund Activity: Q2 2023 in Review

164 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mizuho Financial (MFG) for Q2 2023, worth a combined $232M — up 4.2% from $222M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of MFG and 22 opened new positions — a net loss of 2 holders — while 41 trimmed existing stakes and 80 added.

The largest buyer was Fidelity Investments, adding an estimated $6.33M. The largest seller was Crossmark Global Holdings, cutting an estimated $11.6M.

  • 164 institutional investors held Mizuho Financial (MFG) as of Q2 2023, down from 167 in Q1 2023.
  • Funds reported $232M of Mizuho Financial stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 22 funds opened new Mizuho Financial positions in Q2 2023 and 24 closed out, a net change of -2 holders.
  • The largest Mizuho Financial buyer in Q2 2023 was Fidelity Investments, an estimated $6.33M added.
  • The largest Mizuho Financial seller in Q2 2023 was Crossmark Global Holdings, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2023.