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Mizuho Financial

174 hedge funds and large institutions have $261M invested in Mizuho Financial in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 78 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 45

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

13% more capital invested

Capital invested by funds: $232M → $261M (+$29.4M)

6% more funds holding

Funds holding: 164174 (+10)

0.03% more ownership

Funds ownership: 2.97%3% (+0.03%)

Holders
174
Holders Change
+10
Holders Change %
+6.1%
% of All Funds
2.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
78
Reduced
45
Closed
15
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$141K +$5.13K +1,542 +4%
IC
77
IEQ Capital
California
$136K +$22.7K +6,825 +21%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$135K +$17.2K +5,175 +16%
Marshall Wace
79
Marshall Wace
United Kingdom
$132K -$1.01M -303,176 -89%
PA
80
Parallel Advisors
California
$129K +$13.7K +4,135 +12%
FAFN
81
First Affirmative Financial Network
Colorado
$128K +$36.2K +10,881 +41%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$126K -$3.01K -905 -2%
SW
83
SVB Wealth
Massachusetts
$122K -$12.4K -3,740 -10%
AA
84
Addison Advisors
Vermont
$120K +$17.6K +5,295 +18%
EL
85
EWA LLC
Pennsylvania
$119K +$12K +3,605 +11%
CC
86
Centiva Capital
New York
$115K +$112K +33,607 New
GC
87
Guggenheim Capital
Illinois
$114K -$148K -44,522 -57%
VFA
88
Valeo Financial Advisors
Indiana
$112K +$1.56K +470 +1%
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$110K -$758 -228 -0.7%
HF
90
HRT Financial
New York
$105K -$51.8K -15,590 -34%
Ameriprise
91
Ameriprise
Minnesota
$96.3K +$37.4K +11,243 +67%
MWM
92
Merriman Wealth Management
Washington
$93.3K -$559 -168 -0.6%
P
93
Pitcairn
Pennsylvania
$93.3K +$5.24K +1,575 +6%
CG
94
Caprock Group
Idaho
$90.6K -$23.3K -7,017 -21%
SMA
95
Sage Mountain Advisors
Georgia
$90.4K
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$90K +$87.3K +26,243 New
KP
97
Keel Point
Alabama
$88.1K
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$87.7K +$85K +25,557 New
BCI
99
Brinker Capital Investments
Pennsylvania
$86.4K +$11.4K +3,421 +16%
OPS
100
Orion Portfolio Solutions
Nebraska
$86.4K +$11.4K +3,421 +16%

MFG Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Mizuho Financial (MFG) for Q3 2023, worth a combined $261M — up 13% from $232M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MFG positions and 15 closed out — a net gain of 10 holders — while 78 added to existing stakes and 45 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.01M. The largest seller was Envestnet Asset Management, cutting an estimated $2.88M.

  • 174 institutional investors held Mizuho Financial (MFG) as of Q3 2023, up from 164 in Q2 2023.
  • Funds reported $261M of Mizuho Financial stock for Q3 2023, up 13% quarter-over-quarter.
  • 25 funds opened new Mizuho Financial positions in Q3 2023 and 15 closed out, a net change of +10 holders.
  • The largest Mizuho Financial buyer in Q3 2023 was Fidelity Investments, an estimated $4.01M added.
  • The largest Mizuho Financial seller in Q3 2023 was Envestnet Asset Management, an estimated $2.88M sold.

Based on aggregated 13F filings for Q3 2023.