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Mizuho Financial

209 hedge funds and large institutions have $349M invested in Mizuho Financial in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 98 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

113% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 46

34% more capital invested

Capital invested by funds: $261M → $349M (+$88.3M)

20% more funds holding

Funds holding: 174209 (+35)

1% more ownership

Funds ownership: 3%4% (+1%)

97% less call options, than puts

Call options by funds: $2K | Put options by funds: $60K

Holders
209
Holders Change
+35
Holders Change %
+20.11%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
46
Increased
98
Reduced
46
Closed
9
Calls
$2K
Puts
$60K
Net Calls
-$58K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
76
Park Avenue Securities
New York
$181K -$146K -42,896 -45%
CCA
77
Checchi Capital Advisers
California
$176K -$7.08K -2,082 -4%
Franklin Resources
78
Franklin Resources
California
$171K +$29.4K +8,650 +21%
Osaic Holdings
79
Osaic Holdings
Arizona
$171K -$94.9K -27,932 -36%
SAM
80
Smartleaf Asset Management
Massachusetts
$168K +$165K +48,497 New
WRPWM
81
Werba Rubin Papier Wealth Management
California
$161K -$10.3K -3,044 -6%
AWM
82
Apollon Wealth Management
South Carolina
$158K +$156K +45,953 New
SCP
83
Sivia Capital Partners
California
$158K +$156K +45,913 New
JP Morgan Chase
84
JP Morgan Chase
New York
$154K -$130K -38,334 -46%
SW
85
SVB Wealth
Massachusetts
$151K +$28.5K +8,395 +24%
SRC
86
Sage Rhino Capital
California
$149K +$4.57K +1,346 +3%
IC
87
IEQ Capital
California
$147K +$10.5K +3,077 +8%
PCIA
88
Prime Capital Investment Advisors
Kansas
$141K +$140K +41,119 New
CGL
89
Clarius Group LLC
Washington
$139K +$79.8K +23,488 +138%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$134K +$5.03K +1,481 +4%
EL
91
EWA LLC
Pennsylvania
$132K -$829 -244 -0.7%
AA
92
Addison Advisors
Vermont
$129K +$7.97K +2,347 +7%
PA
93
Parallel Advisors
California
$128K -$1.16K -342 -0.9%
CG
94
Caprock Group
Idaho
$126K +$35.2K +10,350 +39%
FAFN
95
First Affirmative Financial Network
Colorado
$125K -$2.91K -856 -2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$124K -$63.6K -18,719 -34%
BCM
97
Barometer Capital Management
Ontario, Canada
$123K +$122K +35,800 New
Ameriprise
98
Ameriprise
Minnesota
$120K +$22.8K +6,706 +24%
VFA
99
Valeo Financial Advisors
Indiana
$115K +$2.02K +594 +2%
PWPS
100
Pinnacle Wealth Planning Services
Ohio
$111K +$153 +45 +0.1%

MFG Hedge Fund Activity: Q4 2023 in Review

209 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mizuho Financial (MFG) for Q4 2023, worth a combined $349M — up 34% from $261M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new MFG positions and 9 closed out — a net gain of 37 holders — while 98 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $71.5M. The largest seller was Silvercrest Asset Management, exiting entirely with an estimated $1.04M sold.

  • 209 institutional investors held Mizuho Financial (MFG) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $349M of Mizuho Financial stock for Q4 2023, up 34% quarter-over-quarter.
  • 46 funds opened new Mizuho Financial positions in Q4 2023 and 9 closed out, a net change of +37 holders.
  • The largest Mizuho Financial buyer in Q4 2023 was Morgan Stanley, an estimated $71.5M added.
  • The largest Mizuho Financial seller in Q4 2023 was Silvercrest Asset Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2023.