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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
OPS
101
Orion Portfolio Solutions
Nebraska
$66.8K -$4.45K -1,498 -6%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$66K -$3.88K -1,306 -6%
FOA
103
Five Oceans Advisors
California
$64.7K
SMA
104
Seven Mile Advisory
New Jersey
$63.3K +$61.2K +20,608 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$61.4K +$11.6K +3,923 +24%
WA
106
Wealthstream Advisors
New York
$56.5K +$22.1K +7,435 +68%
BIA
107
Barry Investment Advisors
Massachusetts
$55.9K +$294 +99 +0.5%
CAN
108
Cetera Advisor Networks
California
$53.6K +$51.9K +17,472 New
CCM
109
Coldstream Capital Management
Washington
$53.4K +$1.36K +458 +3%
Squarepoint
110
Squarepoint
New York
$52.5K +$50.7K +17,095 New
Ameriprise
111
Ameriprise
Minnesota
$51.7K +$9.85K +3,318 +25%
NRC
112
New Republic Capital
North Carolina
$51.5K +$1.84K +621 +4%
SIA
113
Schechter Investment Advisors
Michigan
$51.3K +$5.48K +1,846 +12%
Qube Research & Technologies (QRT)
114
Qube Research & Technologies (QRT)
United Kingdom
$51.2K +$16.4K +5,517 +49%
WCFA
115
Walkner Condon Financial Advisors
Wisconsin
$49.4K +$5.24K +1,765 +12%
KeyBank National Association
116
KeyBank National Association
Ohio
$46.5K +$2.85K +959 +7%
STA
117
Summit Trail Advisors
New York
$46.2K +$44.7K +15,057 New
Citigroup
118
Citigroup
New York
$45.3K +$4.92K +1,657 +13%
HWM
119
HB Wealth Management
Georgia
$44.8K
PA
120
PFG Advisors
Arizona
$43.8K
FIM
121
Freedom Investment Management
Connecticut
$41.2K +$39.9K +13,429 New
PCIG
122
Partners Capital Investment Group
Massachusetts
$41.1K +$39.8K +13,402 New
State Street
123
State Street
Massachusetts
$40.2K
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$39.5K +$38.2K +12,874 New
IC
125
Iconiq Capital
California
$33.6K +$68 +23 +0.2%

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.