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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$78K +$3.64K +1,095 +5%
Invesco
102
Invesco
Georgia
$73.5K -$21.5K -6,457 -23%
FOA
103
Five Oceans Advisors
California
$72.3K +$7 +2 +0%
BFG
104
Bleakley Financial Group
New Jersey
$71.9K -$5.55K -1,668 -7%
SS
105
Simplicity Solutions
Minnesota
$71.9K -$5.55K -1,668 -7%
SMA
106
Seven Mile Advisory
New Jersey
$70.7K
CAN
107
Cetera Advisor Networks
California
$70.3K +$10.1K +3,034 +17%
WCFA
108
Walkner Condon Financial Advisors
Wisconsin
$67.9K +$12.3K +3,695 +23%
WA
109
Wealthstream Advisors
New York
$67.7K +$4.51K +1,356 +7%
X
110
Xponance
Pennsylvania
$65.1K +$63.1K +18,986 New
SIA
111
Schechter Investment Advisors
Michigan
$64.5K +$7.04K +2,116 +13%
CCM
112
Coldstream Capital Management
Washington
$64.1K +$4.3K +1,294 +7%
FLPIM
113
F.L. Putnam Investment Management
Massachusetts
$62.8K +$18.1K +5,433 +42%
BIA
114
Barry Investment Advisors
Massachusetts
$61.5K -$855 -257 -1%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$60.3K -$16.2K -4,882 -22%
CGL
116
Clarius Group LLC
Washington
$58.2K +$56.5K +16,982 New
Citigroup
117
Citigroup
New York
$57.5K +$6.69K +2,011 +14%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$57.2K -$341K -102,512 -86%
CIA
119
Choate Investment Advisors
Massachusetts
$54.4K +$52.7K +15,852 New
KeyBank National Association
120
KeyBank National Association
Ohio
$52.9K +$894 +269 +2%
AWM
121
Aprio Wealth Management
Georgia
$49.6K +$48K +14,449 New
HWM
122
HB Wealth Management
Georgia
$49.5K -$449 -135 -0.9%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$49.3K -$7.63K -2,294 -14%
NRC
124
New Republic Capital
North Carolina
$47.1K -$10K -3,007 -18%
State Street
125
State Street
Massachusetts
$44.9K

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.