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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
Lido Advisors
126
Lido Advisors
California
$44.9K +$43.5K +13,086 New
RWM
127
Ritholtz Wealth Management
New York
$44.1K +$42.8K +12,861 New
PCIG
128
Partners Capital Investment Group
Massachusetts
$42.9K -$3.02K -907 -7%
WPW
129
Waldron Private Wealth
Pennsylvania
$40.4K +$39.2K +11,785 New
Baird Financial Group
130
Baird Financial Group
Wisconsin
$39.7K +$38.5K +11,582 New
IC
131
Iconiq Capital
California
$38.4K +$831 +250 +2%
Envestnet Portfolio Solutions
132
Envestnet Portfolio Solutions
Illinois
$37.3K +$36.1K +10,868 New
AIA
133
Alera Investment Advisors
Illinois
$36.5K -$535 -161 -1%
LC
134
Lindbrook Capital
California
$36.3K +$3.6K +1,082 +11%
Truist Financial
135
Truist Financial
North Carolina
$36.2K +$352 +106 +1%
GWS
136
Glassman Wealth Services
Virginia
$35.4K +$5.25K +1,579 +18%
SEI Investments
137
SEI Investments
Pennsylvania
$35.3K +$34.2K +10,281 New
TC
138
TownSquare Capital
Utah
$34.4K +$33.4K +10,043 New
AGC
139
Aspen Grove Capital
Colorado
$34.4K +$33.3K +10,023 New
MIC
140
Meridian Investment Counsel
California
$34.3K
ISL
141
Ingalls & Snyder LLC
New York
$34K +$33.3K +10,000 New
UBS Group
142
UBS Group
Switzerland
$33.4K -$1.56K -468 -5%
Axa
143
Axa
France
$30K
UB
144
UMB Bank
Missouri
$29.2K
EWA
145
EverSource Wealth Advisors
Alabama
$26.7K -$539 -162 -2%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$24.8K
BAAM
147
Baker Avenue Asset Management
California
$23.6K
BTI
148
Blue Trust Inc
Georgia
$21K +$6.87K +2,066 +46%
ZB
149
Zions Bancorporation
Utah
$20K +$2.36K +710 +14%
MCM
150
Manchester Capital Management
Vermont
$19.1K

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.