Mizuho Financial
MFG
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.
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: 167 → 164 (-3)
74% less call options, than puts
Call options by funds: $9K | Put options by funds: $34K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.33M |
| 2 |
Morgan Stanley
New York
|
+$2.49M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.47M |
| 4 |
BlackRock
New York
|
+$1.06M |
| 5 |
Renaissance Technologies
New York
|
+$1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$11.6M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$3.31M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.07M |
| 4 |
HIG
Herr Investment Group
Austin,
Texas
|
-$2.83M |
| 5 |
Millennium Management
New York
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGL
176
Clarius Group LLC
Seattle,
Washington
| – | -$50.7K | -17,983 | Closed |
|
|
HHGA
177
Halbert Hargrove Global Advisors
Long Beach,
California
| – | -$40.7K | -14,438 | Closed |
|
|
WPW
178
Waldron Private Wealth
Bridgeville,
Pennsylvania
| – | -$28.6K | -10,140 | Closed |
|
|
SSG
179
Summit Securities Group
New York
| – | -$28K | -10,000 | Closed |
|
|
AF
180
Advisornet Financial
Minnetonka,
Minnesota
| – | -$15.3K | -5,424 | Closed |
|
|
SSC
181
Syverson Strege & Co
West Des Moines,
Iowa
| – | -$10.5K | -3,734 | Closed |
|
|
BAM
182
Belpointe Asset Management
Reno,
Nevada
| – | -$8.88K | -3,150 | Closed |
|
|
TRCT
183
Tower Research Capital (TRC)
New York
| – | -$5K | -1,634 | Closed |
|
|
SC
184
Schubert & Co
Mckinney,
Texas
| – | -$2.55K | -904 | Closed |
|
|
ASN
185
Advisory Services Network
Atlanta,
Georgia
| – | -$846 | -300 | Closed |
|
186
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$649 | -230 | Closed |
|
|
TWA
187
TCI Wealth Advisors
Tucson,
Arizona
| – | -$423 | -150 | Closed |
|
|
BG
188
Bollard Group
Boston,
Massachusetts
| – | +$353 | +119 | New |
|
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.