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MDWT

Midwest Holding Inc. Common Stock

Delisted

MDWT was delisted on the 20th of December, 2023.

21 hedge funds and large institutions have $15.9M invested in Midwest Holding Inc. Common Stock in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

13% less funds holding

Funds holding: 2421 (-3)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

60% less capital invested

Capital invested by funds: $40.2M → $15.9M (-$24.3M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
4
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DMKJ
1
David M. Knott Jr
$4.28M +$6.72M +243,937 New
Wellington Management Group
2
Wellington Management Group
Massachusetts
$4.14M -$171K -6,205 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.93M +$14.7K +535 +0.5%
PU
4
Petiole USA
New York
$1.75M +$2.74M +99,594 New
GI
5
Gradient Investments
Minnesota
$1.44M
RJA
6
Raymond James & Associates
Florida
$724K +$1.13M +41,219 New
Deutsche Bank
7
Deutsche Bank
Germany
$353K
Millennium Management
8
Millennium Management
New York
$317K -$725K -26,350 -59%
FWM
9
Frontier Wealth Management
Missouri
$305K +$13.8K +500 +3%
BlackRock
10
BlackRock
New York
$251K +$208K +7,541 +111%
RC
11
RBF Capital
California
$250K -$8.26K -300 -2%
Optiver Holding
12
Optiver Holding
Netherlands
$97K
UBS Group
13
UBS Group
Switzerland
$21K +$33.2K +1,206 New
TRCT
14
Tower Research Capital (TRC)
New York
$20K +$28.7K +1,044 +1,160%
Morgan Stanley
15
Morgan Stanley
New York
$4K -$743 -27 -12%
CSC
16
Cove Street Capital
California
$3K +$5.37K +195 New
PB
17
Pinnacle Bancorp
Nebraska
$1K
Bank of America
18
Bank of America
North Carolina
$1K +$853 +31 New
DCM
19
Driehaus Capital Management
Illinois
-$4.01M -103,060 Closed
CI
20
Conning Inc
Connecticut
-$2.33M -60,000 Closed
KCM
21
Kennedy Capital Management
Missouri
-$2.15M -55,141 Closed
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.23M -31,661 Closed
GC
23
Gillson Capital
Illinois
-$1.21M -30,984 Closed
IP
24
Interval Partners
New York
-$927K -23,824 Closed
SSA
25
Schonfeld Strategic Advisors
New York
-$389K -10,000 Closed

MDWT Hedge Fund Activity: Q4 2021 in Review

21 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Midwest Holding Inc. Common Stock (MDWT) for Q4 2021, worth a combined $15.9M — down 60% from $40.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MDWT and 6 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.13M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $4.01M sold.

  • 21 institutional investors held Midwest Holding Inc. Common Stock (MDWT) as of Q4 2021, down from 24 in Q3 2021.
  • Funds reported $15.9M of Midwest Holding Inc. Common Stock stock for Q4 2021, down 60% quarter-over-quarter.
  • 6 funds opened new Midwest Holding Inc. Common Stock positions in Q4 2021 and 8 closed out, a net change of -2 holders.
  • The largest Midwest Holding Inc. Common Stock buyer in Q4 2021 was Raymond James & Associates, an estimated $1.13M added.
  • The largest Midwest Holding Inc. Common Stock seller in Q4 2021 was Driehaus Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q4 2021.