We are live on ! Find out more
MDWT

Midwest Holding Inc. Common Stock
MDWT

Delisted

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

Back to rankings

16 hedge funds and large institutions have $13.1M invested in Midwest Holding Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

28% more capital invested

Capital invested by funds: $10.2M → $13.1M (+$2.85M)

11% less funds holding

Funds holding: 18 → 16 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
16
Holders Change
-2
Holders Change %
-11.11%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
3
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$384K
2
BlackRock
BlackRock
New York
+$3.44K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.18K
4
UBS Group
UBS Group
Switzerland
+$2.45K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$8K
2
NA
NewEdge Advisors
Louisiana
-$1.91K
3
PB
Pinnacle Bancorp
Nebraska
-$1K
4
Bank of America
Bank of America
North Carolina
-$50
Name Holding Trade Value Shares
Change 		Change in
Stake
DMKJ
1
David M. Knott Jr
$6.17M – – –
RJA
2
Raymond James & Associates
Florida
$1.77M +$384K +24,161 +27%
PU
3
Petiole USA
New York
$1.57M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.34M +$3.18K +200 +0.2%
GI
5
Gradient Investments
Minnesota
$1.3M – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$261K – – –
RC
7
RBF Capital
California
$227K – – –
BlackRock
8
BlackRock
New York
$222K +$3.44K +216 +2%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$189K – – –
Morgan Stanley
10
Morgan Stanley
New York
$11K – – –
NA
11
NewEdge Advisors
Louisiana
$2.81K -$1.91K -120 -40%
UBS Group
12
UBS Group
Switzerland
$2.43K +$2.45K +154 New
Wells Fargo
13
Wells Fargo
California
$284 – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$63 – – –
PAI
15
Pittenger & Anderson Inc
Nebraska
$32 – – –
TRCT
16
Tower Research Capital (TRC)
New York
– -$8K -639 Closed
PB
17
Pinnacle Bancorp
Nebraska
– -$1K -6 Closed
Bank of America
18
Bank of America
North Carolina
– -$50 -4 Closed

MDWT Hedge Fund Activity: Q1 2023 in Review

16 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Midwest Holding Inc. Common Stock (MDWT) for Q1 2023, worth a combined $13.1M — up 28% from $10.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MDWT and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.

The largest buyer was Raymond James & Associates, adding an estimated $384K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $8K sold.

  • 16 institutional investors held Midwest Holding Inc. Common Stock (MDWT) as of Q1 2023, down from 18 in Q4 2022.
  • Funds reported $13.1M of Midwest Holding Inc. Common Stock stock for Q1 2023, up 28% quarter-over-quarter.
  • 1 fund opened new Midwest Holding Inc. Common Stock positions in Q1 2023 and 3 closed out, a net change of -2 holders.
  • The largest Midwest Holding Inc. Common Stock buyer in Q1 2023 was Raymond James & Associates, an estimated $384K added.
  • The largest Midwest Holding Inc. Common Stock seller in Q1 2023 was Tower Research Capital (TRC), an estimated $8K sold.

Based on aggregated 13F filings for Q1 2023.