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MDWT

Midwest Holding Inc. Common Stock
MDWT

Delisted

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

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25 hedge funds and large institutions have $26.8M invested in Midwest Holding Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

105% more capital invested

Capital invested by funds: $13.1M → $26.8M (+$13.8M)

56% more funds holding

Funds holding: 16 → 25 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
7
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Trium Capital
United Kingdom
+$1.55M
2
E
Ergoteles
New York
+$1.09M
3
CM
Crystalline Management
Canada
+$917K
4
LPL Financial
LPL Financial
California
+$868K
5
PCM
PenderFund Capital Management
British Columbia, Canada
+$550K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$29K
2
NA
NewEdge Advisors
Louisiana
-$2.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
DMKJ
1
David M. Knott Jr
$10.3M – – –
RJA
2
Raymond James & Associates
Florida
$2.92M -$29K -1,294 -1%
PU
3
Petiole USA
New York
$2.62M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.34M +$93.4K +4,171 +5%
GI
5
Gradient Investments
Minnesota
$2.16M – – –
E
6
Ergoteles
New York
$1.3M +$1.09M +48,511 New
CM
7
Crystalline Management
Canada
$1.08M +$917K +40,963 New
LPL Financial
8
LPL Financial
California
$1.02M +$868K +38,778 New
PCM
9
PenderFund Capital Management
British Columbia, Canada
$871K +$550K +24,558 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$627K +$170K +7,594 +48%
BlackRock
11
BlackRock
New York
$583K +$181K +8,099 +58%
RC
12
RBF Capital
California
$375K – – –
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$316K +$1.12K +50 +0.4%
State Street
14
State Street
Massachusetts
$203K +$169K +7,572 New
Morgan Stanley
15
Morgan Stanley
New York
$91.4K +$62.2K +2,777 +400%
UBS Group
16
UBS Group
Switzerland
$34.7K +$26.1K +1,164 +756%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K +$8.77K +392 New
NA
18
NewEdge Advisors
Louisiana
$1.87K -$2.4K -107 -60%
TC
19
Trium Capital
United Kingdom
$1.83K +$1.55M +69,366 New
TRCT
20
Tower Research Capital (TRC)
New York
$1.82K +$1.54K +69 New
Wells Fargo
21
Wells Fargo
California
$500 +$22 +1 +6%
Bank of America
22
Bank of America
North Carolina
$158 +$134 +6 New
Osaic Holdings
23
Osaic Holdings
Arizona
$105 – – –
PAI
24
Pittenger & Anderson Inc
Nebraska
$53 – – –

MDWT Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Midwest Holding Inc. Common Stock (MDWT) for Q2 2023, worth a combined $26.8M — up 105% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MDWT positions and 0 closed out — a net gain of 9 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Trium Capital, opening a new position worth an estimated $1.55M. The largest seller was Raymond James & Associates, cutting an estimated $29K.

  • 25 institutional investors held Midwest Holding Inc. Common Stock (MDWT) as of Q2 2023, up from 16 in Q1 2023.
  • Funds reported $26.8M of Midwest Holding Inc. Common Stock stock for Q2 2023, up 105% quarter-over-quarter.
  • 9 funds opened new Midwest Holding Inc. Common Stock positions in Q2 2023 and 0 closed out, a net change of +9 holders.
  • The largest Midwest Holding Inc. Common Stock buyer in Q2 2023 was Trium Capital, an estimated $1.55M added.
  • The largest Midwest Holding Inc. Common Stock seller in Q2 2023 was Raymond James & Associates, an estimated $29K sold.

Based on aggregated 13F filings for Q2 2023.