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MDWT

Midwest Holding Inc. Common Stock

Delisted

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

25 hedge funds and large institutions have $27.7M invested in Midwest Holding Inc. Common Stock in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more capital invested

Capital invested by funds: $26.8M → $27.7M (+$900K)

0% more funds holding

Funds holding: 2525 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
25
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
2
Increased
5
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DMKJ
1
David M. Knott Jr
$10.2M
RJA
2
Raymond James & Associates
Florida
$2.82M -$86.7K -3,279 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.8M +$488K +18,433 +21%
PU
4
Petiole USA
New York
$2.6M
GI
5
Gradient Investments
Minnesota
$2.15M
CM
6
Crystalline Management
Canada
$1.67M +$610K +23,072 +56%
PCM
7
PenderFund Capital Management
British Columbia, Canada
$1.26M +$293K +11,060 +45%
E
8
Ergoteles
New York
$979K -$293K -11,085 -23%
LPL Financial
9
LPL Financial
California
$975K -$39.1K -1,480 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$604K -$8.49K -321 -1%
BlackRock
11
BlackRock
New York
$576K -$3.99K -151 -0.7%
RC
12
RBF Capital
California
$373K
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$315K +$1.32K +50 +0.4%
GS
14
GTS Securities
New York
$308K +$312K +11,787 New
Morgan Stanley
15
Morgan Stanley
New York
$67.4K -$23.6K -894 -26%
TRCT
16
Tower Research Capital (TRC)
New York
$4.55K +$2.78K +105 +152%
UBS Group
17
UBS Group
Switzerland
$3.35K -$31.5K -1,190 -90%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2K -$8.7K -329 -84%
NA
19
NewEdge Advisors
Louisiana
$1.86K
Wells Fargo
20
Wells Fargo
California
$497
Bank of America
21
Bank of America
North Carolina
$157
Osaic Holdings
22
Osaic Holdings
Arizona
$105
JP Morgan Chase
23
JP Morgan Chase
New York
$78 +$79 +3 New
PAI
24
Pittenger & Anderson Inc
Nebraska
$53
TC
25
Trium Capital
United Kingdom
-$1.83K -69,366 Closed

MDWT Hedge Fund Activity: Q3 2023 in Review

25 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in Midwest Holding Inc. Common Stock (MDWT) for Q3 2023, worth a combined $27.7M — up 3.4% from $26.8M a quarter earlier.

Fund positioning in MDWT was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 8 trimmed.

The largest buyer was Crystalline Management, adding an estimated $610K. The largest seller was Ergoteles, cutting an estimated $293K.

  • 25 institutional investors held Midwest Holding Inc. Common Stock (MDWT) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $27.7M of Midwest Holding Inc. Common Stock stock for Q3 2023, up 3.4% quarter-over-quarter.
  • 2 funds opened new Midwest Holding Inc. Common Stock positions in Q3 2023 and 2 closed out, a net change of 0 holders.
  • The largest Midwest Holding Inc. Common Stock buyer in Q3 2023 was Crystalline Management, an estimated $610K added.
  • The largest Midwest Holding Inc. Common Stock seller in Q3 2023 was Ergoteles, an estimated $293K sold.

Based on aggregated 13F filings for Q3 2023.