We are live on ! Find out more
MOFG

MidWestOne Financial Group
MOFG

Delisted

MOFG was delisted on the 13th of February, 2026.

Back to rankings

80 hedge funds and large institutions have $186M invested in MidWestOne Financial Group in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 18

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

4% more funds holding

Funds holding: 77 → 80 (+3)

1.84% more ownership

Funds ownership: 43.91% → 45.75% (+1.8%)

1% less capital invested

Capital invested by funds: $188M → $186M (-$2.04M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
31
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$5.58M
2
RA
Royce & Associates
New York
+$2.27M
3
IA
IndexIQ Advisors
New York
+$2M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.4M
5
SCM
Sterling Capital Management
North Carolina
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$5.06M
2
Stifel Financial
Stifel Financial
Missouri
-$2.34M
3
Millennium Management
Millennium Management
New York
-$1.96M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.1M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$875K
Name Holding Trade Value Shares
Change 		Change in
Stake
Hotchkis & Wiley Capital Management
26
Hotchkis & Wiley Capital Management
California
$1.57M +$7.69K +233 +0.5%
PRCP
27
Pacific Ridge Capital Partners
Oregon
$1.43M -$32.4K -980 -2%
Wells Fargo
28
Wells Fargo
California
$1.42M +$14.3K +434 +1%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.38M -$45K -1,363 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.29M +$167K +5,057 +15%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.14M +$232K +7,034 +26%
TCIM
32
TIAA CREF Investment Management
New York
$983K +$83.9K +2,541 +9%
MSL
33
Mackay Shields LLC
New York
$931K +$923K +27,955 New
Morgan Stanley
34
Morgan Stanley
New York
$913K -$47K -1,422 -5%
Two Sigma Investments
35
Two Sigma Investments
New York
$900K -$38.1K -1,155 -4%
MPAM
36
Monarch Partners Asset Management
Massachusetts
$817K +$290K +8,790 +56%
OAM
37
Oxford Asset Management
United Kingdom
$815K +$136K +4,124 +20%
Deutsche Bank
38
Deutsche Bank
Germany
$799K -$1.1M -33,288 -58%
JIC
39
Johnson Investment Counsel
Ohio
$794K +$788K +23,870 New
Charles Schwab
40
Charles Schwab
California
$735K – – –
TA
41
Teachers Advisors
New York
$656K – – –
AL
42
AJO LP
Pennsylvania
$623K +$618K +18,719 New
Invesco
43
Invesco
Georgia
$588K +$267K +8,089 +84%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$570K -$19.6K -593 -3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$499K +$72.6K +2,200 +17%
Millennium Management
46
Millennium Management
New York
$486K -$1.96M -59,363 -80%
Bessemer Group
47
Bessemer Group
New Jersey
$476K +$218K +6,600 +86%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$459K – – –
SEI Investments
49
SEI Investments
Pennsylvania
$384K +$231 +7 +0.1%
MC
50
Menta Capital
California
$360K -$23.1K -700 -6%
1
2
3 4

MOFG Hedge Fund Activity: Q1 2018 in Review

80 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q1 2018, worth a combined $186M — down 1.1% from $188M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MOFG positions and 10 closed out — a net gain of 4 holders — while 31 added to existing stakes and 18 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $5.58M. The largest seller was Emerald Mutual Fund Advisers Trust, exiting entirely with an estimated $5.06M sold.

  • 80 institutional investors held MidWestOne Financial Group (MOFG) as of Q1 2018, up from 77 in Q4 2017.
  • Funds reported $186M of MidWestOne Financial Group stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 14 funds opened new MidWestOne Financial Group positions in Q1 2018 and 10 closed out, a net change of +4 holders.
  • The largest MidWestOne Financial Group buyer in Q1 2018 was Basswood Capital Management, an estimated $5.58M added.
  • The largest MidWestOne Financial Group seller in Q1 2018 was Emerald Mutual Fund Advisers Trust, an estimated $5.06M sold.

Based on aggregated 13F filings for Q1 2018.