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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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81 hedge funds and large institutions have $187M invested in MidWestOne Financial Group in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

0.24% more ownership

Funds ownership: 45.69% → 45.93% (+0.24%)

0% more funds holding

Funds holding: 81 → 81 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $189M → $187M (-$1.64M)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
31
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$8.19M
2
RA
Royce & Associates
New York
+$3.24M
3
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.46M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$759K
5
AL
AJO LP
Pennsylvania
+$663K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$7.89M
2
KCM
Kennedy Capital Management
Missouri
-$3.31M
3
MCM
Maltese Capital Management
New York
-$2.03M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$769K
5
First Trust Advisors
First Trust Advisors
Illinois
-$692K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$1.39M +$27.5K +820 +2%
JIC
27
Johnson Investment Counsel
Ohio
$1.33M +$52K +1,550 +4%
AL
28
AJO LP
Pennsylvania
$1.28M +$663K +19,767 +106%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$1.22M +$334K +9,967 +37%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.14M -$692K -20,616 -38%
Morgan Stanley
31
Morgan Stanley
New York
$1.11M +$141K +4,213 +14%
Deutsche Bank
32
Deutsche Bank
Germany
$850K -$168K -4,999 -16%
MSL
33
Mackay Shields LLC
New York
$828K -$60.4K -1,800 -7%
Charles Schwab
34
Charles Schwab
California
$819K – – –
MPAM
35
Monarch Partners Asset Management
Massachusetts
$817K – – –
TCIM
36
TIAA CREF Investment Management
New York
$738K -$72.8K -2,169 -9%
TA
37
Teachers Advisors
New York
$650K -$6.37K -190 -1%
Invesco
38
Invesco
Georgia
$639K -$13.6K -404 -2%
Two Sigma Investments
39
Two Sigma Investments
New York
$605K -$55.9K -1,665 -8%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$574K +$3.79K +113 +0.7%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$531K +$534K +15,930 New
Bessemer Group
42
Bessemer Group
New Jersey
$526K – – –
Russell Investments Group
43
Russell Investments Group
United Kingdom
$490K -$769K -22,920 -61%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$460K – – –
OAM
45
Oxford Asset Management
United Kingdom
$422K +$9.49K +283 +2%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$410K -$33.5K -1,000 -8%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$360K – – –
B
48
Bailard
California
$350K +$352K +10,500 New
BCM
49
BHZ Capital Management
California
$345K +$347K +10,344 New
PH
50
Pinnacle Holdings
Oklahoma
$341K – – –
1
2
3 4

MOFG Hedge Fund Activity: Q3 2018 in Review

81 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2018, worth a combined $187M — down 0.87% from $189M a quarter earlier.

Fund positioning in MOFG was balanced in Q3 2018: 7 funds opened new positions, 7 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $8.19M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $7.89M sold.

  • 81 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $187M of MidWestOne Financial Group stock for Q3 2018, down 0.87% quarter-over-quarter.
  • 7 funds opened new MidWestOne Financial Group positions in Q3 2018 and 7 closed out, a net change of 0 holders.
  • The largest MidWestOne Financial Group buyer in Q3 2018 was FJ Capital Management, an estimated $8.19M added.
  • The largest MidWestOne Financial Group seller in Q3 2018 was Basswood Capital Management, an estimated $7.89M sold.

Based on aggregated 13F filings for Q3 2018.