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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 $219M invested in MidWestOne Financial Group in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

0.07% more ownership

Funds ownership: 65.23% → 65.3% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 87 → 81 (-6)

12% less capital invested

Capital invested by funds: $250M → $219M (-$30.9M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.08M
2
BlackRock
BlackRock
New York
+$984K
3
EF
Empowered Funds
Pennsylvania
+$855K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$801K
5
Morgan Stanley
Morgan Stanley
New York
+$722K

Top Sellers

Rank Fund Capital Flow
1
MFG
MidWestOne Financial Group
Iowa
-$4.11M
2
BCM
BHZ Capital Management
California
-$1.54M
3
First Trust Advisors
First Trust Advisors
Illinois
-$1.33M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$674K
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$605K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$867K +$801K +38,549 New
Millennium Management
27
Millennium Management
New York
$860K -$7.13K -343 -0.8%
Charles Schwab
28
Charles Schwab
California
$819K +$1.97K +95 +0.2%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$780K +$226K +10,900 +43%
JP Morgan Chase
30
JP Morgan Chase
New York
$773K +$497K +23,930 +195%
Two Sigma Investments
31
Two Sigma Investments
New York
$742K +$272K +13,073 +60%
Swiss National Bank
32
Swiss National Bank
Switzerland
$684K – – –
Wells Fargo
33
Wells Fargo
California
$637K +$60.4K +2,909 +11%
Assenagon Asset Management
34
Assenagon Asset Management
Luxembourg
$615K +$380K +18,315 +175%
MAM
35
Martingale Asset Management
Massachusetts
$599K +$389K +18,728 +201%
Nuveen
36
Nuveen
North Carolina
$556K -$172K -8,268 -24%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$462K -$13.5K -648 -3%
TI
38
Trexquant Investment
Connecticut
$451K +$439K +21,119 New
SO
39
STRS Ohio
Ohio
$448K +$33.2K +1,600 +8%
Invesco
40
Invesco
Georgia
$425K -$64.8K -3,117 -14%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$381K -$9.64K -464 -3%
NYLIM
42
New York Life Investment Management
New York
$361K -$56.1K -2,701 -14%
Ameriprise
43
Ameriprise
Minnesota
$344K -$36.3K -1,749 -10%
HF
44
HRT Financial
New York
$302K +$294K +14,138 New
HSBC Holdings
45
HSBC Holdings
United Kingdom
$283K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$260K +$10.6K +508 +4%
Bank of America
47
Bank of America
North Carolina
$254K -$248K -11,944 -50%
CS
48
Credit Suisse
Switzerland
$246K -$11.7K -564 -5%
AllianceBernstein
49
AllianceBernstein
Tennessee
$229K +$32.2K +1,550 +17%
UBS AM
50
UBS AM
Illinois
$224K – – –
1
2
3 4

MOFG Hedge Fund Activity: Q2 2023 in Review

81 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q2 2023, worth a combined $219M — down 12% from $250M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MOFG and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.08M. The largest seller was MidWestOne Financial Group, cutting an estimated $4.11M.

  • 81 institutional investors held MidWestOne Financial Group (MOFG) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $219M of MidWestOne Financial Group stock for Q2 2023, down 12% quarter-over-quarter.
  • 9 funds opened new MidWestOne Financial Group positions in Q2 2023 and 15 closed out, a net change of -6 holders.
  • The largest MidWestOne Financial Group buyer in Q2 2023 was Fourthstone LLC, an estimated $1.08M added.
  • The largest MidWestOne Financial Group seller in Q2 2023 was MidWestOne Financial Group, an estimated $4.11M sold.

Based on aggregated 13F filings for Q2 2023.