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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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82 hedge funds and large institutions have $206M invested in MidWestOne Financial Group in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

1% more funds holding

Funds holding: 81 → 82 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.63% less ownership

Funds ownership: 65.3% → 64.68% (-0.63%)

6% less capital invested

Capital invested by funds: $219M → $206M (-$13.1M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
30
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$958K
2
MFG
MidWestOne Financial Group
Iowa
+$722K
3
FL
Fourthstone LLC
Missouri
+$500K
4
LSV Asset Management
LSV Asset Management
Illinois
+$325K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$231K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.01M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$867K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$615K
4
Millennium Management
Millennium Management
New York
-$440K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$746K -$168K -7,664 -17%
Swiss National Bank
27
Swiss National Bank
Switzerland
$667K +$17.6K +800 +3%
TI
28
Trexquant Investment
Connecticut
$631K +$218K +9,929 +47%
MAM
29
Martingale Asset Management
Massachusetts
$599K +$31.5K +1,434 +5%
JP Morgan Chase
30
JP Morgan Chase
New York
$595K -$152K -6,920 -19%
Wells Fargo
31
Wells Fargo
California
$567K -$41.8K -1,906 -6%
Nuveen
32
Nuveen
North Carolina
$529K – – –
SO
33
STRS Ohio
Ohio
$469K +$46.1K +2,100 +10%
Two Sigma Investments
34
Two Sigma Investments
New York
$464K -$261K -11,906 -34%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$441K +$2.02K +92 +0.4%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$421K -$347K -15,800 -43%
Millennium Management
37
Millennium Management
New York
$411K -$440K -20,044 -50%
Invesco
38
Invesco
Georgia
$405K +$1.45K +66 +0.3%
Bank of America
39
Bank of America
North Carolina
$390K +$160K +7,276 +61%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$332K -$33.2K -1,511 -8%
Ameriprise
41
Ameriprise
Minnesota
$327K – – –
NYLIM
42
New York Life Investment Management
New York
$296K -$50.4K -2,297 -14%
HF
43
HRT Financial
New York
$281K -$6.74K -307 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$264K +$17.9K +816 +7%
Citadel Advisors
45
Citadel Advisors
Florida
$225K +$27.7K +1,262 +13%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$224K +$77.5K +3,534 +47%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$223K -$50K -2,278 -17%
AllianceBernstein
48
AllianceBernstein
Tennessee
$220K +$2.41K +110 +1%
CS
49
Credit Suisse
Switzerland
$218K -$17.5K -796 -7%
SAM
50
Shell Asset Management
Netherlands
$207K -$3.51K -160 -2%
1
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MOFG Hedge Fund Activity: Q3 2023 in Review

82 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2023, worth a combined $206M — down 6% from $219M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MOFG positions and 6 closed out — a net gain of 2 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $958K. The largest seller was BlackRock, cutting an estimated $1.01M.

  • 82 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $206M of MidWestOne Financial Group stock for Q3 2023, down 6% quarter-over-quarter.
  • 8 funds opened new MidWestOne Financial Group positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest MidWestOne Financial Group buyer in Q3 2023 was First Trust Advisors, an estimated $958K added.
  • The largest MidWestOne Financial Group seller in Q3 2023 was BlackRock, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2023.