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MOFG

MidWestOne Financial Group

Delisted

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

82 hedge funds and large institutions have $280M invested in MidWestOne Financial Group in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $206M → $280M (+$73.9M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.55% more ownership

Funds ownership: 64.68%66.23% (+1.6%)

0% more funds holding

Funds holding: 8282 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $48K

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
29
Reduced
31
Closed
7
Calls
Puts
$48K
Net Calls
-$48K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.07M +$231K +10,399 +36%
Charles Schwab
27
Charles Schwab
California
$1.04M -$24.6K -1,111 -3%
Nuveen
28
Nuveen
North Carolina
$916K +$178K +8,021 +31%
Swiss National Bank
29
Swiss National Bank
Switzerland
$791K -$75.4K -3,400 -10%
MAM
30
Martingale Asset Management
Massachusetts
$790K -$2.68K -121 -0.4%
Wells Fargo
31
Wells Fargo
California
$774K +$19.2K +867 +3%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$769K +$634K +28,588 New
SO
33
STRS Ohio
Ohio
$621K
TI
34
Trexquant Investment
Connecticut
$616K -$181K -8,172 -26%
SCA
35
Sippican Capital Advisors
Massachusetts
$590K +$487K +21,935 New
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$581K -$2.33K -105 -0.5%
Invesco
37
Invesco
Georgia
$573K +$30.2K +1,362 +7%
Bank of America
38
Bank of America
North Carolina
$510K -$5.26K -237 -1%
UBS Group
39
UBS Group
Switzerland
$482K +$179K +8,054 +82%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$479K -$64.3K -2,900 -14%
Ameriprise
41
Ameriprise
Minnesota
$433K
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$418K -$17.2K -777 -5%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$385K +$30K +1,351 +10%
NYLIM
44
New York Life Investment Management
New York
$384K -$7.25K -327 -2%
CS
45
Credit Suisse
Switzerland
$383K +$77.7K +3,503 +33%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$370K +$60.5K +2,728 +25%
Two Sigma Investments
47
Two Sigma Investments
New York
$368K -$203K -9,137 -40%
B
48
Bailard
California
$346K +$285K +12,857 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$303K +$10.2K +460 +4%
HF
50
HRT Financial
New York
$291K -$66.7K -3,007 -22%

MOFG Hedge Fund Activity: Q4 2023 in Review

82 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q4 2023, worth a combined $280M — up 36% from $206M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MOFG positions and 7 closed out — a net gain of 1 holder — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was MidWestOne Financial Group, cutting an estimated $913K.

  • 82 institutional investors held MidWestOne Financial Group (MOFG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $280M of MidWestOne Financial Group stock for Q4 2023, up 36% quarter-over-quarter.
  • 8 funds opened new MidWestOne Financial Group positions in Q4 2023 and 7 closed out, a net change of +1 holder.
  • The largest MidWestOne Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $2.37M added.
  • The largest MidWestOne Financial Group seller in Q4 2023 was MidWestOne Financial Group, an estimated $913K sold.

Based on aggregated 13F filings for Q4 2023.