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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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119 hedge funds and large institutions have $458M invested in MidWestOne Financial Group in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 46 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 6

109% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

87% more capital invested

Capital invested by funds: $245M → $458M (+$213M)

37% more funds holding

Funds holding: 87 → 119 (+32)

32.78% more ownership

Funds ownership: 68.99% → 101.77% (+33%)

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
46
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$21.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$16.5M
3
FCM
FJ Capital Management
Virginia
+$12.7M
4
MCM
Maltese Capital Management
New York
+$9.5M
5
Goldman Sachs
Goldman Sachs
New York
+$9.32M

Top Sellers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
-$3.79M
2
MFG
MidWestOne Financial Group
Iowa
-$873K
3
Invesco
Invesco
Georgia
-$588K
4
Stifel Financial
Stifel Financial
Missouri
-$414K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$388K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$3.12M +$80K +2,948 +3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$3.1M -$74.8K -2,755 -2%
FL
28
Fourthstone LLC
Missouri
$2.86M +$2.04M +75,000 +299%
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$2.85M +$2.71M +100,000 New
HA
30
Heartland Advisors
Wisconsin
$2.85M +$2.71M +100,000 New
Morgan Stanley
31
Morgan Stanley
New York
$2.46M +$658K +24,249 +39%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$2.25M -$289K -10,659 -12%
PH
33
Pinnacle Holdings
Oklahoma
$2.23M -$101K -3,713 -5%
Stifel Financial
34
Stifel Financial
Missouri
$1.91M -$414K -15,269 -19%
SCA
35
Sippican Capital Advisors
Massachusetts
$1.89M +$32.7K +1,205 +2%
KCM
36
Kennedy Capital Management
Missouri
$1.85M +$1.76M +64,741 New
Verition Fund Management
37
Verition Fund Management
Connecticut
$1.78M +$1.69M +62,423 New
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$1.74M +$961K +35,427 +138%
First Trust Advisors
39
First Trust Advisors
Illinois
$1.73M +$399K +14,696 +32%
EF
40
Empowered Funds
Pennsylvania
$1.72M +$80K +2,948 +5%
Prudential Financial
41
Prudential Financial
New Jersey
$1.68M +$43.4K +1,600 +3%
IP
42
Interval Partners
New York
$1.49M +$1.42M +52,348 New
Citadel Advisors
43
Citadel Advisors
Florida
$1.47M +$847K +31,215 +154%
BFC
44
Banc Funds Company
Illinois
$1.43M +$1.36M +50,000 New
JP Morgan Chase
45
JP Morgan Chase
New York
$1.24M +$417K +15,351 +55%
Barclays
46
Barclays
United Kingdom
$1.2M +$344K +12,677 +43%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.19M +$425K +15,674 +60%
Charles Schwab
48
Charles Schwab
California
$1.18M +$27.1K +1,000 +2%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.14M +$1.01M +37,182 +1,350%
Franklin Resources
50
Franklin Resources
California
$1.12M +$1.06M +39,042 New
1
2
3 4 5

MOFG Hedge Fund Activity: Q3 2024 in Review

119 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2024, worth a combined $458M — up 87% from $245M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MOFG positions and 6 closed out — a net gain of 32 holders — while 46 added to existing stakes and 22 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $21.1M. The largest seller was Cresset Asset Management, cutting an estimated $3.79M.

  • 119 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $458M of MidWestOne Financial Group stock for Q3 2024, up 87% quarter-over-quarter.
  • 38 funds opened new MidWestOne Financial Group positions in Q3 2024 and 6 closed out, a net change of +32 holders.
  • The largest MidWestOne Financial Group buyer in Q3 2024 was Jennison Associates, an estimated $21.1M added.
  • The largest MidWestOne Financial Group seller in Q3 2024 was Cresset Asset Management, an estimated $3.79M sold.

Based on aggregated 13F filings for Q3 2024.