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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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80 hedge funds and large institutions have $254M invested in MidWestOne Financial Group in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 66.23% → 68.7% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 82 → 80 (-2)

9% less capital invested

Capital invested by funds: $280M → $254M (-$26M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
30
Closed
7
Calls
–
Puts
$42K
Net Calls
-$42K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$12.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.87M
3
Invesco
Invesco
Georgia
+$717K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$551K
5
SCA
Sippican Capital Advisors
Massachusetts
+$468K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$2.78M
2
Morgan Stanley
Morgan Stanley
New York
-$2.59M
3
BlackRock
BlackRock
New York
-$1.15M
4
Barclays
Barclays
United Kingdom
-$496K
5
NYLIM
New York Life Investment Management
New York
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$215K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$211K – – –
IAS
53
Investment Advisory Services
Texas
$211K – – –
MIM
54
MetLife Investment Management
New Jersey
$175K – – –
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$169K -$192 -8 -0.1%
AIG
56
American International Group
New York
$164K -$1.44K -60 -0.8%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$161K -$165K -6,882 -50%
HBT
58
Hills Bank & Trust
Iowa
$137K – – –
SG Americas Securities
59
SG Americas Securities
New York
$125K -$65.4K -2,725 -34%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$77.4K – – –
Citigroup
61
Citigroup
New York
$70.5K +$17.6K +732 +32%
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$52.2K – – –
TRCT
63
Tower Research Capital (TRC)
New York
$42K +$29K +1,208 +208%
Canada Life
64
Canada Life
Manitoba, Canada
$41K -$1.2K -50 -3%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$38.2K -$2.47K -103 -6%
Zurich Cantonal Bank
66
Zurich Cantonal Bank
Switzerland
$36.2K – – –
AIP
67
Ameritas Investment Partners
Nebraska
$32.9K – – –
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$20.9K – – –
CFM
69
Catalyst Funds Management
Australia
$16.4K +$16.8K +700 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$12.4K +$10K +418 +370%
AB
71
Amalgamated Bank
New York
$11K -$18.3K -762 -61%
NA
72
NewEdge Advisors
Louisiana
$8.2K – – –
US Bancorp
73
US Bancorp
Minnesota
$4.92K – – –
QCG
74
Quadrant Capital Group
Ohio
$2.98K – – –
ACM
75
Aquatic Capital Management
Illinois
$2.34K – – –
1 2
3
4

MOFG Hedge Fund Activity: Q1 2024 in Review

80 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q1 2024, worth a combined $254M — down 9.3% from $280M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MOFG and 5 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was Cresset Asset Management, adding an estimated $12.4M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.78M sold.

  • 80 institutional investors held MidWestOne Financial Group (MOFG) as of Q1 2024, down from 82 in Q4 2023.
  • Funds reported $254M of MidWestOne Financial Group stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 5 funds opened new MidWestOne Financial Group positions in Q1 2024 and 7 closed out, a net change of -2 holders.
  • The largest MidWestOne Financial Group buyer in Q1 2024 was Cresset Asset Management, an estimated $12.4M added.
  • The largest MidWestOne Financial Group seller in Q1 2024 was Fourthstone LLC, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2024.