MidWestOne Financial Group
MOFG
MOFG was delisted on the 13th of February, 2026.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$958K |
| 2 |
MFG
MidWestOne Financial Group
Iowa City,
Iowa
|
+$722K |
| 3 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$500K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$325K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.01M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$867K |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$615K |
| 4 |
Millennium Management
New York
|
-$440K |
| 5 |
Two Sigma Advisers
New York
|
-$347K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GCM
76
Gladius Capital Management
Chicago,
Illinois
| $3.9K | +$4.21K | +192 | New |
|
|
WOSD
77
WFA of San Diego
San Diego,
California
| $3.56K | – | – | – |
|
|
QCG
78
Quadrant Capital Group
Cincinnati,
Ohio
| $2.58K | – | – | – |
|
|
C
79
Covestor
London,
United Kingdom
| $2K | -$154 | -7 | -7% |
|
|
HNB
80
Huntington National Bank
Columbus,
Ohio
| $1.97K | +$2.11K | +96 | +9,600% |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.06K | +$1.14K | +52 | New |
|
|
RWM
82
Raffa Wealth Management
Washington,
District of Columbia
| $488 | – | – | – |
|
|
83
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$867K | -38,549 | Closed |
|
|
84
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$615K | -28,769 | Closed |
|
85
UBS AM
Chicago,
Illinois
| – | -$224K | -9,164 | Closed |
|
|
EWA
86
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1K | -47 | Closed |
|
87
Osaic Holdings
Scottsdale,
Arizona
| – | -$278 | -13 | Closed |
|
|
PA
88
Parallel Advisors
San Francisco,
California
| – | -$256 | -12 | Closed |
|
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.