MidWestOne Financial Group
MOFG
MOFG was delisted on the 13th of February, 2026.
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$12.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.87M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$717K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$551K |
| 5 |
SCA
Sippican Capital Advisors
Boston,
Massachusetts
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$2.78M |
| 2 |
Morgan Stanley
New York
|
-$2.59M |
| 3 |
BlackRock
New York
|
-$1.15M |
| 4 |
Barclays
London,
United Kingdom
|
-$496K |
| 5 |
NYLIM
New York Life Investment Management
New York
|
-$384K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWM
76
Raffa Wealth Management
Washington,
District of Columbia
| $563 | – | – | – |
|
|
GI
77
GAMMA Investing
Foster City,
California
| $328 | +$96 | +4 | +40% |
|
|
HNB
78
Huntington National Bank
Columbus,
Ohio
| $23 | – | – | – |
|
|
AWM
79
Avior Wealth Management
Omaha,
Nebraska
| $23 | +$24 | +1 | New |
|
|
FL
80
Fourthstone LLC
St Louis,
Missouri
| – | -$2.78M | -103,407 | Closed |
|
|
NYLIM
81
New York Life Investment Management
New York
| – | -$384K | -14,253 | Closed |
|
|
SAM
82
Shell Asset Management
The Hague,
Netherlands
| – | -$211K | -7,825 | Closed |
|
|
NC
83
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$2.69K | -100 | Closed |
|
84
Simplex Trading
Chicago,
Illinois
| – | -$2.04K | -85 | Closed |
|
|
C
85
Covestor
London,
United Kingdom
| – | -$1.73K | -72 | Closed |
|
86
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$323 | -12 | Closed |
|
87
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$144 | +6 | New |
|
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.