MidWestOne Financial Group
MOFG
MOFG was delisted on the 13th of February, 2026.
87 hedge funds and large institutions have $250M invested in MidWestOne Financial Group in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 15 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 28
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.13% less ownership
Funds ownership: 66.37% → 65.23% (-1.1%)
8% less funds holding
Funds holding: 95 → 87 (-8)
15% less capital invested
Capital invested by funds: $295M → $250M (-$44.9M)
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.23M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$747K |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$578K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$432K |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.65M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$1.7M |
| 3 |
CIC
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$909K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$690K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$473K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3.81K | -120 | Closed |
|
|
EWA
102
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1.05K | -33 | Closed |
|
MOFG Hedge Fund Activity: Q1 2023 in Review
87 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q1 2023, worth a combined $250M — down 15% from $295M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MOFG and 7 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 36 added.
The largest buyer was First Trust Advisors, adding an estimated $1.23M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $2.65M.
- 87 institutional investors held MidWestOne Financial Group (MOFG) as of Q1 2023, down from 95 in Q4 2022.
- Funds reported $250M of MidWestOne Financial Group stock for Q1 2023, down 15% quarter-over-quarter.
- 7 funds opened new MidWestOne Financial Group positions in Q1 2023 and 15 closed out, a net change of -8 holders.
- The largest MidWestOne Financial Group buyer in Q1 2023 was First Trust Advisors, an estimated $1.23M added.
- The largest MidWestOne Financial Group seller in Q1 2023 was Thrivent Financial for Lutherans, an estimated $2.65M sold.
Based on aggregated 13F filings for Q1 2023.