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MOFG

MidWestOne Financial Group

Delisted

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

53 hedge funds and large institutions have $75.2M invested in MidWestOne Financial Group in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $67.3M → $75.2M (+$7.88M)

2% more funds holding

Funds holding: 5253 (+1)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
26
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$12.8M +$7.65M +259,030 +158%
AB
2
AT Bancorp
Iowa
$8.87M -$176K -5,970 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.14M +$1.58M +53,548 +29%
BFA
4
BlackRock Fund Advisors
California
$7.04M +$546K +18,482 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.53M +$283K +9,596 +7%
State Street
6
State Street
Massachusetts
$3.38M +$149K +5,031 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.38M +$180K +6,100 +6%
CCM
8
Castine Capital Management
Massachusetts
$3.37M -$3.66M -123,998 -53%
Northern Trust
9
Northern Trust
Illinois
$3.04M +$150K +5,093 +5%
LSV Asset Management
10
LSV Asset Management
Illinois
$2.91M
BIT
11
BlackRock Institutional Trust
California
$2.08M -$14.1K -476 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.79M +$263K +8,887 +18%
BCM
13
Bridgeway Capital Management
Texas
$1.46M +$572K +19,360 +67%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.23M +$6.56K +222 +0.6%
KCM
15
Kennedy Capital Management
Missouri
$1.22M +$59.3K +2,007 +5%
BIM
16
BlackRock Investment Management
Delaware
$1.02M -$3.34K -113 -0.3%
Prudential Financial
17
Prudential Financial
New Jersey
$930K +$22.7K +770 +3%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$875K +$50.2K +1,700 +6%
Wells Fargo
19
Wells Fargo
California
$822K +$29.6K +1,001 +4%
EMFAT
20
Emerald Mutual Fund Advisers Trust
Pennsylvania
$787K -$3.6M -121,815 -82%
MAM
21
Martingale Asset Management
Massachusetts
$717K +$697K +23,599 New
Deutsche Bank
22
Deutsche Bank
Germany
$562K +$112K +3,804 +26%
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$532K +$5.91K +200 +1%
TF
24
Trutina Financial
Washington
$462K
Charles Schwab
25
Charles Schwab
California
$409K

MOFG Hedge Fund Activity: Q3 2016 in Review

53 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2016, worth a combined $75.2M — up 12% from $67.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MOFG positions and 5 closed out — a net gain of 1 holder — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Royce & Associates, adding an estimated $7.65M. The largest seller was Castine Capital Management, cutting an estimated $3.66M.

  • 53 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2016, up from 52 in Q2 2016.
  • Funds reported $75.2M of MidWestOne Financial Group stock for Q3 2016, up 12% quarter-over-quarter.
  • 6 funds opened new MidWestOne Financial Group positions in Q3 2016 and 5 closed out, a net change of +1 holder.
  • The largest MidWestOne Financial Group buyer in Q3 2016 was Royce & Associates, an estimated $7.65M added.
  • The largest MidWestOne Financial Group seller in Q3 2016 was Castine Capital Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2016.