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MOFG

MidWestOne Financial Group

Delisted

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

78 hedge funds and large institutions have $138M invested in MidWestOne Financial Group in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

0.47% less ownership

Funds ownership: 45.93%45.46% (-0.47%)

4% less funds holding

Funds holding: 8178 (-3)

26% less capital invested

Capital invested by funds: $187M → $138M (-$49M)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
30
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$15.3M -$6.26M -213,598 -26%
BlackRock
2
BlackRock
New York
$14.7M +$504K +17,183 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.8M -$28.1K -958 -0.2%
FCM
4
FJ Capital Management
Virginia
$10.4M +$2.71M +92,500 +28%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.54M +$805K +27,446 +8%
AB
6
AT Bancorp
Iowa
$7.11M -$165K -5,615 -2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$6.85M +$425K +14,489 +6%
State Street
8
State Street
Massachusetts
$5.19M +$120K +4,108 +2%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.16M +$787K +26,854 +15%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.68M -$916K -31,249 -14%
LSV Asset Management
11
LSV Asset Management
Illinois
$3.74M +$382K +13,036 +9%
Northern Trust
12
Northern Trust
Illinois
$3.26M +$33.5K +1,141 +0.9%
BFC
13
Banc Funds Company
Illinois
$2.7M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.65M +$177K +6,046 +6%
BCM
15
Bridgeway Capital Management
Texas
$2.44M +$1.47M +50,000 +104%
AL
16
AJO LP
Pennsylvania
$2.13M +$1.39M +47,473 +123%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.1M +$536K +18,265 +28%
MAM
18
Martingale Asset Management
Massachusetts
$1.96M -$46.9K -1,599 -2%
RHCA
19
Rosenthal Henry Capital Advisors
Indiana
$1.74M
KCM
20
Kennedy Capital Management
Missouri
$1.63M -$3.52M -120,203 -65%
IA
21
IndexIQ Advisors
New York
$1.57M -$151K -5,151 -8%
SCM
22
Sterling Capital Management
North Carolina
$1.38M
HIM
23
Hillsdale Investment Management
Ontario, Canada
$1.33M +$293K +10,000 +23%
Prudential Financial
24
Prudential Financial
New Jersey
$1.22M +$43.6K +1,486 +3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.13M +$54.2K +1,848 +4%

MOFG Hedge Fund Activity: Q4 2018 in Review

78 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q4 2018, worth a combined $138M — down 26% from $187M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MOFG and 5 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was FJ Capital Management, adding an estimated $2.71M. The largest seller was Royce & Associates, cutting an estimated $6.26M.

  • 78 institutional investors held MidWestOne Financial Group (MOFG) as of Q4 2018, down from 81 in Q3 2018.
  • Funds reported $138M of MidWestOne Financial Group stock for Q4 2018, down 26% quarter-over-quarter.
  • 5 funds opened new MidWestOne Financial Group positions in Q4 2018 and 8 closed out, a net change of -3 holders.
  • The largest MidWestOne Financial Group buyer in Q4 2018 was FJ Capital Management, an estimated $2.71M added.
  • The largest MidWestOne Financial Group seller in Q4 2018 was Royce & Associates, an estimated $6.26M sold.

Based on aggregated 13F filings for Q4 2018.