We are live on ! Find out more
MOFG

MidWestOne Financial Group
MOFG

Delisted

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

Back to rankings

85 hedge funds and large institutions have $309M invested in MidWestOne Financial Group in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

7% more capital invested

Capital invested by funds: $289M → $309M (+$19.8M)

5% more funds holding

Funds holding: 81 → 85 (+4)

1.58% more ownership

Funds ownership: 62.99% → 64.57% (+1.6%)

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
31
Reduced
28
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFW
Meristem Family Wealth
Minnesota
+$12.6M
2
BCM
Basswood Capital Management
New York
+$2.48M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$502K
4
Wells Fargo
Wells Fargo
California
+$421K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$330K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.13M
2
BlackRock
BlackRock
New York
-$2.3M
3
RIP
Rhino Investment Partners
Pennsylvania
-$1.52M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.5M
5
Goldman Sachs
Goldman Sachs
New York
-$900K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$134M -$93.4K -3,200 -0.1%
BlackRock
2
BlackRock
New York
$30.5M -$2.3M -78,876 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.5M -$4.13M -141,343 -19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.1M +$13.1K +450 +0.1%
MFW
5
Meristem Family Wealth
Minnesota
$13M +$12.6M +432,233 New
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.68M +$502K +17,206 +6%
State Street
7
State Street
Massachusetts
$8.55M +$87.8K +3,009 +1%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$7.72M -$32K -1,097 -0.4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.31M -$350 -12 -0%
BCM
10
Basswood Capital Management
New York
$6.87M +$2.48M +84,793 +59%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$4.6M +$21K +720 +0.5%
RA
12
Royce & Associates
New York
$4.4M -$71.5K -2,450 -2%
Northern Trust
13
Northern Trust
Illinois
$4.27M -$216K -7,405 -5%
LSV Asset Management
14
LSV Asset Management
Illinois
$2.93M – – –
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.92M +$115K +3,924 +4%
BCM
16
BHZ Capital Management
California
$2.11M +$29.2K +1,000 +1%
BCM
17
Bridgeway Capital Management
Texas
$1.98M – – –
PH
18
Pinnacle Holdings
Oklahoma
$1.97M +$158K +5,407 +9%
Prudential Financial
19
Prudential Financial
New Jersey
$1.95M +$276K +9,460 +17%
Nuveen
20
Nuveen
North Carolina
$1.39M -$366K -12,552 -20%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.35M -$147K -5,035 -10%
CIC
22
Cornercap Investment Counsel
Georgia
$1.26M – – –
PPA
23
Parametric Portfolio Associates
Washington
$1.24M -$61.3K -2,099 -5%
Wells Fargo
24
Wells Fargo
California
$1.18M +$421K +14,415 +59%
Charles Schwab
25
Charles Schwab
California
$1.1M +$5.2K +178 +0.5%
1
2 3 4

MOFG Hedge Fund Activity: Q3 2021 in Review

85 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2021, worth a combined $309M — up 6.8% from $289M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MOFG positions and 3 closed out — a net gain of 4 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Meristem Family Wealth, opening a new position worth an estimated $12.6M. The largest seller was Vanguard Group, cutting an estimated $4.13M.

  • 85 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2021, up from 81 in Q2 2021.
  • Funds reported $309M of MidWestOne Financial Group stock for Q3 2021, up 6.8% quarter-over-quarter.
  • 7 funds opened new MidWestOne Financial Group positions in Q3 2021 and 3 closed out, a net change of +4 holders.
  • The largest MidWestOne Financial Group buyer in Q3 2021 was Meristem Family Wealth, an estimated $12.6M added.
  • The largest MidWestOne Financial Group seller in Q3 2021 was Vanguard Group, an estimated $4.13M sold.

Based on aggregated 13F filings for Q3 2021.