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MOFG

MidWestOne Financial Group

Delisted

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

94 hedge funds and large institutions have $319M invested in MidWestOne Financial Group in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

11% more funds holding

Funds holding: 8594 (+9)

3% more capital invested

Capital invested by funds: $309M → $319M (+$9.86M)

0.47% more ownership

Funds ownership: 64.57%65.04% (+0.47%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
94
Holders Change
+9
Holders Change %
+10.59%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
32
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$141M -$2.55M -79,582 -2%
BlackRock
2
BlackRock
New York
$32.4M -$242K -7,560 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.9M -$929K -29,020 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.4M -$40.4K -1,263 -0.2%
MFW
5
Meristem Family Wealth
Minnesota
$14M
State Street
6
State Street
Massachusetts
$9.28M +$92.3K +2,886 +1%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$8.43M +$142K +4,448 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.92M +$65.4K +2,045 +0.8%
BCM
9
Basswood Capital Management
New York
$7.18M -$189K -5,912 -3%
Northern Trust
10
Northern Trust
Illinois
$4.46M -$118K -3,681 -3%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$4.34M -$588K -18,390 -12%
LSV Asset Management
12
LSV Asset Management
Illinois
$3.38M +$230K +7,200 +7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.31M +$182K +5,677 +6%
RA
14
Royce & Associates
New York
$2.58M -$2.12M -66,133 -45%
BCM
15
BHZ Capital Management
California
$2.43M +$172K +5,377 +8%
BCM
16
Bridgeway Capital Management
Texas
$2.12M
Prudential Financial
17
Prudential Financial
New Jersey
$2.12M +$22.6K +705 +1%
PH
18
Pinnacle Holdings
Oklahoma
$2.11M -$1.28K -40 -0.1%
American Century Companies
19
American Century Companies
Missouri
$1.54M +$385K +12,026 +34%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.51M +$64.2K +2,008 +4%
Nuveen
21
Nuveen
North Carolina
$1.41M -$128K -3,987 -8%
CIC
22
Cornercap Investment Counsel
Georgia
$1.36M +$8.22K +257 +0.6%
Barclays
23
Barclays
United Kingdom
$1.32M +$287K +8,961 +28%
Charles Schwab
24
Charles Schwab
California
$1.18M +$256 +8 +0%
FCM
25
FJ Capital Management
Virginia
$1.17M +$1.15M +36,000 New

MOFG Hedge Fund Activity: Q4 2021 in Review

94 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q4 2021, worth a combined $319M — up 3.2% from $309M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MOFG positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $1.15M. The largest seller was MidWestOne Financial Group, cutting an estimated $2.55M.

  • 94 institutional investors held MidWestOne Financial Group (MOFG) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $319M of MidWestOne Financial Group stock for Q4 2021, up 3.2% quarter-over-quarter.
  • 15 funds opened new MidWestOne Financial Group positions in Q4 2021 and 5 closed out, a net change of +10 holders.
  • The largest MidWestOne Financial Group buyer in Q4 2021 was FJ Capital Management, an estimated $1.15M added.
  • The largest MidWestOne Financial Group seller in Q4 2021 was MidWestOne Financial Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2021.