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MOFG

MidWestOne Financial Group

Delisted

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

81 hedge funds and large institutions have $219M invested in MidWestOne Financial Group in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

0.07% more ownership

Funds ownership: 65.23%65.3% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 8781 (-6)

12% less capital invested

Capital invested by funds: $250M → $219M (-$30.9M)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
32
Reduced
26
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$89.1M -$4.11M -197,674 -5%
BlackRock
2
BlackRock
New York
$27.2M +$984K +47,386 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.9M -$674K -32,463 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.3M +$138K +6,660 +1%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.91M +$38.4K +1,850 +0.4%
CAM
6
Cresset Asset Management
Illinois
$8.01M +$1.35K +65 +0%
State Street
7
State Street
Massachusetts
$7.29M +$235K +11,326 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.99M +$276K +13,282 +5%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.07M +$49.9K +2,400 +2%
Northern Trust
10
Northern Trust
Illinois
$2.75M -$22.2K -1,070 -0.8%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$2.64M +$323K +15,530 +14%
FCM
12
FJ Capital Management
Virginia
$2.63M
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.58M +$64K +3,082 +3%
Prudential Financial
14
Prudential Financial
New Jersey
$2.19M +$432K +20,800 +25%
BCM
15
Bridgeway Capital Management
Texas
$2.15M +$29.6K +1,426 +1%
American Century Companies
16
American Century Companies
Missouri
$2.12M +$133K +6,416 +7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2M -$25K -1,204 -1%
Morgan Stanley
18
Morgan Stanley
New York
$1.62M +$722K +34,770 +85%
PH
19
Pinnacle Holdings
Oklahoma
$1.62M +$25.9K +1,246 +2%
Stifel Financial
20
Stifel Financial
Missouri
$1.22M +$492K +23,681 +71%
FL
21
Fourthstone LLC
Missouri
$1.11M +$1.08M +51,889 New
Barclays
22
Barclays
United Kingdom
$1.03M -$33.6K -1,615 -3%
Goldman Sachs
23
Goldman Sachs
New York
$948K -$98.6K -4,744 -10%
EST
24
EA Series Trust
Pennsylvania
$879K +$855K +41,141 New
EF
25
Empowered Funds
Pennsylvania
$879K +$855K +41,141 New

MOFG Hedge Fund Activity: Q2 2023 in Review

81 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q2 2023, worth a combined $219M — down 12% from $250M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MOFG and 9 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.08M. The largest seller was MidWestOne Financial Group, cutting an estimated $4.11M.

  • 81 institutional investors held MidWestOne Financial Group (MOFG) as of Q2 2023, down from 87 in Q1 2023.
  • Funds reported $219M of MidWestOne Financial Group stock for Q2 2023, down 12% quarter-over-quarter.
  • 9 funds opened new MidWestOne Financial Group positions in Q2 2023 and 15 closed out, a net change of -6 holders.
  • The largest MidWestOne Financial Group buyer in Q2 2023 was Fourthstone LLC, an estimated $1.08M added.
  • The largest MidWestOne Financial Group seller in Q2 2023 was MidWestOne Financial Group, an estimated $4.11M sold.

Based on aggregated 13F filings for Q2 2023.