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MOFG

MidWestOne Financial Group

Delisted

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

82 hedge funds and large institutions have $206M invested in MidWestOne Financial Group in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

1% more funds holding

Funds holding: 8182 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.63% less ownership

Funds ownership: 65.3%64.68% (-0.63%)

6% less capital invested

Capital invested by funds: $219M → $206M (-$13.1M)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
30
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$84.8M +$722K +32,907 +0.8%
BlackRock
2
BlackRock
New York
$25M -$1.01M -45,931 -4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13M -$185K -8,428 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.9M +$231K +10,530 +2%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.22M -$279K -12,696 -3%
CAM
6
Cresset Asset Management
Illinois
$7.62M
State Street
7
State Street
Massachusetts
$6.9M -$41.9K -1,910 -0.6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.8M +$118K +5,361 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.23M +$325K +14,800 +10%
Northern Trust
10
Northern Trust
Illinois
$2.65M +$30.9K +1,408 +1%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$2.62M +$112K +5,090 +4%
FCM
12
FJ Capital Management
Virginia
$2.58M +$83.2K +3,791 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.39M -$72.8K -3,319 -3%
American Century Companies
14
American Century Companies
Missouri
$2.13M +$126K +5,727 +6%
BCM
15
Bridgeway Capital Management
Texas
$2.12M +$79.7K +3,634 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.92M +$13K +591 +0.6%
Prudential Financial
17
Prudential Financial
New Jersey
$1.88M -$224K -10,200 -10%
FL
18
Fourthstone LLC
Missouri
$1.52M +$500K +22,804 +44%
PH
19
Pinnacle Holdings
Oklahoma
$1.47M -$73.3K -3,340 -4%
Morgan Stanley
20
Morgan Stanley
New York
$1.41M -$144K -6,552 -9%
Stifel Financial
21
Stifel Financial
Missouri
$1.22M +$56.7K +2,586 +5%
Barclays
22
Barclays
United Kingdom
$915K -$69.8K -3,183 -7%
EF
23
Empowered Funds
Pennsylvania
$910K +$79.7K +3,634 +9%
First Trust Advisors
24
First Trust Advisors
Illinois
$888K +$958K +43,657 New
Charles Schwab
25
Charles Schwab
California
$806K +$28.3K +1,290 +3%

MOFG Hedge Fund Activity: Q3 2023 in Review

82 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2023, worth a combined $206M — down 6% from $219M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MOFG positions and 6 closed out — a net gain of 2 holders — while 30 added to existing stakes and 27 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $958K. The largest seller was BlackRock, cutting an estimated $1.01M.

  • 82 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2023, up from 81 in Q2 2023.
  • Funds reported $206M of MidWestOne Financial Group stock for Q3 2023, down 6% quarter-over-quarter.
  • 8 funds opened new MidWestOne Financial Group positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest MidWestOne Financial Group buyer in Q3 2023 was First Trust Advisors, an estimated $958K added.
  • The largest MidWestOne Financial Group seller in Q3 2023 was BlackRock, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2023.