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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 $280M invested in MidWestOne Financial Group in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $206M → $280M (+$73.9M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.55% more ownership

Funds ownership: 64.68%66.23% (+1.6%)

0% more funds holding

Funds holding: 8282 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $48K

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
29
Reduced
31
Closed
7
Calls
Puts
$48K
Net Calls
-$48K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$112M -$913K -41,170 -1%
BlackRock
2
BlackRock
New York
$35.3M +$1.9M +85,637 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$17.7M +$383K +17,251 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$16.6M +$685K +30,907 +5%
CAM
5
Cresset Asset Management
Illinois
$10.1M
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.89M -$816K -36,806 -9%
State Street
7
State Street
Massachusetts
$8.9M -$191K -8,625 -3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$8.23M +$449K +20,264 +7%
Morgan Stanley
9
Morgan Stanley
New York
$4.74M +$2.37M +107,055 +155%
LSV Asset Management
10
LSV Asset Management
Illinois
$4.17M -$82.1K -3,700 -2%
FCM
11
FJ Capital Management
Virginia
$3.66M +$206K +9,307 +7%
Northern Trust
12
Northern Trust
Illinois
$3.62M +$99.3K +4,479 +3%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$3.22M -$202K -9,100 -7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.02M -$113K -5,107 -4%
American Century Companies
15
American Century Companies
Missouri
$2.94M +$101K +4,556 +4%
BCM
16
Bridgeway Capital Management
Texas
$2.92M +$97.9K +4,416 +4%
FL
17
Fourthstone LLC
Missouri
$2.78M +$637K +28,714 +38%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.27M -$223K -10,052 -11%
Prudential Financial
19
Prudential Financial
New Jersey
$2.02M -$386K -17,400 -19%
PH
20
Pinnacle Holdings
Oklahoma
$1.95M
Stifel Financial
21
Stifel Financial
Missouri
$1.57M -$28.1K -1,268 -2%
Barclays
22
Barclays
United Kingdom
$1.52M +$252K +11,343 +25%
EF
23
Empowered Funds
Pennsylvania
$1.32M +$97.9K +4,416 +10%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.27M +$82.2K +3,704 +8%
Goldman Sachs
25
Goldman Sachs
New York
$1.08M +$72.4K +3,265 +9%

MOFG Hedge Fund Activity: Q4 2023 in Review

82 of the 6,865 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q4 2023, worth a combined $280M — up 36% from $206M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MOFG positions and 7 closed out — a net gain of 1 holder — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was MidWestOne Financial Group, cutting an estimated $913K.

  • 82 institutional investors held MidWestOne Financial Group (MOFG) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $280M of MidWestOne Financial Group stock for Q4 2023, up 36% quarter-over-quarter.
  • 8 funds opened new MidWestOne Financial Group positions in Q4 2023 and 7 closed out, a net change of +1 holder.
  • The largest MidWestOne Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $2.37M added.
  • The largest MidWestOne Financial Group seller in Q4 2023 was MidWestOne Financial Group, an estimated $913K sold.

Based on aggregated 13F filings for Q4 2023.