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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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80 hedge funds and large institutions have $254M invested in MidWestOne Financial Group in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.47% more ownership

Funds ownership: 66.23% → 68.7% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 82 → 80 (-2)

9% less capital invested

Capital invested by funds: $280M → $254M (-$26M)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $42K

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
30
Closed
7
Calls
–
Puts
$42K
Net Calls
-$42K
Net Calls Change
+$6K

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$12.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.87M
3
Invesco
Invesco
Georgia
+$717K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$551K
5
SCA
Sippican Capital Advisors
Massachusetts
+$468K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$2.78M
2
Morgan Stanley
Morgan Stanley
New York
-$2.59M
3
BlackRock
BlackRock
New York
-$1.15M
4
Barclays
Barclays
United Kingdom
-$496K
5
NYLIM
New York Life Investment Management
New York
-$384K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$97.4M -$120K -4,983 -0.1%
BlackRock
2
BlackRock
New York
$29.7M -$1.15M -47,948 -4%
CAM
3
Cresset Asset Management
Illinois
$20.9M +$12.4M +514,934 +137%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16M +$551K +22,973 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.8M +$372K +15,512 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M -$301K -12,568 -3%
State Street
7
State Street
Massachusetts
$7.59M -$164K -6,833 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.28M +$120K +5,001 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.63M – – –
Wellington Management Group
10
Wellington Management Group
Massachusetts
$3.47M +$2.87M +119,522 +418%
FCM
11
FJ Capital Management
Virginia
$3.19M – – –
Northern Trust
12
Northern Trust
Illinois
$3.12M -$32.7K -1,365 -1%
American Century Companies
13
American Century Companies
Missouri
$2.98M +$427K +17,805 +16%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.76M -$38.4K -1,600 -1%
BCM
15
Bridgeway Capital Management
Texas
$2.64M +$96.3K +4,015 +4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.64M – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.9M -$76.3K -3,179 -4%
PH
18
Pinnacle Holdings
Oklahoma
$1.85M +$158K +6,600 +9%
Stifel Financial
19
Stifel Financial
Missouri
$1.72M +$355K +14,796 +25%
Morgan Stanley
20
Morgan Stanley
New York
$1.61M -$2.59M -107,817 -61%
Prudential Financial
21
Prudential Financial
New Jersey
$1.42M -$341K -14,200 -19%
EF
22
Empowered Funds
Pennsylvania
$1.25M +$96.3K +4,015 +8%
Invesco
23
Invesco
Georgia
$1.2M +$717K +29,912 +140%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.2M +$273K +11,369 +29%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.13M +$19.3K +804 +2%
1
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MOFG Hedge Fund Activity: Q1 2024 in Review

80 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q1 2024, worth a combined $254M — down 9.3% from $280M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MOFG and 5 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was Cresset Asset Management, adding an estimated $12.4M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.78M sold.

  • 80 institutional investors held MidWestOne Financial Group (MOFG) as of Q1 2024, down from 82 in Q4 2023.
  • Funds reported $254M of MidWestOne Financial Group stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 5 funds opened new MidWestOne Financial Group positions in Q1 2024 and 7 closed out, a net change of -2 holders.
  • The largest MidWestOne Financial Group buyer in Q1 2024 was Cresset Asset Management, an estimated $12.4M added.
  • The largest MidWestOne Financial Group seller in Q1 2024 was Fourthstone LLC, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2024.