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MOFG

MidWestOne Financial Group

Delisted

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

87 hedge funds and large institutions have $245M invested in MidWestOne Financial Group in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

9% more funds holding

Funds holding: 8087 (+7)

0.3% more ownership

Funds ownership: 68.7%68.99% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $254M → $245M (-$9.09M)

Holders
87
Holders Change
+7
Holders Change %
+8.75%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
34
Reduced
24
Closed
8
Calls
$317K
Puts
Net Calls
+$317K
Net Calls Change
+$359K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$94.4M +$914K +43,172 +1%
BlackRock
2
BlackRock
New York
$29.4M +$885K +41,767 +3%
CAM
3
Cresset Asset Management
Illinois
$16.9M -$2.97M -139,991 -16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$15.9M +$546K +25,767 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.3M -$837K -39,523 -6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.96M -$22.6K -1,067 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.33M +$321K +15,146 +5%
State Street
8
State Street
Massachusetts
$6.39M -$839K -39,633 -12%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$4.31M +$918K +43,341 +29%
LSV Asset Management
10
LSV Asset Management
Illinois
$3.4M -$81.3K -3,840 -2%
American Century Companies
11
American Century Companies
Missouri
$3.1M +$229K +10,798 +8%
FCM
12
FJ Capital Management
Virginia
$3.06M
Northern Trust
13
Northern Trust
Illinois
$2.77M -$209K -9,870 -7%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.68M +$27.5K +1,300 +1%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.51M -$20K -942 -0.8%
BCM
16
Bridgeway Capital Management
Texas
$2.39M -$128K -6,040 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.02M +$180K +8,490 +10%
Stifel Financial
18
Stifel Financial
Missouri
$1.85M +$192K +9,062 +12%
PH
19
Pinnacle Holdings
Oklahoma
$1.84M +$59.4K +2,806 +4%
SCA
20
Sippican Capital Advisors
Massachusetts
$1.46M +$502K +23,703 +57%
Morgan Stanley
21
Morgan Stanley
New York
$1.4M -$136K -6,404 -9%
Prudential Financial
22
Prudential Financial
New Jersey
$1.29M -$74.1K -3,500 -6%
EF
23
Empowered Funds
Pennsylvania
$1.29M +$83.9K +3,960 +7%
First Trust Advisors
24
First Trust Advisors
Illinois
$1.03M -$50K -2,362 -5%
Invesco
25
Invesco
Georgia
$970K -$171K -8,065 -16%

MOFG Hedge Fund Activity: Q2 2024 in Review

87 of the 6,931 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q2 2024, worth a combined $245M — down 3.6% from $254M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MOFG positions and 8 closed out — a net gain of 8 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $918K. The largest seller was Cresset Asset Management, cutting an estimated $2.97M.

  • 87 institutional investors held MidWestOne Financial Group (MOFG) as of Q2 2024, up from 80 in Q1 2024.
  • Funds reported $245M of MidWestOne Financial Group stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 16 funds opened new MidWestOne Financial Group positions in Q2 2024 and 8 closed out, a net change of +8 holders.
  • The largest MidWestOne Financial Group buyer in Q2 2024 was Wellington Management Group, an estimated $918K added.
  • The largest MidWestOne Financial Group seller in Q2 2024 was Cresset Asset Management, an estimated $2.97M sold.

Based on aggregated 13F filings for Q2 2024.