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MidWestOne Financial Group
MOFG

Overview Fund Activity

86 hedge funds and large institutions have $250M invested in MidWestOne Financial Group in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
36
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.33M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.7M
3
NYLIM
3
New York Life Investment Management
New York
$478K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.9M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$2.64M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.88M
2
CAM
2
Cresset Asset Management
Illinois
$9.15M
3
CIC
3
Cornercap Investment Counsel
Georgia
$0
4
MAM
4
Martingale Asset Management
Massachusetts
$227K
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$9.11K 373 -1,051 -74%
NA
77
NewEdge Advisors
Louisiana
$8.55K 350 – –
TWA
78
TCI Wealth Advisors
Arizona
$7.64K 313 -124 -28%
QCG
79
Quadrant Capital Group
Ohio
$6.57K 269 +79 +42%
GCM
80
Gladius Capital Management
Illinois
$5.42K 222 +222 New
C
81
Covestor
United Kingdom
$3K 116 +3 +3%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$1K 55 +55 New
GWS
83
Glassman Wealth Services
Virginia
$659 27 +27 New
BAAM
84
Baker Avenue Asset Management
California
$317 13 +13 New
AF
85
Allworth Financial
California
$220 9 +9 New
HNB
86
Huntington National Bank
Ohio
$24 1 – –
CIC
87
Cornercap Investment Counsel
Georgia
– – -28,634 Closed
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
– – -14,888 Closed
OSAM
89
O'Shaughnessy Asset Management
Connecticut
– – -8,795 Closed
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
– – -7,744 Closed
ZIM
91
Zacks Investment Management
Illinois
– – -6,543 Closed
VOYA Investment Management
92
VOYA Investment Management
Georgia
– – -6,374 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
93
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -6,300 Closed
VIA
94
Virtus Investment Advisers
Connecticut
– – -4,322 Closed
CASC
95
Coppell Advisory Solutions Corp
Texas
– – -1,050 Closed
CAS
96
Coppell Advisory Solutions
Texas
– – -1,050 Closed
HI
97
Harbour Investments
Wisconsin
– – -1,000 Closed
Lazard Asset Management
98
Lazard Asset Management
New York
– – -845 Closed
WOSD
99
WFA of San Diego
California
– – -175 Closed
Federated Hermes
100
Federated Hermes
Pennsylvania
– – -120 Closed
1 2 3
4
5