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MidWestOne Financial Group
MOFG

Overview Fund Activity

80 hedge funds and large institutions have $219M invested in MidWestOne Financial Group in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
-6
Holders Change %
-6.98%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
32
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$1.11M
2
BlackRock
2
BlackRock
New York
$27.2M
3
EF
3
Empowered Funds
Pennsylvania
$879K
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$867K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.62M

Top Sellers

1
MFG
1
MidWestOne Financial Group
Iowa
$89.1M
2
BCM
2
BHZ Capital Management
California
$0
3
First Trust Advisors
3
First Trust Advisors
Illinois
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.9M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
C
76
Covestor
United Kingdom
$2K 100 -16 -14%
EWA
77
EverSource Wealth Advisors
Alabama
$1K 47 +47 New
Osaic Holdings
78
Osaic Holdings
Arizona
$278 13 +13 New
PA
79
Parallel Advisors
California
$256 12 -532 -98%
HNB
80
Huntington National Bank
Ohio
$21 1 – –
BCM
81
BHZ Capital Management
California
– – -63,182 Closed
First Trust Advisors
82
First Trust Advisors
Illinois
– – -54,432 Closed
BGIM
83
Brandywine Global Investment Management
Pennsylvania
– – -24,759 Closed
RWA
84
Redmont Wealth Advisors
Illinois
– – -20,865 Closed
IAS
85
Investment Advisory Services
Texas
– – -9,000 Closed
SG Americas Securities
86
SG Americas Securities
New York
– – -5,353 Closed
DA
87
Denali Advisors
California
– – -2,600 Closed
Allspring Global Investments
88
Allspring Global Investments
North Carolina
– – -1,589 Closed
ACM
89
Aquatic Capital Management
Illinois
– – -800 Closed
TWA
90
TCI Wealth Advisors
Arizona
– – -313 Closed
GCM
91
Gladius Capital Management
Illinois
– – -222 Closed
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
– – -55 Closed
GWS
93
Glassman Wealth Services
Virginia
– – -27 Closed
BAAM
94
Baker Avenue Asset Management
California
– – -13 Closed
AF
95
Allworth Financial
California
– – -9 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
– – – –
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