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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 %
EWA
101
EverSource Wealth Advisors
Alabama
– – -33 Closed
CFGS
102
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5