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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 %
MFG
1
MidWestOne Financial Group
Iowa
$107M 4,365,034 -934 -0%
BlackRock
2
BlackRock
New York
$29.9M 1,226,008 -15,033 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.7M 681,971 +25,321 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.9M 567,621 +14,651 +3%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M 415,066 -9,618 -2%
CAM
6
Cresset Asset Management
Illinois
$9.15M 374,633 -57,600 -13%
State Street
7
State Street
Massachusetts
$8.06M 329,937 +4,304 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.52M 266,836 +4,483 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.45M 141,422 -900 -0.6%
Northern Trust
10
Northern Trust
Illinois
$3.17M 129,801 -3,155 -2%
FCM
11
FJ Capital Management
Virginia
$3M 122,988 -11,573 -9%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$2.88M 117,785 -89,734 -43%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$2.64M 108,030 +12,730 +13%
BCM
14
Bridgeway Capital Management
Texas
$2.42M 98,975 -2,185 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.32M 94,973 -2,151 -2%
American Century Companies
16
American Century Companies
Missouri
$2.22M 92,661 +8,737 +10%
Prudential Financial
17
Prudential Financial
New Jersey
$2M 81,745 +750 +0.9%
PH
18
Pinnacle Holdings
Oklahoma
$1.82M 74,509 +2,485 +3%
BCM
19
BHZ Capital Management
California
$1.54M 63,182 -15,063 -19%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.33M 54,432 +41,681 +327%
Barclays
21
Barclays
United Kingdom
$1.22M 49,807 +4,072 +9%
Goldman Sachs
22
Goldman Sachs
New York
$1.2M 49,127 +6,105 +14%
Morgan Stanley
23
Morgan Stanley
New York
$1M 41,019 +3,144 +8%
Millennium Management
24
Millennium Management
New York
$992K 40,604 +6,414 +19%
Charles Schwab
25
Charles Schwab
California
$934K 38,240 +781 +2%
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