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MidWestOne Financial Group
MOFG

Overview Fund Activity

79 hedge funds and large institutions have $254M invested in MidWestOne Financial Group in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
30
Closed
7
Calls
–
Puts
$42K
Net Calls
-$42K
Net Calls Change
+$6K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$20.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.47M
3
Invesco
3
Invesco
Georgia
$1.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16M
5
SCA
5
Sippican Capital Advisors
Massachusetts
$971K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$1.61M
3
BlackRock
3
BlackRock
New York
$29.7M
4
Barclays
4
Barclays
United Kingdom
$836K
5
NYLIM
5
New York Life Investment Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
MidWestOne Financial Group
Iowa
$97.4M 4,154,114 -4,983 -0.1%
BlackRock
2
BlackRock
New York
$29.7M 1,265,152 -47,948 -4%
CAM
3
Cresset Asset Management
Illinois
$20.9M 889,632 +514,934 +137%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16M 681,304 +22,973 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$14.8M 631,230 +15,512 +3%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M 354,846 -12,568 -3%
State Street
7
State Street
Massachusetts
$7.59M 323,895 -6,833 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$7.28M 310,744 +5,001 +2%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.63M 154,922 – –
Wellington Management Group
10
Wellington Management Group
Massachusetts
$3.47M 148,110 +119,522 +418%
FCM
11
FJ Capital Management
Virginia
$3.19M 136,086 – –
Northern Trust
12
Northern Trust
Illinois
$3.12M 133,253 -1,365 -1%
American Century Companies
13
American Century Companies
Missouri
$2.98M 127,165 +17,805 +16%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.76M 117,950 -1,600 -1%
BCM
15
Bridgeway Capital Management
Texas
$2.64M 112,466 +4,015 +4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.64M 112,441 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.9M 81,129 -3,179 -4%
PH
18
Pinnacle Holdings
Oklahoma
$1.85M 79,015 +6,600 +9%
Stifel Financial
19
Stifel Financial
Missouri
$1.72M 73,301 +14,796 +25%
Morgan Stanley
20
Morgan Stanley
New York
$1.61M 68,475 -107,817 -61%
Prudential Financial
21
Prudential Financial
New Jersey
$1.42M 60,745 -14,200 -19%
EF
22
Empowered Funds
Pennsylvania
$1.25M 53,206 +4,015 +8%
Invesco
23
Invesco
Georgia
$1.2M 51,216 +29,912 +140%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$1.2M 51,029 +11,369 +29%
First Trust Advisors
25
First Trust Advisors
Illinois
$1.13M 48,165 +804 +2%
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