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Midland States Bancorp
MSBI

113 hedge funds and large institutions have $368M invested in Midland States Bancorp in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

38% more capital invested

Capital invested by funds: $266M → $368M (+$102M)

5% more funds holding

Funds holding: 108 → 113 (+5)

2.65% more ownership

Funds ownership: 59.35% → 62% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
36
Reduced
39
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.67M
2
HAI
Hennessy Advisors Inc
California
+$2.56M
3
BlackRock
BlackRock
New York
+$2.36M
4
American Century Companies
American Century Companies
Missouri
+$1.02M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$878K

Top Sellers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
-$1.78M
2
FCM
FJ Capital Management
Virginia
-$1.12M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$638K
4
LSV Asset Management
LSV Asset Management
Illinois
-$627K
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$533K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Accurate Wealth Management
Florida
$1.86M – – –
N
27
Nuveen
North Carolina
$1.73M -$494K -21,286 -25%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.71M -$191K -8,221 -12%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$1.67M -$6.06K -261 -0.4%
EF
30
Empowered Funds
Pennsylvania
$1.65M +$125K +5,376 +10%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$1.58M +$90K +3,872 +7%
MWA
32
Midland Wealth Advisors
Illinois
$1.57M +$1.33M +57,086 New
Ameriprise
33
Ameriprise
Minnesota
$1.55M +$104K +4,481 +9%
Invesco
34
Invesco
Georgia
$1.53M +$232K +9,998 +22%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$1.34M -$114K -4,900 -9%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.31M +$186 +8 +0%
Millennium Management
37
Millennium Management
New York
$1.19M +$133K +5,711 +15%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.12M -$107K -4,600 -10%
Federated Hermes
39
Federated Hermes
Pennsylvania
$1.11M +$332K +14,286 +55%
UBS Group
40
UBS Group
Switzerland
$1.03M +$378K +16,257 +77%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$882K -$4.97K -214 -0.7%
VFA
42
Valeo Financial Advisors
Indiana
$837K -$221K -9,500 -24%
Two Sigma Investments
43
Two Sigma Investments
New York
$800K -$325K -13,988 -33%
Mariner
44
Mariner
Kansas
$704K +$594K +25,548 New
HSBC Holdings
45
HSBC Holdings
United Kingdom
$695K -$38.3K -1,648 -6%
SO
46
STRS Ohio
Ohio
$639K -$86K -3,700 -14%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$614K +$31.2K +1,343 +6%
Franklin Resources
48
Franklin Resources
California
$606K -$511 -22 -0.1%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$602K -$31.8K -1,368 -6%
AllianceBernstein
50
AllianceBernstein
Tennessee
$591K +$43.2K +1,860 +9%
1
2
3 4 5

MSBI Hedge Fund Activity: Q4 2023 in Review

113 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Midland States Bancorp (MSBI) for Q4 2023, worth a combined $368M — up 38% from $266M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MSBI positions and 10 closed out — a net gain of 6 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.67M. The largest seller was AQR Capital Management, cutting an estimated $1.78M.

  • 113 institutional investors held Midland States Bancorp (MSBI) as of Q4 2023, up from 108 in Q3 2023.
  • Funds reported $368M of Midland States Bancorp stock for Q4 2023, up 38% quarter-over-quarter.
  • 16 funds opened new Midland States Bancorp positions in Q4 2023 and 10 closed out, a net change of +6 holders.
  • The largest Midland States Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $4.67M added.
  • The largest Midland States Bancorp seller in Q4 2023 was AQR Capital Management, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2023.