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MDU Resources

379 hedge funds and large institutions have $3.09B invested in MDU Resources in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 42 increasing their positions, 296 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

829% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $500K

8% less funds holding

Funds holding: 410379 (-31)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

30% less capital invested

Capital invested by funds: $4.4B → $3.09B (-$1.32B)

42% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 71

56.14% less ownership

Funds ownership: 186.53%130.39% (-56%)

86% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 296

Holders
379
Holders Change
-31
Holders Change %
-7.56%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
41
Increased
42
Reduced
296
Closed
71
Calls
$4.64M
Puts
$500K
Net Calls
+$4.14M
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$406K -$364K -32,359 -48%
Creative Planning
227
Creative Planning
Kansas
$404K -$119K -10,576 -23%
SAM
228
Securian Asset Management
Minnesota
$380K -$179K -15,960 -33%
Carson Wealth (CWM LLC)
229
Carson Wealth (CWM LLC)
Nebraska
$378K -$52.3K -4,654 -12%
EI
230
Ethic Inc
New York
$377K -$225K -20,024 -38%
VI
231
Versor Investments
New York
$371K -$109K -9,708 -23%
Mariner
232
Mariner
Kansas
$365K -$91.9K -8,174 -21%
CI Investments Inc
233
CI Investments Inc
Ontario, Canada
$356K -$59.2K -5,266 -15%
VPIM
234
Vanguard Personalized Indexing Management
California
$355K -$98.4K -8,746 -22%
SAM
235
Shell Asset Management
Netherlands
$354K -$160K -14,199 -32%
B
236
Bailard
California
$348K -$154K -13,693 -31%
IRC
237
Investors Research Corp
Georgia
$342K -$151K -13,466 -31%
CGH
238
Crossmark Global Holdings
Texas
$340K -$166K -14,778 -35%
CCM
239
Coldstream Capital Management
Washington
$339K -$150K -13,359 -31%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$333K -$147K -13,101 -31%
BF
241
BOK Financial
Oklahoma
$316K -$125K -11,089 -29%
II
242
Inspire Investing
Idaho
$314K +$40.7K +3,616 +15%
Capstone Investment Advisors
243
Capstone Investment Advisors
New York
$308K +$299K +26,552 New
PTC
244
Petrus Trust Company
Texas
$303K +$294K +26,111 New
FMC
245
First Merchants Corp
Indiana
$301K -$355K -31,591 -55%
IGWM
246
ICA Group Wealth Management
Colorado
$297K -$220K -19,554 -43%
ATPW
247
Ashton Thomas Private Wealth
Arizona
$272K -$118K -10,470 -31%
Envestnet Asset Management
248
Envestnet Asset Management
Illinois
$264K -$840K -74,714 -77%
USAA
249
United Services Automobile Association
Texas
$264K -$117K -10,385 -31%
HNB
250
Huntington National Bank
Ohio
$262K -$118K -10,490 -32%

MDU Hedge Fund Activity: Q2 2023 in Review

379 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q2 2023, worth a combined $3.09B — down 30% from $4.4B a quarter earlier.

Sellers outnumbered buyers: 71 funds closed out of MDU and 41 opened new positions — a net loss of 30 holders — while 296 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $14.4M. The largest seller was Vanguard Group, cutting an estimated $213M.

  • 379 institutional investors held MDU Resources (MDU) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $3.09B of MDU Resources stock for Q2 2023, down 30% quarter-over-quarter.
  • 41 funds opened new MDU Resources positions in Q2 2023 and 71 closed out, a net change of -30 holders.
  • The largest MDU Resources buyer in Q2 2023 was Millennium Management, an estimated $14.4M added.
  • The largest MDU Resources seller in Q2 2023 was Vanguard Group, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2023.