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MDU Resources

376 hedge funds and large institutions have $2.81B invested in MDU Resources in 2023 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 140 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $1.25M

5% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 43

1% less funds holding

Funds holding: 379376 (-3)

3.54% less ownership

Funds ownership: 130.39%126.85% (-3.5%)

9% less capital invested

Capital invested by funds: $3.09B → $2.81B (-$274M)

14% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 140

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
376
Holders Change
-3
Holders Change %
-0.79%
% of All Funds
5.97%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
120
Reduced
140
Closed
43
Calls
$3.89M
Puts
$1.25M
Net Calls
+$2.64M
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$331K +$351K +30,488 New
IRC
227
Investors Research Corp
Georgia
$320K
ACM
228
Adalta Capital Management
New York
$318K +$128K +11,101 +62%
CCM
229
Coldstream Capital Management
Washington
$317K +$806 +70 +0.2%
OTL
230
Oak Thistle LLC
New York
$315K -$77.8K -6,760 -19%
MF
231
Magnetar Financial
Illinois
$315K +$334K +29,032 New
MSRPS
232
Maryland State Retirement & Pension System
Maryland
$311K
II
233
Inspire Investing
Idaho
$307K +$14K +1,213 +4%
CC
234
Centiva Capital
New York
$299K +$317K +27,546 New
Verition Fund Management
235
Verition Fund Management
Connecticut
$295K +$313K +27,169 New
CGH
236
Crossmark Global Holdings
Texas
$291K -$8.31K -722 -3%
USAA
237
United Services Automobile Association
Texas
$287K +$43.3K +3,763 +17%
PTC
238
Petrus Trust Company
Texas
$283K
NS
239
NBC Securities
Alabama
$272K +$289K +25,140 New
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$269K -$68.4K -5,941 -19%
D.E. Shaw & Co
241
D.E. Shaw & Co
New York
$269K +$285K +24,795 New
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$268K +$83.1K +7,220 +39%
BF
243
BOK Financial
Oklahoma
$268K -$14.4K -1,255 -5%
WG
244
Winton Group
United Kingdom
$262K +$278K +24,171 New
IGWM
245
ICA Group Wealth Management
Colorado
$257K -$22.1K -1,921 -7%
ATPW
246
Ashton Thomas Private Wealth
Arizona
$255K
BC
247
Bridgefront Capital
Texas
$254K +$270K +23,427 New
Citigroup
248
Citigroup
New York
$254K -$538K -46,691 -67%
CAM
249
Cresset Asset Management
Illinois
$252K +$33.4K +2,898 +14%
YIH
250
Y-Intercept (HK)
Hong Kong
$249K -$964K -83,746 -78%

MDU Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q3 2023, worth a combined $2.81B — down 8.9% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MDU positions and 43 closed out — a net gain of 2 holders — while 120 added to existing stakes and 140 trimmed.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $33.4M. The largest seller was State Street, cutting an estimated $186M.

  • 376 institutional investors held MDU Resources (MDU) as of Q3 2023, down from 379 in Q2 2023.
  • Funds reported $2.81B of MDU Resources stock for Q3 2023, down 8.9% quarter-over-quarter.
  • 45 funds opened new MDU Resources positions in Q3 2023 and 43 closed out, a net change of +2 holders.
  • The largest MDU Resources buyer in Q3 2023 was J. Goldman & Co, an estimated $33.4M added.
  • The largest MDU Resources seller in Q3 2023 was State Street, an estimated $186M sold.

Based on aggregated 13F filings for Q3 2023.