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MDU Resources

392 hedge funds and large institutions have $3.78B invested in MDU Resources in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,366% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $373K

53% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 38

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

29% more capital invested

Capital invested by funds: $2.93B → $3.78B (+$853M)

5% more funds holding

Funds holding: 374392 (+18)

1.66% more ownership

Funds ownership: 131.21%132.87% (+1.7%)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

Holders
392
Holders Change
+18
Holders Change %
+4.81%
% of All Funds
5.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
58
Increased
116
Reduced
138
Closed
38
Calls
$12.9M
Puts
$373K
Net Calls
+$12.6M
Net Calls Change
+$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
226
ClearAlpha Technologies
Connecticut
$438K +$122K +10,515 +50%
SAM
227
Securian Asset Management
Minnesota
$422K -$8.39K -725 -2%
IRC
228
Investors Research Corp
Georgia
$411K
IGWM
229
ICA Group Wealth Management
Colorado
$410K +$65.4K +5,653 +24%
Mackenzie Financial
230
Mackenzie Financial
Ontario, Canada
$408K +$39.1K +3,383 +13%
CCM
231
Coldstream Capital Management
Washington
$398K -$104 -9 -0%
ATPW
232
Ashton Thomas Private Wealth
Arizona
$394K -$6.27K -542 -2%
State of Wisconsin Investment Board
233
State of Wisconsin Investment Board
Wisconsin
$389K -$61.1K -5,282 -16%
NYLIM
234
New York Life Investment Management
New York
$380K +$315K +27,250 New
Wealth Enhancement Advisory Services
235
Wealth Enhancement Advisory Services
Minnesota
$378K -$2.98K -258 -0.9%
BF
236
BOK Financial
Oklahoma
$377K +$12.1K +1,045 +4%
Sumitomo Mitsui Trust Group
237
Sumitomo Mitsui Trust Group
Japan
$373K +$208 +18 +0.1%
MSRPS
238
Maryland State Retirement & Pension System
Maryland
$373K
USAA
239
United Services Automobile Association
Texas
$370K
MCA
240
MSH Capital Advisors
Arizona
$365K +$303K +26,145 New
GCM
241
Graham Capital Management
Connecticut
$363K -$1.01M -87,425 -77%
Mariner
242
Mariner
Kansas
$361K -$37.5K -3,243 -11%
II
243
Inspire Investing
Idaho
$360K -$107K -9,240 -26%
CGH
244
Crossmark Global Holdings
Texas
$357K -$2.93K -253 -1%
NS
245
NBC Securities
Alabama
$343K -$4.15K -359 -1%
BC
246
Bridgefront Capital
Texas
$331K -$105K -9,057 -28%
BBVA
247
Banco Bilbao Vizcaya Argentaria
Spain
$322K +$267K +23,102 New
EP
248
Edgestream Partners
New Jersey
$319K +$264K +22,819 New
CFM
249
Catalyst Funds Management
Australia
$318K +$264K +22,779 New
Marshall Wace
250
Marshall Wace
United Kingdom
$307K +$254K +21,994 New

MDU Hedge Fund Activity: Q1 2024 in Review

392 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q1 2024, worth a combined $3.78B — up 29% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MDU positions and 38 closed out — a net gain of 20 holders — while 116 added to existing stakes and 138 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $72.4M. The largest seller was Morgan Stanley, cutting an estimated $52.2M.

  • 392 institutional investors held MDU Resources (MDU) as of Q1 2024, up from 374 in Q4 2023.
  • Funds reported $3.78B of MDU Resources stock for Q1 2024, up 29% quarter-over-quarter.
  • 58 funds opened new MDU Resources positions in Q1 2024 and 38 closed out, a net change of +20 holders.
  • The largest MDU Resources buyer in Q1 2024 was Fidelity Investments, an estimated $72.4M added.
  • The largest MDU Resources seller in Q1 2024 was Morgan Stanley, an estimated $52.2M sold.

Based on aggregated 13F filings for Q1 2024.