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MDU Resources

398 hedge funds and large institutions have $2.94B invested in MDU Resources in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 51 increasing their positions, 278 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,077% more call options, than puts

Call options by funds: $1.98M | Put options by funds: $168K

1% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 68

1% less funds holding

Funds holding: 402398 (-4)

30% less capital invested

Capital invested by funds: $4.18B → $2.94B (-$1.24B)

54.9% less ownership

Funds ownership: 134.95%80.05% (-55%)

78% less funds holding in top 10

Funds holding in top 10: 92 (-7)

82% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 278

Holders
398
Holders Change
-4
Holders Change %
-1%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-77.78%
% of All Funds
0.03%
New
69
Increased
51
Reduced
278
Closed
68
Calls
$1.98M
Puts
$168K
Net Calls
+$1.81M
Net Calls Change
-$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
226
Cascade Investment Group
Colorado
$360K -$282K -16,100 -45%
Wealth Enhancement Advisory Services
227
Wealth Enhancement Advisory Services
Minnesota
$359K -$217K -12,376 -38%
AAS
228
Avantax Advisory Services
Texas
$343K -$195K -11,137 -37%
Mackenzie Financial
229
Mackenzie Financial
Ontario, Canada
$342K -$247K -14,101 -43%
AWM
230
Apollon Wealth Management
South Carolina
$341K -$259K -14,755 -44%
Simplex Trading
231
Simplex Trading
Illinois
$339K +$331K +18,857 New
PAM
232
Palisade Asset Management
Minnesota
$337K -$308K -17,581 -48%
AF
233
Advisornet Financial
Minnesota
$325K -$254K -14,467 -44%
GI
234
GAMCO Investors
Connecticut
$324K -$261K -14,851 -45%
SWM
235
SeaCrest Wealth Management
New York
$314K -$246K -14,030 -45%
ATPW
236
Ashton Thomas Private Wealth
Arizona
$311K -$178K -10,145 -37%
Corient Private Wealth
237
Corient Private Wealth
Florida
$309K -$509K -29,019 -63%
MCA
238
MSH Capital Advisors
Arizona
$308K -$241K -13,757 -45%
EMPI
239
Elo Mutual Pension Insurance
Finland
$305K +$297K +16,915 New
CIA
240
Concurrent Investment Advisors
Florida
$294K +$286K +16,288 New
BHCM
241
Brevan Howard Capital Management
Jersey
$282K +$275K +15,654 New
Walleye Trading
242
Walleye Trading
New York
$276K -$2.09M -119,009 -89%
CCM
243
Coldstream Capital Management
Washington
$273K -$239K -13,626 -47%
VPIM
244
Vanguard Personalized Indexing Management
California
$265K -$515K -29,382 -67%
BCM
245
Bayesian Capital Management
New York
$261K +$254K +14,500 New
Mitsubishi UFJ Trust & Banking
246
Mitsubishi UFJ Trust & Banking
Japan
$256K +$249K +14,212 New
PWP
247
Precedent Wealth Partners
Texas
$255K -$200K -11,411 -45%
I
248
InceptionR
California
$255K +$248K +14,126 New
USAA
249
United Services Automobile Association
Texas
$240K -$188K -10,710 -45%
IFU
250
iSAM Funds (UK)
United Kingdom
$239K +$232K +13,236 New

MDU Hedge Fund Activity: Q4 2024 in Review

398 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MDU Resources (MDU) for Q4 2024, worth a combined $2.94B — down 30% from $4.18B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MDU positions and 68 closed out — a net gain of 1 holder — while 51 added to existing stakes and 278 trimmed.

The largest buyer was Hennessy Advisors Inc, adding an estimated $32.1M. The largest seller was Vanguard Group, cutting an estimated $221M.

  • 398 institutional investors held MDU Resources (MDU) as of Q4 2024, down from 402 in Q3 2024.
  • Funds reported $2.94B of MDU Resources stock for Q4 2024, down 30% quarter-over-quarter.
  • 69 funds opened new MDU Resources positions in Q4 2024 and 68 closed out, a net change of +1 holder.
  • The largest MDU Resources buyer in Q4 2024 was Hennessy Advisors Inc, an estimated $32.1M added.
  • The largest MDU Resources seller in Q4 2024 was Vanguard Group, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2024.